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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

205 hedge funds and large institutions have $3.42B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 27 closing their positions.

Holders
205
Holders Change
+4
Holders Change %
+1.99%
% of All Funds
5.95%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.49%
New
31
Increased
73
Reduced
75
Closed
27
Calls
$22.6M
Puts
$92.6M
Net Calls
-$70.1M
Net Calls Change
-$534M

Top Buyers

1
U
1
UBS
Switzerland
$192M
2
EA
2
Euclid Advisors
Connecticut
$61.5M
3
Barclays
3
Barclays
United Kingdom
$30.5M
4
USAA
4
United Services Automobile Association
Texas
$206M
5
AssetMark Inc
5
AssetMark Inc
California
$105M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$35.5M
3
PI
3
Placemark Investments
Illinois
$5.71M
4
Bank of America
4
Bank of America
North Carolina
$153M
5
VAM
5
Visionary Asset Management
Texas
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$544M 5,244,953 -204,781 -4%
Wells Fargo
2
Wells Fargo
California
$429M 4,137,217 +86,064 +2%
WCM
3
Wealthcare Capital Management
Virginia
$304M 2,931,210 +132,854 +5%
USAA
4
United Services Automobile Association
Texas
$206M 1,985,781 +187,266 +10%
U
5
UBS
Switzerland
$192M 1,854,607 +1,000,311 +117%
Morgan Stanley
6
Morgan Stanley
New York
$178M 1,716,271 +26,675 +2%
Bank of America
7
Bank of America
North Carolina
$153M 1,474,181 -503,162 -25%
AssetMark Inc
8
AssetMark Inc
California
$105M 1,016,869 +135,009 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$81.7M 788,239 -228,872 -23%
Citigroup
10
Citigroup
New York
$74.1M 715,323 -87,067 -11%
Ameriprise
11
Ameriprise
Minnesota
$70.1M 799,601 +137,312 +21%
EA
12
Euclid Advisors
Connecticut
$61.5M 593,770 +593,770 New
CNB
13
City National Bank
California
$53.9M 520,079 -225,829 -30%
CWA
14
Convergent Wealth Advisors
Maryland
$52.6M 507,437 +54,781 +12%
GB
15
Gunma Bank
Japan
$44.1M 426,000 – –
DWA
16
Dorsey Wright & Associates
California
$37.9M 365,848 -16,830 -4%
AIA
17
Arrow Investment Advisors
Maryland
$36.3M 350,197 -14,000 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$35.5M 343,025 -951,139 -73%
CS
19
Credit Suisse
Switzerland
$35.1M 338,938 -348,694 -51%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$34.4M 332,427 -4,204 -1%
FSIM
21
F-Squared Investment Management
Massachusetts
$33.9M 326,799 +43,486 +15%
HA
22
Hays Advisory
Tennessee
$32.4M 313,073 +6,024 +2%
Barclays
23
Barclays
United Kingdom
$30.5M 296,176 +211,852 +251%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$23M 220,762 -248,391 -53%
JIR
25
James Investment Research
Ohio
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