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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.2B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 77.53%75.14% (-2.4%)

3% less funds holding

Funds holding: 634614 (-20)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$884M)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

16% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 254

18% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 72

30% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.96B

Holders
614
Holders Change
-20
Holders Change %
-3.15%
% of All Funds
10.69%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.82%
New
59
Increased
214
Reduced
254
Closed
72
Calls
$1.37B
Puts
$1.96B
Net Calls
-$585M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Total Investment Management
Arizona
$2.3M +$2.28M +19,938 New
BWAM
227
Boyd Watterson Asset Management
Ohio
$2.27M +$52.5K +459 +2%
WA
228
Winfield Associates
Ohio
$2.24M -$82.1K -717 -4%
CB
229
Commerce Bank
Missouri
$2.23M -$274K -2,392 -11%
BS
230
Banco Santander
Spain
$2.22M -$1.14M -10,000 -34%
VCM
231
Vision Capital Management
Oregon
$2.15M +$88.8K +776 +4%
GC
232
Guggenheim Capital
Illinois
$2.15M
Betterment LLC
233
Betterment LLC
New York
$2.13M +$180K +1,572 +9%
WGCA
234
Wolf Group Capital Advisors
Virginia
$2.07M +$21.3K +186 +1%
AIC
235
Ameritas Investment Company
Nebraska
$2.05M -$1.82M -15,903 -58%
LWP
236
Lumature Wealth Partners
Georgia
$2.03M +$216K +1,884 +12%
AFA
237
American Financial Advisors
Georgia
$1.96M -$870K -7,604 -31%
DLHL
238
Donald L. Hagan LLC
Florida
$1.95M -$92K -804 -5%
FWA
239
FOCUS Wealth Advisors
Texas
$1.94M +$30.2K +264 +2%
TSS
240
Two Sigma Securities
New York
$1.92M +$1.4M +12,227 +276%
SCA
241
Spearhead Capital Advisors
Florida
$1.91M +$118K +1,032 +7%
WQ
242
Wealth Quarterback
New Jersey
$1.91M +$1.89M +16,549 New
PFPT
243
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.88M -$3.72M -32,470 -67%
PWA
244
Pinnacle Wealth Advisors
Tennessee
$1.88M +$1.86M +16,282 New
CPW
245
Catalyst Private Wealth
California
$1.86M -$25.9K -226 -1%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$1.84M -$170K -1,489 -9%
PFG
247
Pacific Financial Group
Washington
$1.82M +$1.19M +10,355 +192%
ETC
248
Exchange Traded Concepts
Oklahoma
$1.78M +$48.4K +423 +3%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$1.76M -$237K -2,072 -12%
ACI
250
Alpha Cubed Investments
California
$1.72M -$81.3K -710 -5%

IEF Hedge Fund Activity: Q2 2021 in Review

614 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2021, worth a combined $10.2B — down 8% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IEF and 59 opened new positions — a net loss of 13 holders — while 254 trimmed existing stakes and 214 added.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 614 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2021, down from 634 in Q1 2021.
  • Funds reported $10.2B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2021, down 8% quarter-over-quarter.
  • 59 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2021 and 72 closed out, a net change of -13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $193M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q2 2021.