Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-27,300
Closed -$3.14M – 1793
2021
Q4 		$3.14M Hold
27,300
– – 0.01% 782
2021
Q3 		$3.15M Buy
+27,300
New +$3.19M 0.01% 707

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IEF Position: Q1 2021 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2021, closing a stake of 200,000 shares — an estimated $24M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IEF in Q4 2019 and held it in 2 quarters. The position peaked at $50.1M in Q4 2019. 634 funds tracked by Wall St. Rank hold IEF as of Q1 2021.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 200,000 iShares 7-10 Year Treasury Bond ETF shares in Q1 2021, an estimated $24M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares 7-10 Year Treasury Bond ETF position peaked at $50.1M in Q4 2019.
  • 634 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2021.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2021, filed 13 May 2021.