We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
526
Palisade Asset Management
Minnesota
$259K -$9.43K -82 -4%
CIAS
527
Capital Investment Advisory Services
North Carolina
$258K -$9.31K -81 -3%
WWM
528
Windsor Wealth Management
Indiana
$257K +$260K +2,258 New
SCM
529
Stordahl Capital Management
Colorado
$254K -$3.22K -28 -1%
JCA
530
January Capital Advisors
California
$253K +$253K +2,197 New
WCG
531
Weaver Consulting Group
California
$252K -$76K -661 -23%
BFM
532
Boothbay Fund Management
New York
$248K -$1.05M -9,125 -81%
OIA
533
Optimum Investment Advisors
Illinois
$247K
AC
534
Apella Capital
Connecticut
$245K -$130K -1,131 -35%
ACA
535
Affinity Capital Advisors
California
$245K -$46.6K -405 -16%
C1AG
536
Client 1st Advisory Group
Florida
$245K -$29.1K -253 -11%
SCM
537
SCS Capital Management
Massachusetts
$244K -$2.53K -22 -1%
WTC
538
WhitTier Trust Company
Nevada
$242K
CBFP
539
Cedar Brook Financial Partners
Ohio
$242K +$242K +2,104 New
DJSG
540
D.J. St. Germain
Massachusetts
$238K -$10.9K -95 -4%
BIA
541
Bigelow Investment Advisors
Maine
$238K
MAM
542
MMA Asset Management
Pennsylvania
$234K +$575 +5 +0.2%
BHTS
543
Bar Harbor Trust Services
Maine
$231K -$42.9K -373 -16%
EGA
544
E&G Advisors
Texas
$230K
ECM
545
Evergreen Capital Management
Washington
$229K
IFO
546
Independent Family Office
New York
$226K
DADC
547
D.A. Davidson & Co
Montana
$223K -$1.67M -14,513 -88%
VC
548
Vicus Capital
Pennsylvania
$223K -$1.63M -14,158 -88%
MFC
549
Mechanics Financial Corp
Ohio
$220K +$220K +1,910 New
PPW
550
Pinnacle Private Wealth
Massachusetts
$218K +$218K +1,896 New