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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
COCM
626
Charter Oak Capital Management
New Hampshire
$1K
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$1K
RFA
628
Reilly Financial Advisors
California
$1K
VCM
629
Versant Capital Management
Arizona
$1K
VNA
630
Valley National Advisers
Pennsylvania
$1K +$1.05K +9 New
WIM
631
Westside Investment Management
California
$378 +$48.4K +415 +14%
MIH
632
Meitav Investment House
Israel
$362 -$26K -223 -6%
MA
633
MBA Advisors
Pennsylvania
$241 +$248K +2,131 New
SWM
634
Sugarloaf Wealth Management
Georgia
$8 -$8.27K -71 -99%
Jane Street
635
Jane Street
New York
-$218M -1,874,132 Closed
LBD
636
Landsberg Bennett & Dubbaneh
Florida
-$34M -283,809 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
637
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$24M -200,000 Closed
USAA
638
United Services Automobile Association
Texas
-$18.3M -164,356 Closed
CF
639
Clarity Financial
Texas
-$17.7M -147,563 Closed
BPB
640
Badgley, Phelps & Bell
Washington
-$14M -116,898 Closed
TM
641
Titan Managers
Arizona
-$13.1M -109,132 Closed
DLDF
642
Dan L. Duncan Foundation
Texas
-$12.6M -104,886 Closed
SFP
643
Shepherd Financial Partners
Massachusetts
-$12.4M -103,321 Closed
DF
644
Donoghue Forlines
Massachusetts
-$11.3M -93,850 Closed
Renaissance Technologies
645
Renaissance Technologies
New York
-$11M -91,500 Closed
CCM
646
Crabel Capital Management
California
-$8.59M -71,571 Closed
BB
647
Bell Bank
North Dakota
-$6.02M -50,166 Closed
Natixis Advisors
648
Natixis Advisors
Massachusetts
-$5.95M -49,586 Closed
TCM
649
Tuttle Capital Management
Connecticut
-$5M -41,721 Closed
GC
650
Gilbert & Cook
Iowa
-$4.64M -40,675 Closed

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.