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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
IFWM
501
Institute for Wealth Management
Colorado
$204K
HW
502
Hancock Whitney
Mississippi
$203K +$202K +1,762 New
PMG
503
ProVise Management Group
Florida
$201K +$200K +1,744 New
BCA
504
Berman Capital Advisors
Georgia
$199K
First Manhattan
505
First Manhattan
New York
$189K
FFG
506
Ford Financial Group
California
$184K +$183K +1,599 New
SPIA
507
Strategic Point Investment Advisors
Rhode Island
$178K +$2.06K +18 +1%
NG
508
NWK Group
California
$153K -$3.89K -34 -3%
GEA
509
Glen Eagle Advisors
New Jersey
$147K -$73.5K -642 -34%
SSB
510
Sandy Spring Bank
Maryland
$141K +$8.93K +78 +7%
FGAM
511
Financial Gravity Asset Management
Texas
$115K -$3.55K -31 -12%
AWA
512
Arkadios Wealth Advisors
Georgia
$114K +$58.7K +513 +108%
AWA
513
Artemis Wealth Advisors
New York
$114K +$113K +985 New
PP
514
Pacifica Partners
Canada
$113K +$22.9K +200 +25%
PWMG
515
Prestige Wealth Management Group
New Jersey
$112K -$83.4K -729 -43%
CL
516
Cabana LLC
Arkansas
$112K +$111K +970 New
FI
517
FormulaFolio Investments
Michigan
$111K
CCM
518
Covington Capital Management
California
$110K
SCA
519
Stonebridge Capital Advisors
Minnesota
$110K +$28.8K +252 +35%
CFA
520
Carroll Financial Associates
North Carolina
$105K +$4.58K +40 +5%
SWA
521
SOA Wealth Advisors
New York
$98K +$229 +2 +0.2%
AAP
522
Arax Advisory Partners
Colorado
$97K +$96.4K +842 New
CWM
523
Cranbrook Wealth Management
Michigan
$91K
WB
524
Webster Bank
Connecticut
$84K
CT
525
Caldwell Trust
Florida
$80.3K -$23.3K -204 -23%

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.