We are live on ! Find out more
IEF icon

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
BA
401
Bridge Advisory
California
$437K -$1.46M -12,758 -77%
FIA
402
Foundations Investment Advisors
Arizona
$433K +$4.23K +37 +1%
SS
403
Simplicity Solutions
Minnesota
$430K -$110K -957 -20%
IFG
404
Independent Financial Group
California
$426K -$163K -1,426 -28%
TC
405
Truvestments Capital
Florida
$424K -$44.3K -387 -10%
BA
406
Bellwether Advisors
Nebraska
$422K -$8.47K -74 -2%
VCA
407
Verdence Capital Advisors
Maryland
$422K +$16.6K +145 +4%
HWMA
408
Heritage Wealth Management (Arizona)
Arizona
$422K +$418K +3,656 New
SFG
409
Summit Financial Group
West Virginia
$417K -$68.4K -598 -14%
AC
410
Apella Capital
Connecticut
$407K +$404K +3,528 New
C1AG
411
Client 1st Advisory Group
Florida
$406K -$324K -2,829 -45%
JMFC
412
J.M. Forbes & Co
Massachusetts
$406K +$402K +3,514 New
EE
413
EWG Elevate
California
$400K -$84.5K -738 -18%
JCM
414
Jacobi Capital Management
Pennsylvania
$399K +$14.9K +130 +4%
JSL
415
JT Stratford LLC
Georgia
$398K +$16K +140 +4%
AF
416
Alerus Financial
North Dakota
$395K -$259K -2,267 -40%
WCG
417
Weaver Consulting Group
California
$391K -$267K -2,331 -41%
WDC
418
Woodward Diversified Capital
California
$383K -$6.29K -55 -2%
PG
419
Patten Group
Tennessee
$381K -$63.5K -555 -14%
PWM
420
PRW Wealth Management
Massachusetts
$381K +$377K +3,295 New
TA
421
TFG Advisers
Michigan
$376K +$572 +5 +0.2%
KFS
422
Kelly Financial Services
Massachusetts
$375K +$4.91M +42,934 +11,449%
CAG
423
Csenge Advisory Group
Florida
$373K -$6.1M -53,287 -94%
MIH
424
Meitav Investment House
Israel
$370K
OBWG
425
Onyx Bridge Wealth Group
New York
$367K +$359K +3,138 New

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.