iShares 7-10 Year Treasury Bond ETF
IEF
801 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 93 closing their positions.
28% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 93
22% more repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 269
2% more funds holding
Funds holding: 782 → 801 (+19)
4% less capital invested
Capital invested by funds: $26.4B → $25.4B (-$993M)
2% less funds holding in top 10
Funds holding in top 10: 99 → 97 (-2)
3.38% less ownership
Funds ownership: 90.99% → 87.61% (-3.4%)
35% less call options, than puts
Call options by funds: $303M | Put options by funds: $463M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$546M |
| 2 |
JP Morgan Chase
New York
|
+$309M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$178M |
| 4 |
Morgan Stanley
New York
|
+$136M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$991M |
| 2 |
AssetMark Inc
Concord,
California
|
-$395M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$374M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$312M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$185M |
IEF Hedge Fund Activity: Q2 2023 in Review
801 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2023, worth a combined $25.4B — down 3.8% from $26.4B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new IEF positions and 93 closed out — a net gain of 26 holders — while 329 added to existing stakes and 269 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $546M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $991M sold.
- 801 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2023, up from 782 in Q1 2023.
- Funds reported $25.4B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2023, down 3.8% quarter-over-quarter.
- 119 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2023 and 93 closed out, a net change of +26 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2023 was Fidelity Investments, an estimated $546M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2023 was Clark Capital Management Group, an estimated $991M sold.
Based on aggregated 13F filings for Q2 2023.