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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
PPP
276
Private Portfolio Partners
New Jersey
$1.26M +$336K +2,937 +37%
Mariner
277
Mariner
Kansas
$1.25M +$1.24M +10,840 New
IWA
278
IVC Wealth Advisors
Pennsylvania
$1.25M -$788K -6,886 -39%
ANTB
279
AMG National Trust Bank
Colorado
$1.25M
JWCA
280
J.W. Coons Advisors
Ohio
$1.23M -$62.9K -550 -5%
HC
281
HNP Capital
New York
$1.22M +$131K +1,147 +12%
VRM
282
Vectors Research Management
New York
$1.22M +$132K +1,150 +12%
Parallax Volatility Advisers
283
Parallax Volatility Advisers
California
$1.21M +$1.2M +10,501 New
Deutsche Bank
284
Deutsche Bank
Germany
$1.2M -$23.8K -208 -2%
CAAS
285
Capital Asset Advisory Services
Michigan
$1.18M +$1.08M +9,455 +1,186%
SCM
286
SevenOneSeven Capital Management
Pennsylvania
$1.18M -$437K -3,819 -27%
BEI
287
Benjamin Edwards Inc
Missouri
$1.16M +$1.15M +10,009 New
MPW
288
MA Private Wealth
California
$1.16M -$21.5K -188 -2%
TFCP
289
Twin Focus Capital Partners
Massachusetts
$1.15M +$74.4K +650 +7%
AB
290
Atlas Brown
Kentucky
$1.13M +$48K +419 +4%
1832 Asset Management
291
1832 Asset Management
Ontario, Canada
$1.12M +$144K +1,260 +15%
IWP
292
Innova Wealth Partners
Pennsylvania
$1.12M +$19.1K +167 +2%
GSEP
293
Golden State Equity Partners
California
$1.11M +$62.3K +544 +6%
HI
294
Horizon Investments
North Carolina
$1.09M -$46.5M -405,927 -98%
OCM
295
Ovata Capital Management
Hong Kong
$1.08M -$471K -4,118 -31%
Bessemer Group
296
Bessemer Group
New Jersey
$1.07M +$108K +946 +11%
OAM
297
Oppenheimer Asset Management
New York
$1.07M +$841K +7,353 +385%
CW
298
CreativeOne Wealth
Kansas
$1.06M -$1.37K -12 -0.1%
VWM
299
Venturi Wealth Management
Texas
$1.06M +$1.6K +14 +0.2%
RFC
300
Regions Financial Corp
Alabama
$1.05M -$6.52K -57 -0.6%

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.