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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
EH
326
Equitable Holdings
New York
$856K -$88K -769 -9%
PSUF
327
People's United Financial
Connecticut
$856K
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$853K +$752K +6,575 +809%
SWM
329
Spire Wealth Management
Virginia
$852K -$74.5K -651 -8%
RVM
330
Robinson Value Management
Texas
$849K +$162K +1,418 +24%
MAM
331
Meeder Asset Management
Ohio
$845K -$282K -2,462 -25%
CGA
332
Crescent Grove Advisors
Illinois
$844K -$129K -1,129 -13%
AIFAIM
333
American Institute for Advanced Investment Management
Arizona
$823K -$124K -1,085 -13%
CFGS
334
Concourse Financial Group Securities
Alabama
$813K +$242K +2,118 +43%
EB
335
Eastern Bank
Massachusetts
$802K -$217K -1,896 -21%
EWMCB
336
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$787K +$268K +2,345 +52%
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$781K -$111K -972 -13%
AA
338
Argent Advisors
Louisiana
$777K +$108K +944 +16%
MFW
339
Meristem Family Wealth
Minnesota
$776K +$769K +6,721 New
GT
340
Greenleaf Trust
Michigan
$772K -$45.3K -396 -6%
HNB
341
Huntington National Bank
Ohio
$772K +$586K +5,123 New
RFN
342
RDA Financial Network
Iowa
$765K -$187K -1,635 -20%
FFS
343
Founders Financial Securities
Maryland
$753K -$606K -5,297 -45%
RSWM
344
Robertson Stephens Wealth Management
California
$746K -$485K -4,236 -40%
SWP
345
Summit Wealth Partners
Florida
$732K -$12.7K -111 -2%
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$731K +$725K +6,332 New
GM
347
GeoWealth Management
Illinois
$730K -$6.29K -55 -0.9%
M&T Bank
348
M&T Bank
New York
$729K -$389K -3,403 -35%
W
349
WealthOne
New York
$725K -$319K -2,789 -31%
ATPW
350
Ashton Thomas Private Wealth
Arizona
$703K -$23.3K -204 -3%

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.