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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
EDRH
476
Edmond de Rothschild Holding
Switzerland
$245K -$4.29M -37,474 -95%
WS
477
Wedbush Securities
California
$243K -$59.5K -520 -20%
PWMAG
478
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$22.3K +195 +10%
WWM
479
Wolff Wiese Magana
California
$238K +$31.2K +273 +15%
FWM
480
Frontier Wealth Management
Missouri
$236K
MAM
481
MMA Asset Management
Pennsylvania
$235K +$343 +3 +0.1%
EGA
482
E&G Advisors
Texas
$231K -$228K -1,996 Closed
BHTS
483
Bar Harbor Trust Services
Maine
$231K
BAIA
484
Bel Air Investment Advisors
California
$231K
ECM
485
Evergreen Capital Management
Washington
$230K
IFO
486
Independent Family Office
New York
$227K
RWA
487
Redhawk Wealth Advisors
Minnesota
$225K +$223K +1,948 New
CPWM
488
Cardinal Point Wealth Management
California
$223K
JPLA
489
Joseph P. Lucia & Associates
New York
$222K
ED
490
Exane Derivatives
France
$220K -$299K -2,612 -58%
1SB
491
1ST Source Bank
Indiana
$218K -$22.8K -199 -10%
CA
492
Continuum Advisory
Idaho
$218K +$216K +1,886 New
DBT
493
Dubuque Bank & Trust
Iowa
$217K -$39.5K -345 -15%
BI
494
Blooom Inc
Kansas
$217K +$115K +1,009 New
FEM
495
Fulcrum Equity Management
Texas
$211K +$209K +1,830 New
DWM
496
Darwin Wealth Management
Florida
$210K -$2.17K -19 -1%
KA
497
Kovack Advisors
Florida
$208K -$41.4K -362 -17%
TF
498
Trek Financial
Arizona
$207K -$1.75M -15,257 -90%
TLFA
499
True Link Financial Advisors
California
$207K -$943K -8,244 -82%
LA
500
Latitude Advisors
Florida
$207K -$257K -2,245 -56%

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.