iShares 7-10 Year Treasury Bond ETF
IEF
448 hedge funds and large institutions have $9.61B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 130 reducing their positions, and 74 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 130
24% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 74
19% more capital invested
Capital invested by funds: $8.05B → $9.61B (+$1.56B)
3% more funds holding
Funds holding: 435 → 448 (+13)
1.48% less ownership
Funds ownership: 76.99% → 75.52% (-1.5%)
16% less funds holding in top 10
Funds holding in top 10: 58 → 49 (-9)
59% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $3.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.55B |
| 2 |
Goldman Sachs
New York
|
+$305M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$269M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
| 5 |
AssetMark Inc
Concord,
California
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$735M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$145M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$141M |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$129M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$123M |
IEF Hedge Fund Activity: Q1 2019 in Review
448 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2019, worth a combined $9.61B — up 19% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IEF positions and 74 closed out — a net gain of 18 holders — while 167 added to existing stakes and 130 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.55B. The largest seller was Ameriprise, cutting an estimated $735M.
- 448 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2019, up from 435 in Q4 2018.
- Funds reported $9.61B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2019, up 19% quarter-over-quarter.
- 92 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2019 and 74 closed out, a net change of +18 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $1.55B added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2019 was Ameriprise, an estimated $735M sold.
Based on aggregated 13F filings for Q1 2019.