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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
CCP
626
Cardan Capital Partners
Colorado
-$4.73M -41,924 Closed
UWM
627
USAdvisors Wealth Management
Minnesota
-$4.2M -37,198 Closed
EF
628
Empirical Finance
Pennsylvania
-$4.09M -34,062 Closed
HNW
629
High Note Wealth
Minnesota
-$3.09M -27,369 Closed
SFM
630
Signet Financial Management
New Jersey
-$2.92M -25,827 Closed
BWP
631
Bernardo Wealth Planning
Pennsylvania
-$2.58M -22,860 Closed
TFA
632
Tranquilli Financial Advisor
New Jersey
-$2.28M -20,199 Closed
WAS
633
Wealth Advisory Solutions
Indiana
-$2K -19,953 Closed
IIA
634
IPG Investment Advisors
California
-$1.72M -15,224 Closed
SIA
635
Strategic Investment Advisors
Michigan
-$1.43M -12,690 Closed
PCM
636
Prelude Capital Management
New York
-$1.33M -11,600 Closed
BFS
637
Bickling Financial Services
Massachusetts
-$1.27M -11,283 Closed
Toronto Dominion Bank
638
Toronto Dominion Bank
Ontario, Canada
-$1.13M -10,000 Closed
SW
639
SteelPeak Wealth
California
-$895K -7,928 Closed
SPI
640
Santori & Peters Inc
Pennsylvania
-$892K -7,901 Closed
WF
641
Williams Financial
Vermont
-$872K -7,722 Closed
OWA
642
Outlook Wealth Advisors
Texas
-$721K -6,384 Closed
OPS
643
Orion Portfolio Solutions
Nebraska
-$651K -5,767 Closed
SFG
644
StrategIQ Financial Group
Indiana
-$503K -4,454 Closed
VFM
645
Vivid Financial Management
California
-$425K -3,761 Closed
BFM
646
Boothbay Fund Management
New York
-$412K -3,600 Closed
CCA
647
Cobblestone Capital Advisors
New York
-$402K -3,560 Closed
ICP
648
Interchange Capital Partners
Pennsylvania
-$402K -3,458 Closed
CISOA
649
Capital Investment Services of America
Wisconsin
-$373K -3,300 Closed
A
650
AdvicePeriod
California
-$366K -3,242 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.