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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
UCFA
301
United Capital Financial Advisors
Texas
$1.05M -$1.85M -16,139 -64%
KCM
302
Kornitzer Capital Management
Kansas
$1.04M
IFS
303
Ifrah Financial Services
Arkansas
$1.02M +$37.4K +327 +4%
NFG
304
Next Financial Group
Texas
$997K +$358K +3,125 +57%
FWP
305
FAS Wealth Partners
Kansas
$994K -$1.14M -9,975 -54%
HI
306
Harbour Investments
Wisconsin
$987K -$68.9K -602 -7%
VFA
307
Values First Advisors
Tennessee
$982K -$805K -7,032 -45%
FAT
308
First American Trust
California
$982K -$457K -3,990 -32%
EGA
309
Eagle Global Advisors
Texas
$971K -$6.87K -60 -0.7%
SAS
310
Sage Advisory Services
Texas
$970K +$98.4K +860 +11%
SGCA
311
Steel Grove Capital Advisors
Tennessee
$967K
HS
312
Horan Securities
United States
$946K +$154K +1,347 +20%
CA
313
Cambridge Advisors
Nebraska
$932K
CCA
314
Checchi Capital Advisers
California
$925K +$165K +1,441 +22%
FTA
315
Financial & Tax Architects
Missouri
$922K -$281K -2,458 -24%
ANB
316
Amarillo National Bank
Texas
$909K +$26.7K +233 +3%
GLA
317
Good Life Advisors
Pennsylvania
$908K -$935K -8,167 -51%
RA
318
RFG Advisory
Alabama
$907K -$34.2K -299 -4%
NAM
319
NorthCoast Asset Management
Connecticut
$901K -$52.2K -456 -6%
BIA
320
Biondo Investment Advisors
Pennsylvania
$883K +$37.8K +330 +5%
IA
321
Inspire Advisors
Idaho
$879K -$156K -1,365 -15%
CFG
322
Citizens Financial Group
Rhode Island
$874K -$184K -1,605 -18%
RC
323
Rinet Company
Massachusetts
$866K +$109K +953 +15%
OPWM
324
Oakwell Private Wealth Management
Texas
$862K -$72.1K -630 -8%
FT
325
Fiduciary Trust
Massachusetts
$861K +$51.5K +450 +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.