iShares 7-10 Year Treasury Bond ETF
693 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 85 closing their positions.
55% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 85
6% more funds holding
Funds holding: 655 → 693 (+38)
4% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 254
3.76% less ownership
Funds ownership: 74.68% → 70.92% (-3.8%)
16% less funds holding in top 10
Funds holding in top 10: 85 → 71 (-14)
30% less capital invested
Capital invested by funds: $15B → $10.5B (-$4.45B)
62% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$231M |
| 2 |
Jane Street
New York
|
+$206M |
| 3 |
MCM
Model Capital Management
Wellesley,
Massachusetts
|
+$163M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
+$118M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.29B |
| 2 |
JP Morgan Chase
New York
|
-$1.6B |
| 3 |
BlackRock
New York
|
-$266M |
| 4 |
QI
QS Investors
New York
|
-$243M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$116M |
IEF Hedge Fund Activity: Q4 2020 in Review
693 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2020, worth a combined $10.5B — down 30% from $15B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new IEF positions and 85 closed out — a net gain of 47 holders — while 243 added to existing stakes and 254 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $231M. The largest seller was Fidelity Investments, cutting an estimated $2.29B.
- 693 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2020, up from 655 in Q3 2020.
- Funds reported $10.5B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2020, down 30% quarter-over-quarter.
- 132 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2020 and 85 closed out, a net change of +47 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2020 was AssetMark Inc, an estimated $231M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2020 was Fidelity Investments, an estimated $2.29B sold.
Based on aggregated 13F filings for Q4 2020.