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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

307 hedge funds and large institutions have $5.64B invested in iShares 7-10 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 94 increasing their positions, 110 reducing their positions, and 34 closing their positions.

Holders
307
Holders Change
+29
Holders Change %
+10.43%
% of All Funds
8.06%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.13%
New
68
Increased
94
Reduced
110
Closed
34
Calls
$568M
Puts
$246M
Net Calls
+$322M
Net Calls Change
-$146M

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$881M
2
LPL Financial
2
LPL Financial
California
$99.5M
3
PAG
3
Pinnacle Advisory Group
Maryland
$37.2M
4
AssetMark Inc
4
AssetMark Inc
California
$66.5M
5
PP
5
Pension Partners
New York
$30.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$267M
2
Axa
2
Axa
France
$0
3
CS
3
Credit Suisse
Switzerland
$53.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$149M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$881M 8,344,680 +2,453,137 +42%
UBS Group
2
UBS Group
Switzerland
$546M 5,166,612 +115,654 +2%
Wells Fargo
3
Wells Fargo
California
$515M 4,873,527 -466,371 -9%
USAA
4
United Services Automobile Association
Texas
$376M 3,557,826 +165,380 +5%
WCM
5
Wealthcare Capital Management
Virginia
$360M 3,406,415 -63,156 -2%
Bank of America
6
Bank of America
North Carolina
$267M 2,525,611 -4,986,265 -66%
Morgan Stanley
7
Morgan Stanley
New York
$152M 1,440,816 -227,579 -14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$149M 1,413,780 -1,150,871 -45%
MIH
9
Madison Investment Holdings
Wisconsin
$119M 1,128,951 -305,588 -21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$105M 991,419 +267,364 +37%
LPL Financial
11
LPL Financial
California
$99.5M 938,901 +428,028 +84%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$73.8M 699,058 -247,822 -26%
Ameriprise
13
Ameriprise
Minnesota
$66.5M 631,607 +42,714 +7%
AssetMark Inc
14
AssetMark Inc
California
$66.5M 630,171 +297,796 +90%
PC
15
Peavine Capital
Nevada
$64.6M 612,207 +53,072 +9%
IUAM
16
Itau USA Asset Management
New York
$57.3M 542,750 -91,991 -14%
Goldman Sachs
17
Goldman Sachs
New York
$57.3M 542,430 +237,601 +78%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$54.5M 515,752 +114,170 +28%
CS
19
Credit Suisse
Switzerland
$53.3M 504,877 -2,310,631 -82%
AIA
20
Arrow Investment Advisors
Maryland
$46.5M 440,544 +164,988 +60%
GB
21
Gunma Bank
Japan
$45M 426,000 – –
LTI
22
Laffer Tengler Investments
Tennessee
– – – –
WI
23
WBI Investments
New Jersey
$40.6M 384,834 -262,117 -41%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$39M 369,199 -443,653 -55%
PAG
25
Pinnacle Advisory Group
Maryland
$37.2M 352,298 +352,298 New
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