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iShares 7-10 Year Treasury Bond ETF

278 hedge funds and large institutions have $7.16B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 2044 (+24)

114% more call options, than puts

Call options by funds: $880M | Put options by funds: $412M

88% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 33

53% more capital invested

Capital invested by funds: $4.69B → $7.16B (+$2.47B)

47% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 74

11% more funds holding

Funds holding: 251278 (+27)

6.77% more ownership

Funds ownership: 74.68%81.45% (+6.8%)

Holders
278
Holders Change
+27
Holders Change %
+10.76%
% of All Funds
7.76%
Holding in Top 10
44
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+120%
% of All Funds
1.23%
New
62
Increased
109
Reduced
74
Closed
33
Calls
$880M
Puts
$412M
Net Calls
+$468M
Net Calls Change
-$727M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$810M +$594M +5,588,094 +290%
WIM
2
Windhaven Investment Management
Massachusetts
$636M -$53.4M -502,653 -8%
Wells Fargo
3
Wells Fargo
California
$576M +$58.2M +547,946 +11%
UBS Group
4
UBS Group
Switzerland
$545M -$21M -197,803 -4%
Axa
5
Axa
France
$380M +$374M +3,520,837 New
WCM
6
Wealthcare Capital Management
Virginia
$374M -$4.19M -39,402 -1%
USAA
7
United Services Automobile Association
Texas
$366M +$59.8M +563,058 +20%
CS
8
Credit Suisse
Switzerland
$304M +$142M +1,337,255 +90%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$277M +$160M +1,509,333 +143%
Morgan Stanley
10
Morgan Stanley
New York
$180M +$52.7M +495,942 +42%
MIH
11
Madison Investment Holdings
Wisconsin
$155M +$32.9M +309,797 +28%
CCMG
12
Clark Capital Management Group
Pennsylvania
$118M +$115M +1,086,969 +22,845%
GAMA
13
Graticule Asia Macro Advisors
New York
$113M -$30.5M -287,000 -21%
UCFA
14
United Capital Financial Advisors
Texas
$110M +$105M +986,368 +2,842%
JP Morgan Chase
15
JP Morgan Chase
New York
$102M +$54.2M +510,615 +117%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$87.7M +$76.5M +720,001 +775%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$78.1M +$27.7M +260,827 +56%
WI
18
WBI Investments
New Jersey
$69.8M +$68.7M +646,951 New
IUAM
19
Itau USA Asset Management
New York
$68.5M +$29.7M +279,853 +79%
Ameriprise
20
Ameriprise
Minnesota
$62M +$30.1M +283,062 +93%
PC
21
Peavine Capital
Nevada
$60.3M +$13.9M +130,503 +30%
Barclays
22
Barclays
United Kingdom
$57.6M +$54.3M +511,360 +1,895%
Citigroup
23
Citigroup
New York
$57.5M +$21.2M +199,874 +60%
CNB
24
City National Bank
California
$57.4M -$10.1M -95,214 -15%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$56.9M +$17.2M +162,309 +44%

IEF Hedge Fund Activity: Q3 2015 in Review

278 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2015, worth a combined $7.16B — up 53% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IEF positions and 33 closed out — a net gain of 29 holders — while 109 added to existing stakes and 74 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was Goldman Sachs, cutting an estimated $74.4M.

  • 278 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2015, up from 251 in Q2 2015.
  • Funds reported $7.16B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2015, up 53% quarter-over-quarter.
  • 62 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2015 and 33 closed out, a net change of +29 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2015 was Bank of America, an estimated $594M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2015 was Goldman Sachs, an estimated $74.4M sold.

Based on aggregated 13F filings for Q3 2015.