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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
Koshinski Asset Management
651
Koshinski Asset Management
Illinois
$626 +$70.9K +581 +13%
WIM
652
Westside Investment Management
California
$357 +$61.1K +501 +21%
FCA
653
FinTrust Capital Advisors
South Carolina
$117 -$8.29K -68 -7%
BAM
654
BTS Asset Management
Massachusetts
-$77.9M -637,950 Closed
SMM
655
Stadion Money Management
Georgia
-$47.5M -389,477 Closed
PFG
656
Piershale Financial Group
Illinois
-$20.9M -171,209 Closed
USAA
657
United Services Automobile Association
Texas
-$18.3M -164,356 Closed
DRS
658
Deane Retirement Strategies
Louisiana
-$19.9M -163,636 Closed
PWPCM
659
Perella Weinberg Partners Capital Management
New York
-$13M -107,067 Closed
TAM
660
Tocqueville Asset Management
New York
-$630K -100,000 Closed
Citadel Advisors
661
Citadel Advisors
Florida
-$9.05M -74,157 Closed
AIA
662
Arrow Investment Advisors
Maryland
-$6.95M -57,046 Closed
FTUS
663
Flow Traders U.S.
New York
-$5.39M -44,242 Closed
TI
664
tru Independence
Oregon
-$4.8K -39,389 Closed
MFG
665
Menard Financial Group
Texas
-$4.75M -39,013 Closed
PCS
666
Personal CFO Solutions
New Jersey
-$3.55M -29,098 Closed
Renaissance Technologies
667
Renaissance Technologies
New York
-$3.48M -28,600 Closed
MCM
668
Maltese Capital Management
New York
-$2.44M -20,000 Closed
BRWM
669
B. Riley Wealth Management
Tennessee
-$1.92M -15,776 Closed
SMFS
670
Squar Milner Financial Services
California
-$1.89M -15,517 Closed
CGFA
671
Colton Groome Financial Advisors
North Carolina
-$1.41M -11,552 Closed
NL
672
NWAM LLC
Washington
-$1.39M -11,414 Closed
PIMG
673
Patriot Investment Management Group
Tennessee
-$1.35M -11,049 Closed
JWM
674
Jupiter Wealth Management
Colorado
-$1.18M -9,640 Closed
HI
675
Horizon Investments
North Carolina
-$901K -7,408 Closed

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.