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iShares 7-10 Year Treasury Bond ETF

344 hedge funds and large institutions have $7.07B invested in iShares 7-10 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 135 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $660M | Put options by funds: $288M

119% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 100

26% more funds holding in top 10

Funds holding in top 10: 4354 (+11)

25% more capital invested

Capital invested by funds: $5.64B → $7.07B (+$1.42B)

12% more funds holding

Funds holding: 307344 (+37)

1.29% less ownership

Funds ownership: 69.63%68.35% (-1.3%)

Holders
344
Holders Change
+37
Holders Change %
+12.05%
% of All Funds
9.17%
Holding in Top 10
54
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25.58%
% of All Funds
1.44%
New
79
Increased
135
Reduced
100
Closed
36
Calls
$660M
Puts
$288M
Net Calls
+$372M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$876M -$43.9M -402,957 -5%
Wells Fargo
2
Wells Fargo
California
$652M +$112M +1,031,034 +21%
Bank of America
3
Bank of America
North Carolina
$618M +$335M +3,071,063 +122%
UBS Group
4
UBS Group
Switzerland
$564M -$5.55M -50,849 -1%
WCM
5
Wealthcare Capital Management
Virginia
$368M -$7.88M -72,240 -2%
USAA
6
United Services Automobile Association
Texas
$336M -$56.3M -516,162 -15%
Morgan Stanley
7
Morgan Stanley
New York
$273M +$113M +1,033,742 +72%
Ameriprise
8
Ameriprise
Minnesota
$203M +$136M +1,244,551 +197%
LPL Financial
9
LPL Financial
California
$155M +$50.2M +459,849 +49%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$127M +$71M +650,851 +1,846%
JP Morgan Chase
11
JP Morgan Chase
New York
$118M +$40.6M +372,633 +53%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$106M -$49.4M -452,504 -32%
MIH
13
Madison Investment Holdings
Wisconsin
$99.3M -$25M -228,873 -20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$93.8M -$15.4M -140,980 -14%
Goldman Sachs
15
Goldman Sachs
New York
$79.1M +$19M +174,544 +32%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$78.8M +$37.7M +345,269 +94%
WI
17
WBI Investments
New Jersey
$71.5M +$28.7M +263,003 +68%
CS
18
Credit Suisse
Switzerland
$71.2M +$15.3M +140,498 +28%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$64.9M +$7.93M +72,707 +14%
IUAM
20
Itau USA Asset Management
New York
$64.9M +$4.91M +45,033 +8%
PC
21
Peavine Capital
Nevada
$55.1M -$12.3M -112,617 -18%
RJA
22
Raymond James & Associates
Florida
$53.6M +$23.1M +211,841 +77%
AIA
23
Arrow Investment Advisors
Maryland
$53.1M +$4.4M +40,300 +9%
Citigroup
24
Citigroup
New York
$47.8M +$9.3M +85,266 +25%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$47.4M +$46.4M +425,635 +10,146%

IEF Hedge Fund Activity: Q1 2016 in Review

344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2016, worth a combined $7.07B — up 25% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IEF positions and 36 closed out — a net gain of 43 holders — while 135 added to existing stakes and 100 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was United Services Automobile Association, cutting an estimated $56.3M.

  • 344 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2016, up from 307 in Q4 2015.
  • Funds reported $7.07B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 79 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +43 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $335M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2016 was United Services Automobile Association, an estimated $56.3M sold.

Based on aggregated 13F filings for Q1 2016.