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iShares 7-10 Year Treasury Bond ETF
IEF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 50 → 60 (+10)

12% more funds holding

Funds holding: 614 → 688 (+74)

2.43% more ownership

Funds ownership: 75.92% → 78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$696M
2
BlackRock
BlackRock
New York
+$596M
3
Jane Street
Jane Street
New York
+$503M
4
AP
Advisors Preferred
Maryland
+$260M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$180M

Top Sellers

1
State Street
State Street
Massachusetts
-$125M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$84.1M
3
3AM
3EDGE Asset Management
Florida
-$64.4M
4
MSCM
McElhenny Sheffield Capital Management
Texas
-$58.9M
5
CS
Credit Suisse
Switzerland
-$53.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
326
IVC Wealth Advisors
Pennsylvania
$1.23M -$81.2K -706 -6%
GCM
327
Goldstream Capital Management
Hong Kong
$1.22M +$1.22M +10,632 New
CIM
328
Cambria Investment Management
California
$1.21M -$303K -2,632 -20%
NFG
329
Next Financial Group
Texas
$1.21M +$497K +4,327 +70%
Allianz Asset Management
330
Allianz Asset Management
Germany
$1.21M – – –
IAN
331
Integrated Advisors Network
Texas
$1.21M -$93.8K -816 -7%
CPW
332
Catalyst Private Wealth
California
$1.21M -$600K -5,216 -33%
MSFS
333
Main Street Financial Solutions
Pennsylvania
$1.2M -$1.44M -12,501 -54%
AB
334
Atlas Brown
Kentucky
$1.19M +$29.4K +256 +3%
AFA
335
American Financial Advisors
Georgia
$1.19M -$403K -3,506 -25%
PAMG
336
Patton Albertson Miller Group
Tennessee
$1.18M -$612K -5,320 -34%
JWCA
337
J.W. Coons Advisors
Ohio
$1.17M -$55.2K -480 -5%
TFA
338
Tranquilli Financial Advisor
New Jersey
$1.16M +$1.16M +10,090 New
WP
339
Wealthspan Partners
Iowa
$1.16M +$1.16M +10,048 New
CSWG
340
Cardinal Strategic Wealth Guidance
Kentucky
$1.15M +$272K +2,363 +31%
T
341
TCWP
Ohio
$1.14M +$1.14M +9,924 New
HS
342
Horan Securities
United States
$1.12M +$1.12M +9,739 New
CFGS
343
Concourse Financial Group Securities
Alabama
$1.11M -$92.1K -801 -8%
KCM
344
Kornitzer Capital Management
Kansas
$1.11M – – –
AWM
345
Avaii Wealth Management
Wisconsin
$1.08M +$1.08M +9,427 New
Axa
346
Axa
France
$1.08M +$346K +3,011 +47%
RFC
347
Regions Financial Corp
Alabama
$1.08M +$413K +3,594 +62%
WA
348
Wealthstar Advisors
Texas
$1.07M +$1.07M +9,342 New
ATPW
349
Ashton Thomas Private Wealth
Arizona
$1.06M +$149K +1,298 +16%
IFS
350
Ifrah Financial Services
Arkansas
$1.05M +$13.6K +118 +1%
12 13
14
15 16

IEF Hedge Fund Activity: Q4 2021 in Review

688 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2021, worth a combined $13.8B — up 32% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IEF positions and 68 closed out — a net gain of 87 holders — while 225 added to existing stakes and 217 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $696M. The largest seller was State Street, cutting an estimated $125M.

  • 688 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2021, up from 614 in Q3 2021.
  • Funds reported $13.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 155 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2021 and 68 closed out, a net change of +87 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $696M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2021 was State Street, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.