We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 214

3% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$308M)

0.78% more ownership

Funds ownership: 75.14%75.92% (+0.78%)

0% more funds holding

Funds holding: 614614 (0)

42% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.75B

Holders
614
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
77
Increased
229
Reduced
214
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$4K
BW
602
Bison Wealth
Georgia
$4K
CI
603
CX Institutional
Indiana
$3K -$34.3K -293 -92%
GI
604
Gradient Investments
Minnesota
$3K -$585 -5 -15%
LAS
605
Lloyd Advisory Services
Georgia
$3K -$117 -1 -4%
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
$3K +$351 +3 New
TWA
607
TCI Wealth Advisors
Arizona
$3K +$3.04K +26 New
APC
608
Aspire Private Capital
North Carolina
$2K
SFP
609
Sterling Financial Planning
New Jersey
$2K
BWL
610
Bogart Wealth LLC
Virginia
$1K
RFA
611
Reilly Financial Advisors
California
$1K
BFC
612
Bedel Financial Consulting
Indiana
$1K +$1.4K +12 New
VCWA
613
Vanguard Capital Wealth Advisors
Colorado
$743 +$754K +6,445 New
WIM
614
Westside Investment Management
California
$469 +$117 +1 +0%
MERSOM
615
Municipal Employees' Retirement System of Michigan
Michigan
-$128M -1,105,412 Closed
Renaissance Technologies
616
Renaissance Technologies
New York
-$21.8M -188,785 Closed
NWA
617
New World Advisors
Massachusetts
-$12.3M -106,163 Closed
TIA
618
Traphagen Investment Advisors
New Jersey
-$7.08M -61,340 Closed
Northern Trust
619
Northern Trust
Illinois
-$5.21M -51,352 Closed
CG
620
Cutler Group
California
-$5.05M -43,184 Closed
EWA
621
Exencial Wealth Advisors
Oklahoma
-$3.38M -29,287 Closed
TIM
622
Total Investment Management
Arizona
-$2.3M -19,938 Closed
VCM
623
Vision Capital Management
Oregon
-$2.15M -18,628 Closed
TSS
624
Two Sigma Securities
New York
-$1.92M -16,653 Closed
SCA
625
Spearhead Capital Advisors
Florida
-$1.91M -16,548 Closed