We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

634 hedge funds and large institutions have $11B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 232 increasing their positions, 245 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.61% more ownership

Funds ownership: 70.92%77.53% (+6.6%)

5% more capital invested

Capital invested by funds: $10.5B → $11B (+$504M)

5% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 245

9% less funds holding

Funds holding: 693634 (-59)

25% less funds holding in top 10

Funds holding in top 10: 7153 (-18)

39% less call options, than puts

Call options by funds: $825M | Put options by funds: $1.34B

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
634
Holders Change
-59
Holders Change %
-8.51%
% of All Funds
11.13%
Holding in Top 10
53
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-25.35%
% of All Funds
0.93%
New
65
Increased
232
Reduced
245
Closed
114
Calls
$825M
Puts
$1.34B
Net Calls
-$517M
Net Calls Change
+$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
HF
26
HRT Financial
New York
$80.4M +$1.54M +13,189 +2%
PAG
27
Pinnacle Advisory Group
Maryland
$79.2M +$23.8M +204,508 +41%
Bank Julius Baer & Co
28
Bank Julius Baer & Co
Switzerland
$74M +$13.3M +114,224 +21%
MG
29
Mather Group
Illinois
$70.4M +$6.7M +57,506 +10%
AAG
30
Avalon Advisory Group
Pennsylvania
$69.6M +$5.37M +46,074 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$65.3M -$7.48M -64,166 -10%
Stifel Financial
32
Stifel Financial
Missouri
$60.2M +$370K +3,173 +0.6%
BWL
33
Beacon Wealthcare LLC
North Carolina
$59.4M +$61.3M +525,782 New
AIA
34
Ally Invest Advisors
North Carolina
$58.8M +$14.5M +124,788 +32%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$58.3M +$60.2M +516,285 New
PI
36
PFS Investments
Georgia
$58.1M +$40.2M +345,204 +203%
Victory Capital Management
37
Victory Capital Management
Texas
$57.4M
Goldman Sachs
38
Goldman Sachs
New York
$56M -$134M -1,148,496 -70%
BJ
39
Brouwer & Janachowski
California
$55M -$44.5M -381,765 -44%
CCM
40
Coldstream Capital Management
Washington
$53.2M -$9.11M -78,161 -14%
AP
41
Advisors Preferred
Maryland
$52.9M +$51.2M +439,197 +1,600%
3AM
42
3EDGE Asset Management
Florida
$50.7M +$13.9M +119,628 +36%
HI
43
Horizon Investments
North Carolina
$46.9M +$48.4M +415,373 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$46.9M +$38.9M +334,277 +414%
CIM
45
Confluence Investment Management
Missouri
$46.4M +$3.94M +33,854 +9%
Truist Financial
46
Truist Financial
North Carolina
$45.6M -$8.58M -73,647 -15%
BFG
47
Barber Financial Group
Kansas
$44.9M -$1.06M -9,113 -2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$39.1M +$1.95M +16,771 +6%
MD
49
Money Design
Japan
$38.1M +$962K +8,254 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$38M -$14M -120,143 -26%

IEF Hedge Fund Activity: Q1 2021 in Review

634 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2021, worth a combined $11B — up 4.8% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of IEF and 65 opened new positions — a net loss of 49 holders — while 245 trimmed existing stakes and 232 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $1.03B. The largest seller was Jane Street, exiting entirely with an estimated $218M sold.

  • 634 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2021, down from 693 in Q4 2020.
  • Funds reported $11B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2021 and 114 closed out, a net change of -49 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2021 was Fisher Asset Management, an estimated $1.03B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2021 was Jane Street, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2021.