iShares 7-10 Year Treasury Bond ETF
IEF
567 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 191 increasing their positions, 209 reducing their positions, and 64 closing their positions.
84% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 64
9% more funds holding
Funds holding: 519 → 567 (+48)
1.72% more ownership
Funds ownership: 77.13% → 78.85% (+1.7%)
2% less capital invested
Capital invested by funds: $14.1B → $13.8B (-$260M)
9% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 209
3% less funds holding in top 10
Funds holding in top 10: 68 → 66 (-2)
79% less call options, than puts
Call options by funds: $819M | Put options by funds: $3.98B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$326M |
| 2 |
JP Morgan Chase
New York
|
+$172M |
| 3 |
Morgan Stanley
New York
|
+$158M |
| 4 |
BlackRock
New York
|
+$90.7M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$381M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$173M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$106M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$71.4M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$61.3M |
IEF Hedge Fund Activity: Q4 2019 in Review
567 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2019, worth a combined $13.8B — down 1.8% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new IEF positions and 64 closed out — a net gain of 54 holders — while 191 added to existing stakes and 209 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $326M. The largest seller was SCS Capital Management, cutting an estimated $381M.
- 567 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2019, up from 519 in Q3 2019.
- Funds reported $13.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2019, down 1.8% quarter-over-quarter.
- 118 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2019 and 64 closed out, a net change of +54 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2019 was Fidelity Investments, an estimated $326M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2019 was SCS Capital Management, an estimated $381M sold.
Based on aggregated 13F filings for Q4 2019.