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iShares 7-10 Year Treasury Bond ETF

686 hedge funds and large institutions have $13.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 264 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $915M | Put options by funds: $466M

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 94

0% less funds holding

Funds holding: 688686 (-2)

4% less capital invested

Capital invested by funds: $13.8B → $13.3B (-$545M)

4.52% less ownership

Funds ownership: 78.35%73.82% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 264

Holders
686
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.82%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.99%
New
100
Increased
233
Reduced
264
Closed
94
Calls
$915M
Puts
$466M
Net Calls
+$449M
Net Calls Change
+$911M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$131M +$535K +4,824 +0.4%
CPO
27
Cerity Partners OCIO
New York
$113M -$1.87M -16,864 -2%
CWM
28
Congress Wealth Management
Massachusetts
$109M +$39.2M +353,147 +53%
1CP
29
1607 Capital Partners
Virginia
$103M -$11.1M -99,600 -9%
AIA
30
Ally Invest Advisors
North Carolina
$82.2M +$2.06M +18,593 +2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$82M +$23.4M +210,983 +38%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$77.1M +$51.8M +466,369 +247%
CRG
33
Cornerstone Retirement Group
Nevada
$72.5M +$77.9M +702,333 New
PC
34
Peavine Capital
Nevada
$72.4M +$74.7M +673,265 New
Osaic Holdings
35
Osaic Holdings
Arizona
$70.2M -$10.7M -96,133 -15%
HI
36
Horizon Investments
North Carolina
$68.6M +$39.8M +358,417 +127%
AAG
37
Avalon Advisory Group
Pennsylvania
$68.2M +$1.51M +13,564 +2%
HF
38
HRT Financial
New York
$67M -$844K -7,607 -1%
BWL
39
Beacon Wealthcare LLC
North Carolina
$58.1M -$3.6M -32,457 -6%
MD
40
Money Design
Japan
$56.3M +$5.32M +47,941 +10%
CS
41
Credit Suisse
Switzerland
$55.8M +$29.8M +268,095 +107%
Stifel Financial
42
Stifel Financial
Missouri
$53.8M +$6.46M +58,245 +13%
CCM
43
Coldstream Capital Management
Washington
$52.9M +$1.78M +16,013 +3%
Citigroup
44
Citigroup
New York
$52.1M +$6.79M +61,148 +14%
PI
45
PFS Investments
Georgia
$51.8M +$13.8M +124,512 +35%
Victory Capital Management
46
Victory Capital Management
Texas
$46.7M -$6.03M -54,307 -11%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$45.5M +$5.96M +53,681 +16%
CIM
48
Confluence Investment Management
Missouri
$39.7M -$6.92M -62,378 -14%
SG Americas Securities
49
SG Americas Securities
New York
$38.5M +$28.6M +258,095 +258%
PFM
50
Patton Fund Management
Texas
$37.3M +$4.43M +39,948 +13%

IEF Hedge Fund Activity: Q1 2022 in Review

686 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2022, worth a combined $13.3B — down 3.9% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IEF positions and 94 closed out — a net gain of 6 holders — while 233 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Bank of America, cutting an estimated $376M.

  • 686 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2022, down from 688 in Q4 2021.
  • Funds reported $13.3B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 100 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2022 and 94 closed out, a net change of +6 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $730M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2022 was Bank of America, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2022.