iShares 7-10 Year Treasury Bond ETF
IEF
519 hedge funds and large institutions have $14.1B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 169 reducing their positions, and 57 closing their positions.
44% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 57
25% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 169
12% more capital invested
Capital invested by funds: $12.6B → $14.1B (+$1.5B)
4% more funds holding
Funds holding: 499 → 519 (+20)
3% more funds holding in top 10
Funds holding in top 10: 66 → 68 (+2)
2.76% more ownership
Funds ownership: 74.37% → 77.13% (+2.8%)
95% less call options, than puts
Call options by funds: $227M | Put options by funds: $4.85B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.01B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$329M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$189M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$112M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$99.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$666M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$301M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$276M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$195M |
| 5 |
Morgan Stanley
New York
|
-$95.4M |
IEF Hedge Fund Activity: Q3 2019 in Review
519 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2019, worth a combined $14.1B — up 12% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IEF positions and 57 closed out — a net gain of 25 holders — while 211 added to existing stakes and 169 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.01B. The largest seller was AssetMark Inc, cutting an estimated $666M.
- 519 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2019, up from 499 in Q2 2019.
- Funds reported $14.1B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2019, up 12% quarter-over-quarter.
- 82 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2019 and 57 closed out, a net change of +25 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $2.01B added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2019 was AssetMark Inc, an estimated $666M sold.
Based on aggregated 13F filings for Q3 2019.