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iShares 7-10 Year Treasury Bond ETF

655 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 232

3% more funds holding

Funds holding: 633655 (+22)

5.96% less ownership

Funds ownership: 80.64%74.68% (-6%)

8% less capital invested

Capital invested by funds: $16.3B → $15B (-$1.3B)

12% less funds holding in top 10

Funds holding in top 10: 9785 (-12)

58% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $2.43B

Holders
655
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
13.22%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
263
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
626
Ameritas Investment Partners
Nebraska
$10K
GI
627
Gradient Investments
Minnesota
$9K -$5K -41 -36%
SWM
628
Sugarloaf Wealth Management
Georgia
$9K
FFC
629
First Financial Corp
Indiana
$9K +$7.32K +60 +400%
LAS
630
Lloyd Advisory Services
Georgia
$9K +$9.27K +76 New
CMA
631
Cedar Mountain Advisors
Oregon
$8K
IF
632
Ironwood Financial
Arizona
$7K
Millennium Management
633
Millennium Management
New York
$6.69K +$4.66M +38,237 +229%
POIA
634
Pin Oak Investment Advisors
Texas
$6K
BWA
635
BDO Wealth Advisors
Florida
$5K
OC
636
Oakworth Capital
Alabama
$4K -$60.1K -493 -94%
AW
637
Avion Wealth
Texas
$4K
SL
638
Savior LLC
Massachusetts
$4K
CAGAS
639
Capital Advisory Group Advisory Services
Minnesota
$4K +$3.66K +30 New
KFS
640
Kelly Financial Services
Massachusetts
$3.17K
BC
641
Bartlett & Co
Ohio
$3K
CA
642
Crewe Advisors
Utah
$3K
FP
643
Fiduciary Planning
Florida
$3K +$3.05K +25 New
BCWM
644
Bartlett & Co Wealth Management
Ohio
$2.68K
SXL
645
Summit X LLC
Missouri
$2.68K +$69.7K +571 New
AF
646
Allworth Financial
California
$2K
UWM
647
USAdvisors Wealth Management
Minnesota
$1.15K +$222K +1,821 +24%
BWL
648
Bogart Wealth LLC
Virginia
$1K
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$1K
PMFA
650
Plante Moran Financial Advisors
Michigan
$1K

IEF Hedge Fund Activity: Q3 2020 in Review

655 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2020, worth a combined $15B — down 8% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IEF positions and 48 closed out — a net gain of 27 holders — while 263 added to existing stakes and 232 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $464M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 655 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2020, up from 633 in Q2 2020.
  • Funds reported $15B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2020, down 8% quarter-over-quarter.
  • 75 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2020 and 48 closed out, a net change of +27 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2020 was QS Investors, an estimated $464M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2020.