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iShares 7-10 Year Treasury Bond ETF

634 hedge funds and large institutions have $11B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 232 increasing their positions, 245 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.61% more ownership

Funds ownership: 70.92%77.53% (+6.6%)

5% more capital invested

Capital invested by funds: $10.5B → $11B (+$504M)

5% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 245

9% less funds holding

Funds holding: 693634 (-59)

25% less funds holding in top 10

Funds holding in top 10: 7153 (-18)

39% less call options, than puts

Call options by funds: $825M | Put options by funds: $1.34B

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
634
Holders Change
-59
Holders Change %
-8.51%
% of All Funds
11.13%
Holding in Top 10
53
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-25.35%
% of All Funds
0.93%
New
65
Increased
232
Reduced
245
Closed
114
Calls
$825M
Puts
$1.34B
Net Calls
-$517M
Net Calls Change
+$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$6K -$91.9K -789 -94%
APC
602
Aspire Private Capital
North Carolina
$6K -$53.6K -460 -90%
S
603
SignatureFD
Georgia
$6K -$233 -2 -4%
IPW
604
IronBridge Private Wealth
Texas
$6K
IF
605
Ironwood Financial
Arizona
$6K
POIA
606
Pin Oak Investment Advisors
Texas
$6K
RP
607
Rice Partnership
Hawaii
$6K +$583 +5 +11%
MWA
608
Moser Wealth Advisors
Washington
$6K +$6.41K +55 New
AIM
609
Anchor Investment Management
South Carolina
$5.08K -$5.83K -50 -53%
GLLW
610
Graves Light Lenhart Wealth
Virginia
$5K
CL
611
COWA LLC
Oklahoma
$5K +$4.66K +40 New
BWM
612
BerganKDV Wealth Management
Minnesota
$4K -$11.1K -95 -74%
AL
613
ADE LLC
Maryland
$4K -$233 -2 -5%
AW
614
Avion Wealth
Texas
$4K
M1FG
615
Mach-1 Financial Group
Arkansas
$4K +$1.98K +17 +85%
GI
616
Gradient Investments
Minnesota
$3K -$5.36K -46 -62%
FP
617
Fiduciary Planning
Florida
$3K
FFC
618
First Financial Corp
Indiana
$3K
SL
619
Savior LLC
Massachusetts
$3K
DWA
620
Dorsey Wright & Associates
California
$2.96K +$494K +4,239 +19%
AIG
621
American International Group
New York
$2.5K
RWB
622
RMR Wealth Builders
New Jersey
$2K -$20.7K -178 -89%
SFP
623
Sterling Financial Planning
New Jersey
$2K +$1.75K +15 New
WAS
624
Wealth Advisory Solutions
Indiana
$2K +$453K +3,891 +24%
BWL
625
Bogart Wealth LLC
Virginia
$1K

IEF Hedge Fund Activity: Q1 2021 in Review

634 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2021, worth a combined $11B — up 4.8% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of IEF and 65 opened new positions — a net loss of 49 holders — while 245 trimmed existing stakes and 232 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $1.03B. The largest seller was Jane Street, exiting entirely with an estimated $218M sold.

  • 634 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2021, down from 693 in Q4 2020.
  • Funds reported $11B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2021 and 114 closed out, a net change of -49 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2021 was Fisher Asset Management, an estimated $1.03B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2021 was Jane Street, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2021.