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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
CB
351
Community Bank
New York
$699K -$97.3K -850 -12%
CCM
352
Crew Capital Management
Ohio
$673K -$75.5K -660 -10%
PP
353
Patron Partners
Texas
$671K -$21.2K -185 -3%
VC
354
Vicus Capital
Pennsylvania
$667K -$1.04M -9,057 -61%
BPA
355
Beacon Pointe Advisors
California
$666K +$660K +5,768 New
PFO
356
Pathstone Family Office
New Jersey
$665K +$17.5K +153 +3%
TCM
357
Tuttle Capital Management
Connecticut
$665K +$659K +5,759 New
SCM
358
SCS Capital Management
Massachusetts
$652K +$2.52K +22 +0.4%
AIP
359
Almanack Investment Partners
Pennsylvania
$648K +$642K +5,608 New
4WM
360
4J Wealth Management
Virginia
$643K -$54.4K -475 -8%
PWM
361
Perigon Wealth Management
California
$623K -$110K -963 -15%
SCA
362
Snowden Capital Advisors
New York
$621K -$28.3K -247 -4%
PAM
363
Peak Asset Management
Colorado
$617K -$40.1K -350 -6%
BCA
364
Bay Colony Advisors
Massachusetts
$608K +$307K +2,681 +104%
CA
365
Clearstead Advisors
Ohio
$606K -$84.1K -735 -12%
SPIA
366
Steward Partners Investment Advisory
New York
$601K +$53.7K +469 +10%
IDA
367
Intelligence Driven Advisers
California
$587K +$581K +5,080 New
B
368
Bellecapital
Switzerland
$577K
CCM
369
Ciovacco Capital Management
Georgia
$573K -$5.49K -48 -1%
SWA
370
Stratos Wealth Advisors
Ohio
$559K +$77.8K +680 +16%
Principal Financial Group
371
Principal Financial Group
Iowa
$554K +$205K +1,788 +59%
DJSG
372
D.J. St. Germain
Massachusetts
$552K -$126K -1,100 -19%
HWA
373
HCR Wealth Advisors
California
$551K -$125K -1,095 -19%
AWM
374
Aprio Wealth Management
Georgia
$550K +$545K +4,761 New
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$547K +$3.43K +30 +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.