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iShares 7-10 Year Treasury Bond ETF
IEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1
Windhaven Investment Management
Massachusetts
$495M +$514M +4,820,526 New
Wells Fargo
2
Wells Fargo
California
$335M +$348M +3,265,584 New
WCM
3
Wealthcare Capital Management
Virginia
$254M +$264M +2,478,831 New
Bank of America
4
Bank of America
North Carolina
$173M +$180M +1,690,153 New
Morgan Stanley
5
Morgan Stanley
New York
$172M +$179M +1,678,136 New
CS
6
Credit Suisse
Switzerland
$158M +$164M +1,538,556 New
Deutsche Bank
7
Deutsche Bank
Germany
$117M +$121M +1,140,315 New
U
8
UBS
Switzerland
$85.5M +$88.8M +833,686 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$80.2M +$83.3M +782,024 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79.7M +$82.8M +777,387 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$58.4M +$60.7M +569,572 New
Macquarie Group
12
Macquarie Group
Australia
$48M +$49.9M +468,761 New
GB
13
Gunma Bank
Japan
$43.7M +$45.4M +426,000 New
SAS
14
Sage Advisory Services
Texas
$36.4M +$37.8M +354,677 New
AIA
15
Arrow Investment Advisors
Maryland
$35.8M +$37.2M +349,047 New
DWA
16
Dorsey Wright & Associates
California
$35.7M +$37.2M +349,047 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$35.3M +$36.6M +343,570 New
SMA
18
Simply Money Advisors
Ohio
$34.7M +$36M +338,243 New
TAIM
19
TD Ameritrade Investment Management
Nebraska
$31.4M +$32.6M +306,079 New
JIR
20
James Investment Research
Ohio
$29.5M – – –
GF
21
Genworth Financial
Virginia
$29.5M +$30.6M +287,606 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$28.8M +$30M +281,374 New
NYLIM
23
New York Life Investment Management
New York
$26.1M +$27.2M +254,986 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$26M +$27.1M +253,926 New
UCFA
25
United Capital Financial Advisors
Texas
$23M +$23.9M +224,616 New
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