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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
LJAC
426
L.J. Altfest & Co
New York
$364K -$114 -1 -0%
FAIM
427
Financial Advocates Investment Management
Washington
$363K -$464K -4,054 -55%
KC
428
Kinloch Capital
Virginia
$363K +$360K +3,145 New
CAMG
429
CWA Asset Management Group
Florida
$361K -$34.9K -305 -9%
TI
430
Tidal Investments
Wisconsin
$358K -$2.73M -23,877 -89%
ATC
431
Argent Trust Co
Tennessee
$356K +$4.12K +36 +1%
CFB
432
Cullen/Frost Bankers
Texas
$352K
BA
433
Ballast Advisors
Minnesota
$341K
AWM
434
Avior Wealth Management
Nebraska
$340K -$42.7K -373 -11%
SI
435
Stephens Inc
Arkansas
$340K +$34.1K +298 +11%
BFG
436
Barber Financial Group
Kansas
$339K -$45.2M -394,738 -99%
BSW
437
Buckingham Strategic Wealth
Missouri
$339K +$39K +341 +13%
WA
438
Wealth Alliance
New York
$338K +$801 +7 +0.2%
FCA
439
FLC Capital Advisors
California
$331K -$1.17M -10,254 -78%
NWM
440
Northwest Wealth Management
Iowa
$323K +$113K +988 +55%
CCMG
441
Clark Capital Management Group
Pennsylvania
$321K +$56.1K +490 +21%
SFP
442
Sandbox Financial Partners
Maryland
$313K +$310K +2,712 New
RI
443
Ridgewood Investments
New Jersey
$310K -$68.8K -601 -18%
NAMM
444
NorthStar Asset Management (Massachusetts)
Massachusetts
$309K
GHA
445
GW Henssler & Associates
Georgia
$309K +$6.18K +54 +2%
BRWA
446
B. Riley Wealth Advisors
Florida
$308K -$75.1K -656 -20%
CIAS
447
Capital Investment Advisory Services
North Carolina
$305K -$11.6K -101 -4%
RW
448
Rede Wealth
Virginia
$302K -$115K -1,009 -28%
PA
449
Parallel Advisors
California
$297K -$20.5K -179 -7%
VA
450
Valmark Advisers
Ohio
$296K -$14.1K -123 -5%

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.