iShares 7-10 Year Treasury Bond ETF
IEF
655 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 232 reducing their positions, and 48 closing their positions.
56% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 48
13% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 232
3% more funds holding
Funds holding: 633 → 655 (+22)
5.96% less ownership
Funds ownership: 80.64% → 74.68% (-6%)
8% less capital invested
Capital invested by funds: $16.3B → $15B (-$1.3B)
12% less funds holding in top 10
Funds holding in top 10: 97 → 85 (-12)
58% less call options, than puts
Call options by funds: $1.03B | Put options by funds: $2.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$464M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 3 |
Goldman Sachs
New York
|
+$126M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$74.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$548M |
| 2 |
AssetMark Inc
Concord,
California
|
-$452M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$410M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$294M |
| 5 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$182M |
IEF Hedge Fund Activity: Q3 2020 in Review
655 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2020, worth a combined $15B — down 8% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IEF positions and 48 closed out — a net gain of 27 holders — while 263 added to existing stakes and 232 trimmed.
The largest buyer was QS Investors, opening a new position worth an estimated $464M. The largest seller was JP Morgan Chase, cutting an estimated $548M.
- 655 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2020, up from 633 in Q2 2020.
- Funds reported $15B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2020, down 8% quarter-over-quarter.
- 75 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2020 and 48 closed out, a net change of +27 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2020 was QS Investors, an estimated $464M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $548M sold.
Based on aggregated 13F filings for Q3 2020.