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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

262 hedge funds and large institutions have $5.15B invested in iShares 7-10 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
262
Holders Change
+57
Holders Change %
+27.8%
% of All Funds
6.99%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.83%
New
77
Increased
77
Reduced
72
Closed
16
Calls
$8.63M
Puts
$73.7M
Net Calls
-$65.1M
Net Calls Change
+$4.97M

Top Buyers

1
GHF
1
Good Harbor Financial
Illinois
$540M
2
UBS Group
2
UBS Group
Switzerland
$352M
3
WIM
3
Windhaven Investment Management
Massachusetts
$738M
4
CS
4
Credit Suisse
Switzerland
$123M
5
Bank of America
5
Bank of America
North Carolina
$243M

Top Sellers

1
Citigroup
1
Citigroup
New York
$32M
2
DWA
2
Dorsey Wright & Associates
California
$1.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Barclays
4
Barclays
United Kingdom
$8.18M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$412K
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$738M 6,963,623 +1,718,670 +33%
GHF
2
Good Harbor Financial
Illinois
$540M 5,091,742 +5,080,045 +43,430%
Wells Fargo
3
Wells Fargo
California
$471M 4,440,291 +303,074 +7%
UBS Group
4
UBS Group
Switzerland
$352M 3,318,949 +3,318,949 New
WCM
5
Wealthcare Capital Management
Virginia
$319M 3,006,906 +75,696 +3%
USAA
6
United Services Automobile Association
Texas
$261M 2,465,975 +480,194 +24%
Bank of America
7
Bank of America
North Carolina
$243M 2,288,628 +814,447 +55%
Morgan Stanley
8
Morgan Stanley
New York
$149M 1,407,380 -308,891 -18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$123M 1,158,920 +370,681 +47%
CS
10
Credit Suisse
Switzerland
$123M 1,158,694 +819,756 +242%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$102M 963,582 +620,557 +181%
AssetMark Inc
12
AssetMark Inc
California
$101M 955,590 -61,279 -6%
Ameriprise
13
Ameriprise
Minnesota
$90.1M 865,531 +65,930 +8%
CNB
14
City National Bank
California
$53M 499,968 -20,111 -4%
EA
15
Euclid Advisors
Connecticut
$51.6M 487,160 -106,610 -18%
CWA
16
Convergent Wealth Advisors
Maryland
$49.7M 468,645 -38,792 -8%
LTI
17
Laffer Tengler Investments
Tennessee
– – -462 Closed
CCMG
18
Clark Capital Management Group
Pennsylvania
$47.5M 447,854 +447,854 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$47.2M 445,539 +224,777 +102%
GB
20
Gunma Bank
Japan
$45.2M 426,000 – –
PAG
21
Pinnacle Advisory Group
Maryland
$42.7M 402,774 +402,774 New
LPL Financial
22
LPL Financial
California
$39.4M 372,004 +186,090 +100%
PI
23
Placemark Investments
Illinois
$39.4M 371,855 +316,749 +575%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$34.4M 324,791 -7,636 -2%
AIA
25
Arrow Investment Advisors
Maryland
$34.4M 324,125 -26,072 -7%
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