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iShares 7-10 Year Treasury Bond ETF
IEF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 50 → 60 (+10)

12% more funds holding

Funds holding: 614 → 688 (+74)

2.43% more ownership

Funds ownership: 75.92% → 78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$696M
2
BlackRock
BlackRock
New York
+$596M
3
Jane Street
Jane Street
New York
+$503M
4
AP
Advisors Preferred
Maryland
+$260M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$180M

Top Sellers

1
State Street
State Street
Massachusetts
-$125M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$84.1M
3
3AM
3EDGE Asset Management
Florida
-$64.4M
4
MSCM
McElhenny Sheffield Capital Management
Texas
-$58.9M
5
CS
Credit Suisse
Switzerland
-$53.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
451
Harbour Investments
Wisconsin
$465K -$521K -4,530 -53%
LWM
452
Laidlaw Wealth Management
New York
$463K +$463K +4,028 New
CWS
453
Cypress Wealth Services
California
$457K +$202K +1,760 +80%
SI
454
SimpliFi Inc
California
$456K +$32.8K +285 +8%
SPIA
455
Steward Partners Investment Advisory
New York
$452K -$52.9K -460 -10%
SIC
456
Salem Investment Counselors
North Carolina
$449K +$449K +3,907 New
M&T Bank
457
M&T Bank
New York
$443K -$66.1K -575 -13%
BA
458
Ballast Advisors
Minnesota
$443K – – –
ACM
459
AlphaStar Capital Management
North Carolina
$441K -$25.9K -225 -5%
LAS
460
Lloyd Advisory Services
Georgia
$441K +$438K +3,808 +14,646%
QC
461
QCM Cayman
Texas
$440K +$240K +2,087 +120%
KC
462
Kinloch Capital
Virginia
$434K -$12.5K -109 -3%
VCA
463
Verdence Capital Advisors
Maryland
$432K – – –
LSPW
464
Lake Street Private Wealth
Illinois
$424K +$424K +3,687 New
SW
465
SVB Wealth
Massachusetts
$419K -$105K -913 -20%
CPWMP
466
Cardinal Point Wealth Management Partners
California
$419K +$419K +3,646 New
BA
467
Bellwether Advisors
Nebraska
$416K -$4.83K -42 -1%
SFG
468
Summit Financial Group
West Virginia
$416K – – –
UB
469
UMB Bank
Missouri
$416K +$416K +3,615 New
DAS
470
Dynamic Advisor Solutions
Arizona
$416K +$416K +3,620 New
FFS
471
Founders Financial Securities
Maryland
$414K +$414K +3,602 New
CAM
472
Cresset Asset Management
Illinois
$413K +$412K +3,587 New
EH
473
Equitable Holdings
New York
$411K -$326K -2,838 -44%
PA
474
Prism Advisors
California
$410K +$99.8K +868 +32%
OBWG
475
Onyx Bridge Wealth Group
New York
$402K -$2.64K -23 -0.6%
17 18
19
20 21

IEF Hedge Fund Activity: Q4 2021 in Review

688 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2021, worth a combined $13.8B — up 32% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IEF positions and 68 closed out — a net gain of 87 holders — while 225 added to existing stakes and 217 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $696M. The largest seller was State Street, cutting an estimated $125M.

  • 688 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2021, up from 614 in Q3 2021.
  • Funds reported $13.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2021, up 32% quarter-over-quarter.
  • 155 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2021 and 68 closed out, a net change of +87 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $696M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2021 was State Street, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2021.