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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

499 hedge funds and large institutions have $12.6B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 199 increasing their positions, 145 reducing their positions, and 41 closing their positions.

Holders
499
Holders Change
+51
Holders Change %
+11.38%
% of All Funds
10.85%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.44%
New
98
Increased
199
Reduced
145
Closed
41
Calls
$536M
Puts
$2.88B
Net Calls
-$2.34B
Net Calls Change
-$557M

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$578M
2
AssetMark Inc
2
AssetMark Inc
California
$747M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.15B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$297M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$473M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$186M
2
QAM
2
Q3 Asset Management
Michigan
$425K
3
RJA
3
Raymond James & Associates
Florida
$38.2M
4
BlackRock
4
BlackRock
New York
$79.2M
5
UBS Group
5
UBS Group
Switzerland
$243M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93B 17,592,615 +1,479,434 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.15B 10,454,501 +2,844,117 +37%
AssetMark Inc
3
AssetMark Inc
California
$747M 6,785,658 +3,961,881 +140%
Morgan Stanley
4
Morgan Stanley
New York
$604M 5,487,373 +2,271,334 +71%
SCM
5
SCS Capital Management
Massachusetts
$578M 5,251,916 +5,251,916 New
Bank of America
6
Bank of America
North Carolina
$527M 4,792,497 -273,749 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$473M 4,297,485 +2,608,722 +154%
Wells Fargo
8
Wells Fargo
California
$344M 3,129,819 +174,089 +6%
CCMG
9
Clark Capital Management Group
Pennsylvania
$297M 2,699,985 +2,697,809 +123,980%
USAA
10
United Services Automobile Association
Texas
$281M 2,550,298 -68,827 -3%
Ameriprise
11
Ameriprise
Minnesota
$253M 2,307,299 +330,466 +17%
UBS Group
12
UBS Group
Switzerland
$243M 2,205,966 -476,750 -18%
WCM
13
Wealthcare Capital Management
Virginia
$204M 1,855,552 +14,875 +0.8%
Goldman Sachs
14
Goldman Sachs
New York
$186M 1,692,771 -3,366,952 -67%
PAG
15
Pinnacle Advisory Group
Maryland
$180M 1,634,309 -131,066 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$139M 1,264,178 +407,546 +48%
State Street
17
State Street
Massachusetts
$124M 1,122,833 +32 +0%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$123M 1,120,676 +115,841 +12%
SG Americas Securities
19
SG Americas Securities
New York
$121M 1,100,385 +698,945 +174%
AG
20
Advisor Group
Arizona
$115M 1,045,092 +472,109 +82%
Barclays
21
Barclays
United Kingdom
$106M 966,024 +65,066 +7%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$97.7M 888,146 +592,957 +201%
BJ
23
Brouwer & Janachowski
California
$93.8M 852,888 +10,690 +1%
SWM
24
SVA Wealth Management
Wisconsin
$93.1M 845,897 +12,142 +1%
Stifel Financial
25
Stifel Financial
Missouri
$92.7M 839,080 +349,468 +71%
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