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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
IWP
676
Icon Wealth Partners
Texas
-$611K -5,093 Closed
LFS
677
Legacy Financial Strategies
Kansas
-$610K -5,084 Closed
WCM
678
Wisconsin Capital Management
Wisconsin
-$600K -5,000 Closed
MC
679
Moors & Cabot
Massachusetts
-$576K -4,793 Closed
LFF
680
Level Four Financial
Texas
-$565K -4,708 Closed
WAG
681
Winthrop Advisory Group
Massachusetts
-$559K -4,661 Closed
HGWM
682
Horst & Graben Wealth Management
Oregon
-$502K -4,186 Closed
JMFC
683
J.M. Forbes & Co
Massachusetts
-$473K -3,944 Closed
MCIA
684
Mountain Capital Investment Advisors
Colorado
-$449K -3,804 Closed
CAM
685
Concorde Asset Management
Michigan
-$447K -3,732 Closed
TPA
686
Trivium Point Advisory
Connecticut
-$420K -3,545 Closed
LWA
687
Lineweaver Wealth Advisors
Ohio
-$423K -3,527 Closed
DL
688
DOHJ LLC
Washington
-$392K -3,322 Closed
BPC
689
Banque Pictet & Cie
Switzerland
-$387K -3,228 Closed
OAP
690
One Advisory Partners
Kansas
-$357K -2,979 Closed
BSAM
691
Blue Sky Asset Management
Colorado
-$344K -2,891 Closed
VWA
692
V Wealth Advisors
Kansas
-$336K -2,803 Closed
AWE
693
Avidian Wealth Enterprises
Texas
-$333K -2,777 Closed
SWM
694
SigFig Wealth Management
California
-$333K -2,776 Closed
3F
695
360 Financial
Minnesota
-$330K -2,750 Closed
KC
696
Kinloch Capital
Virginia
-$320K -2,665 Closed
NDSI
697
Newman Dignan & Sheerar Inc
Rhode Island
-$317 -2,643 Closed
MYIA
698
Mount Yale Investment Advisors
Colorado
-$303K -2,527 Closed
WWM
699
Western Wealth Management
Colorado
-$287K -2,393 Closed
BHWM
700
Bay Harbor Wealth Management
Maryland
-$282K -2,351 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.