iShares 7-10 Year Treasury Bond ETF
IEF
714 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 226 reducing their positions, and 84 closing their positions.
32% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 84
28% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 226
8% more capital invested
Capital invested by funds: $16B → $17.3B (+$1.3B)
6% more funds holding in top 10
Funds holding in top 10: 78 → 83 (+5)
2% more funds holding
Funds holding: 700 → 714 (+14)
5% more call options, than puts
Call options by funds: $698M | Put options by funds: $665M
1.94% less ownership
Funds ownership: 82.89% → 80.95% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.08B |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$242M |
| 3 |
BlackRock
New York
|
+$192M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$142M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$266M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 3 |
Goldman Sachs
New York
|
-$97.6M |
| 4 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$76.2M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$71M |
IEF Hedge Fund Activity: Q3 2022 in Review
714 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2022, worth a combined $17.3B — up 8.1% from $16B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new IEF positions and 84 closed out — a net gain of 27 holders — while 289 added to existing stakes and 226 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.08B. The largest seller was Fisher Asset Management, cutting an estimated $266M.
- 714 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2022, up from 700 in Q2 2022.
- Funds reported $17.3B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
- 111 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2022 and 84 closed out, a net change of +27 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2022 was JP Morgan Chase, an estimated $1.08B added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2022 was Fisher Asset Management, an estimated $266M sold.
Based on aggregated 13F filings for Q3 2022.