iShares 7-10 Year Treasury Bond ETF
IEF
727 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 206 increasing their positions, 301 reducing their positions, and 109 closing their positions.
153% more capital invested
Capital invested by funds: $17.3B → $43.8B (+$26.4B)
92% more call options, than puts
Call options by funds: $452M | Put options by funds: $236M
22% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 109
2% more funds holding
Funds holding: 714 → 727 (+13)
1% more funds holding in top 10
Funds holding in top 10: 83 → 84 (+1)
0.28% less ownership
Funds ownership: 80.95% → 80.67% (-0.28%)
32% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 301
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.04B |
| 2 |
JP Morgan Chase
New York
|
+$215M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$177M |
| 4 |
BlackRock
New York
|
+$146M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$257M |
| 2 |
AssetMark Inc
Concord,
California
|
-$136M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$116M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$110M |
| 5 |
Jane Street
New York
|
-$101M |
IEF Hedge Fund Activity: Q4 2022 in Review
727 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2022, worth a combined $43.8B — up 153% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new IEF positions and 109 closed out — a net gain of 24 holders — while 206 added to existing stakes and 301 trimmed.
The largest buyer was Charles Schwab, adding an estimated $1.04B. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $257M.
- 727 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2022, up from 714 in Q3 2022.
- Funds reported $43.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2022, up 153% quarter-over-quarter.
- 133 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2022 and 109 closed out, a net change of +24 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2022 was Charles Schwab, an estimated $1.04B added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2022 was CAPTRUST Financial Advisors, an estimated $257M sold.
Based on aggregated 13F filings for Q4 2022.