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iShares 7-10 Year Treasury Bond ETF

379 hedge funds and large institutions have $6.79B invested in iShares 7-10 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 150 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $6.36B → $6.79B (+$434M)

0.83% more ownership

Funds ownership: 74.82%75.65% (+0.83%)

2% less funds holding

Funds holding: 387379 (-8)

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

26% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.01B

Holders
379
Holders Change
-8
Holders Change %
-2.07%
% of All Funds
8.66%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.64%
New
48
Increased
111
Reduced
150
Closed
56
Calls
$1.91B
Puts
$3.01B
Net Calls
-$1.1B
Net Calls Change
-$100M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$1.17B +$284M +2,782,801 +32%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$599M +$59.7M +585,355 +11%
Bank of America
3
Bank of America
North Carolina
$589M +$267M +2,615,796 +81%
UBS Group
4
UBS Group
Switzerland
$457M +$54.6M +535,421 +13%
Wells Fargo
5
Wells Fargo
California
$290M -$92.2M -903,617 -24%
WCM
6
Wealthcare Capital Management
Virginia
$258M -$14.3M -139,766 -5%
Morgan Stanley
7
Morgan Stanley
New York
$234M +$70.6M +692,423 +43%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$129M -$80.8M -792,445 -38%
BlackRock
9
BlackRock
New York
$123M -$6.1M -59,770 -5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$107M +$5.11M +50,084 +5%
SCM
11
Saba Capital Management
New York
$98.8M +$8.3M +81,327 +9%
Goldman Sachs
12
Goldman Sachs
New York
$96.2M +$17.3M +169,244 +22%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$93M +$93.8M +919,439 New
BJ
14
Brouwer & Janachowski
California
$93M +$4.28M +41,948 +5%
PAG
15
Pinnacle Advisory Group
Maryland
$92.5M -$345K -3,384 -0.4%
SWM
16
SVA Wealth Management
Wisconsin
$77.3M +$3.89M +38,110 +5%
AssetMark Inc
17
AssetMark Inc
California
$74.9M -$3.01M -29,462 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$74.7M +$35.7M +349,966 +90%
PC
19
Peavine Capital
Nevada
$73.6M +$3.17M +31,065 +4%
HT
20
HAP Trading
New York
$73.2M +$73.8M +723,060 New
CSIA
21
Charles Schwab Investment Advisory
California
$67.5M -$1.53M -15,027 -2%
EDRH
22
Edmond de Rothschild Holding
Switzerland
$67.1M -$4.37M -42,813 -6%
SF
23
Synovus Financial
Georgia
$63.8M +$497K +4,877 +0.8%
Jane Street
24
Jane Street
New York
$61.1M +$61.6M +604,243 New
TPMI
25
Tilden Park Management I
New York
$60.7M +$61.2M +600,000 New

IEF Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2018, worth a combined $6.79B — up 6.8% from $6.36B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IEF and 48 opened new positions — a net loss of 8 holders — while 150 trimmed existing stakes and 111 added.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was State Street, cutting an estimated $96.2M.

  • 379 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2018, down from 387 in Q2 2018.
  • Funds reported $6.79B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2018, up 6.8% quarter-over-quarter.
  • 48 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2018 and 56 closed out, a net change of -8 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $284M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $96.2M sold.

Based on aggregated 13F filings for Q3 2018.