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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
CHA
526
Carmichael Hill & Associates
Maryland
$77K
MA
527
MUFG Americas
New York
$74K -$25.3K -221 -26%
BCPWM
528
Bradley & Co Private Wealth Management
Florida
$74K
WWMSC
529
Wagner Wealth Management (South Carolina)
South Carolina
$71K -$7.55K -66 -10%
TAM
530
Tucker Asset Management
Colorado
$68.3K
PB
531
Pinnacle Bancorp
Nebraska
$66K
IFAM
532
Institutional & Family Asset Management
Colorado
$65K -$68.4K -598 -51%
SNT
533
Security National Trust
West Virginia
$64K
PMAS
534
PNC Managed Account Solutions
Texas
$63K +$62K +542 New
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K
SIS
536
Sound Income Strategies
Florida
$60K -$1.83K -16 -3%
LC
537
Lindbrook Capital
California
$60K +$114 +1 +0.2%
ACA
538
Aptus Capital Advisors
Alabama
$60K +$12.5K +109 +27%
WTC
539
WhitTier Trust Company
Nevada
$60K +$59.6K +521 New
WT
540
Washington Trust
Rhode Island
$59K +$47.6K +416 +443%
AP
541
Atwood & Palmer
Missouri
$58K
NL
542
NVWM LLC
Pennsylvania
$55K
TIM
543
Tortoise Investment Management
New York
$55K +$1.6K +14 +3%
IFA
544
Interactive Financial Advisors
Illinois
$50K -$229 -2 -0.5%
WT
545
Whittier Trust
California
$49K
MIM
546
Macroview Investment Management
Maryland
$45K +$114 +1 +0.3%
CFD
547
Creative Financial Designs
Indiana
$44K +$15K +131 +53%
SB
548
Strategic Blueprint
Georgia
$44K +$43.8K +383 New
FCA
549
FinTrust Capital Advisors
South Carolina
$43K -$36.7K -321 -46%
PWA
550
Phoenix Wealth Advisors
North Carolina
$42K -$6.41K -56 -14%

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.