We are live on ! Find out more
IEF icon

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
CWA
576
Clearview Wealth Advisors
Oregon
$14K -$77.8K -680 -85%
TFO
577
Tarbox Family Office
California
$14K
HIA
578
Harbor Investment Advisory
Maryland
$14K +$3.32K +29 +32%
LGWM
579
Litman Gregory Wealth Management
California
$13.4K -$29.1M -254,261 -95%
CTC
580
Central Trust Company
Missouri
$11K
AIP
581
Ameritas Investment Partners
Nebraska
$9K
S
582
SignatureFD
Georgia
$9K +$2.4K +21 +40%
FHA
583
First Horizon Advisors
Tennessee
$8K -$12.4K -108 -59%
BFEC
584
Benjamin F. Edwards & Company
Missouri
$8K
TFGT
585
TS Financial Group (TSFG)
Illinois
$8K
SC
586
Solstein Capital
California
$8K +$8.01K +70 New
SWM
587
Sugarloaf Wealth Management
Georgia
$8K +$8.13K +71 +7,100%
ACA
588
Atlas Capital Advisors
Wyoming
$7.28K -$7.44K -65 -51%
IF
589
Ironwood Financial
Arizona
$7K
IPW
590
IronBridge Private Wealth
Texas
$6K
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$6K
MWA
592
Moser Wealth Advisors
Washington
$6K
POIA
593
Pin Oak Investment Advisors
Texas
$6K
RP
594
Rice Partnership
Hawaii
$6K
AIM
595
Anchor Investment Management
South Carolina
$5.2K
AL
596
ADE LLC
Maryland
$5K
GLLW
597
Graves Light Lenhart Wealth
Virginia
$5K
MFT
598
Moisand Fitzgerald Tamayo
Florida
$5K +$5.26K +46 New
CTB
599
Country Trust Bank
Illinois
$5K +$5.38K +47 New
BW
600
Bison Wealth
Georgia
$4K -$77.2K -675 -95%

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.