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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
AW
601
Avion Wealth
Texas
$4K
BWM
602
BerganKDV Wealth Management
Minnesota
$4K
M1FG
603
Mach-1 Financial Group
Arkansas
$4K
GI
604
Gradient Investments
Minnesota
$4K +$572 +5 +18%
FFC
605
First Financial Corp
Indiana
$3K
SL
606
Savior LLC
Massachusetts
$3K
LAS
607
Lloyd Advisory Services
Georgia
$3K +$3.09K +27 New
AIG
608
American International Group
New York
$2.55K
APC
609
Aspire Private Capital
North Carolina
$2K -$3.89K -34 -69%
COCM
610
Charter Oak Capital Management
New Hampshire
$2K
SFP
611
Sterling Financial Planning
New Jersey
$2K
BWL
612
Bogart Wealth LLC
Virginia
$1K
RFA
613
Reilly Financial Advisors
California
$1K
VNA
614
Valley National Advisers
Pennsylvania
$1K
WIM
615
Westside Investment Management
California
$470 +$83.1K +726 +22%
MCM
616
Model Capital Management
Massachusetts
-$193M -1,707,861 Closed
QI
617
QS Investors
New York
-$87.3M -772,598 Closed
Qube Research & Technologies (QRT)
618
Qube Research & Technologies (QRT)
United Kingdom
-$58.3M -516,285 Closed
Susquehanna International Group
619
Susquehanna International Group
Pennsylvania
-$27.4M -239,179 Closed
MM
620
Meridian Management
Arkansas
-$9.17M -81,206 Closed
CAS
621
Cascadia Advisory Services
Oregon
-$8.1M -71,696 Closed
EC
622
Estate Counselors
Wisconsin
-$7.25M -64,230 Closed
UBV
623
United Bank (Virginia)
Virginia
-$6.58M -58,303 Closed
MAM
624
Madison Asset Management
Wisconsin
-$6.43M -56,944 Closed
CGFA
625
Colton Groome Financial Advisors
North Carolina
-$6.24M -55,261 Closed

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.