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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

201 hedge funds and large institutions have $4.8B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 18 closing their positions.

Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
5.78%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.66%
New
30
Increased
82
Reduced
64
Closed
18
Calls
$515M
Puts
$51.6M
Net Calls
+$464M
Net Calls Change
+$557M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$1.19B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$134M
3
Wells Fargo
3
Wells Fargo
California
$420M
4
PI
4
Placemark Investments
Illinois
$77M
5
Bank of America
5
Bank of America
North Carolina
$205M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$11.2M
3
EA
3
Euclid Advisors
Connecticut
$0
4
PAG
4
Pinnacle Advisory Group
Maryland
$0
5
Barclays
5
Barclays
United Kingdom
$8.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GHF
1
Good Harbor Financial
Illinois
$1.19B 11,532,922 +11,522,746 +113,235%
WIM
2
Windhaven Investment Management
Massachusetts
$564M 5,449,734 +386,993 +8%
Wells Fargo
3
Wells Fargo
California
$420M 4,051,153 +730,808 +22%
WCM
4
Wealthcare Capital Management
Virginia
$290M 2,798,356 +142,332 +5%
Bank of America
5
Bank of America
North Carolina
$205M 1,977,343 +529,713 +37%
USAA
6
United Services Automobile Association
Texas
$186M 1,798,515 -1,917 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$175M 1,689,596 -15,952 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$134M 1,294,164 +764,631 +144%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$105M 1,017,111 +524,212 +106%
AssetMark Inc
10
AssetMark Inc
California
$91.3M 881,860 -62,859 -7%
U
11
UBS
Switzerland
$88.5M 854,296 +78,154 +10%
Citigroup
12
Citigroup
New York
$83.1M 802,390 +281,233 +54%
CNB
13
City National Bank
California
$77.3M 745,908 +481,456 +182%
PI
14
Placemark Investments
Illinois
$77M 743,145 +690,192 +1,303%
CS
15
Credit Suisse
Switzerland
$71.2M 687,632 +35,619 +5%
Ameriprise
16
Ameriprise
Minnesota
$66.8M 662,289 -36,661 -5%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$48.6M 469,153 +279,794 +148%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$47.7M 460,671 -9,611 -2%
CWA
19
Convergent Wealth Advisors
Maryland
$46.9M 452,656 +441,894 +4,106%
GB
20
Gunma Bank
Japan
$44.1M 426,000 – –
VAM
21
Visionary Asset Management
Texas
$40.5M 390,870 +373,578 +2,160%
DWA
22
Dorsey Wright & Associates
California
$39.6M 382,678 -5,720 -1%
AIA
23
Arrow Investment Advisors
Maryland
$37.7M 364,197 -4,000 -1%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$34.9M 336,631 +17,044 +5%
PP
25
Pension Partners
New York
$33.3M 321,436 +114,425 +55%
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