We are live on ! Find out more
IEF icon

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
CBFP
676
Cedar Brook Financial Partners
Ohio
-$818K -6,714 Closed
CP
677
Covenant Partners
Tennessee
-$789K -6,478 Closed
EIA
678
Eldridge Investment Advisors
New Hampshire
-$621K -5,100 Closed
TIM
679
Total Investment Management
Arizona
-$390K -3,199 Closed
BCA
680
Bay Colony Advisors
Massachusetts
-$350K -2,874 Closed
RCAG
681
Rehmann Capital Advisory Group
Michigan
-$313K -2,570 Closed
AWA
682
Arete Wealth Advisors
Illinois
-$282K -2,312 Closed
FAM
683
Formidable Asset Management
Ohio
-$257K -2,110 Closed
WS
684
Wedbush Securities
California
-$253K -2,072 Closed
PCM
685
Prelude Capital Management
New York
-$244K -2,000 Closed
A
686
AdvicePeriod
California
-$236K -1,935 Closed
FCIM
687
Fairview Capital Investment Management
California
-$234K -1,928 Closed
TSS
688
Two Sigma Securities
New York
-$232K -1,904 Closed
FHA
689
First Horizon Advisors
Tennessee
-$103K -852 Closed
LWA
690
Lowe Wealth Advisors
Maryland
-$85K -700 Closed
ClearBridge Investments
691
ClearBridge Investments
New York
-$75K -615 Closed
BBA
692
Braun-Bostich & Associates
Pennsylvania
-$36K -298 Closed
SCA
693
Stonebridge Capital Advisors
Minnesota
-$31K -252 Closed
RDWM
694
Red Door Wealth Management
Tennessee
-$18K -150 Closed
ACA
695
Atlas Capital Advisors
Wyoming
-$15K -123 Closed
TIM
696
Tortoise Investment Management
New York
-$10K -85 Closed
HFA
697
HC Financial Advisors
California
-$10K -84 Closed
EWP
698
Engrave Wealth Partners
Texas
-$3K -29 Closed
MA
699
MCF Advisors
Kentucky
-$2K -20 Closed
BAMG
700
Brand Asset Management Group
Missouri
-$1K -9 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.