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iShares 7-10 Year Treasury Bond ETF

714 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 226 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 84

28% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $16B → $17.3B (+$1.3B)

6% more funds holding in top 10

Funds holding in top 10: 7883 (+5)

2% more funds holding

Funds holding: 700714 (+14)

5% more call options, than puts

Call options by funds: $698M | Put options by funds: $665M

1.94% less ownership

Funds ownership: 82.89%80.95% (-1.9%)

Holders
714
Holders Change
+14
Holders Change %
+2%
% of All Funds
12.3%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.43%
New
111
Increased
289
Reduced
226
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$118M +$13.8M +136,058 +12%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$110M -$573K -5,651 -0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$104M +$20.5M +202,454 +23%
CRG
29
Cornerstone Retirement Group
Nevada
$101M -$2.77M -27,314 -3%
RWA
30
RGT Wealth Advisors
Texas
$94M +$99.4M +979,773 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$89.4M -$25.4M -250,622 -21%
1CP
32
1607 Capital Partners
Virginia
$86.6M -$6.14M -60,500 -6%
Stifel Financial
33
Stifel Financial
Missouri
$85.7M +$4.44M +43,737 +5%
CPO
34
Cerity Partners OCIO
New York
$82.4M +$21M +206,869 +32%
AIA
35
Ally Invest Advisors
North Carolina
$72.5M -$36.2K -357 -0%
MA
36
Mutual Advisors
Nebraska
$67.2M +$67M +660,254 +1,669%
RVPG
37
Relative Value Partners Group
$66.5M +$22.1M +217,611 +46%
Goldman Sachs
38
Goldman Sachs
New York
$65.6M -$97.6M -961,539 -58%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$63.8M +$26.1M +256,910 +63%
HF
40
HRT Financial
New York
$63.3M +$3.75M +36,997 +6%
CWM
41
Campbell Wealth Management
Virginia
$61.9M +$65.4M +644,807 New
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61M +$4.41M +43,508 +7%
FFM
43
Fullerton Fund Management
Singapore
$59M -$31.5M -310,912 -34%
AAG
44
Avalon Advisory Group
Pennsylvania
$58.9M -$4.38M -43,161 -7%
PCIG
45
Partners Capital Investment Group
Massachusetts
$58.4M +$44.6M +439,153 +260%
Victory Capital Management
46
Victory Capital Management
Texas
$58.3M
Osaic Holdings
47
Osaic Holdings
Arizona
$57.3M +$15.3M +150,693 +34%
Citadel Advisors
48
Citadel Advisors
Florida
$51.1M -$17.3M -170,306 -24%
BWL
49
Beacon Wealthcare LLC
North Carolina
$49.8M +$955K +9,409 +2%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$48.9M +$19.8M +195,474 +69%

IEF Hedge Fund Activity: Q3 2022 in Review

714 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2022, worth a combined $17.3B — up 8.1% from $16B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new IEF positions and 84 closed out — a net gain of 27 holders — while 289 added to existing stakes and 226 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.08B. The largest seller was Fisher Asset Management, cutting an estimated $266M.

  • 714 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2022, up from 700 in Q2 2022.
  • Funds reported $17.3B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 111 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2022 and 84 closed out, a net change of +27 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.08B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2022.