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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
PCG
701
Private Capital Group
Connecticut
-$282K -2,347 Closed
SPAS
702
Spectrum Planning & Advisory Services
California
-$276K -2,298 Closed
MFG
703
MidWestOne Financial Group
Iowa
-$265K -2,209 Closed
TNBTD
704
Trustmark National Bank Trust Department
Mississippi
-$260K -2,167 Closed
AUB
705
Atlantic Union Bankshares
Virginia
-$259K -2,160 Closed
AIP
706
Almanack Investment Partners
Pennsylvania
-$253K -2,113 Closed
GA
707
Greytown Advisors
Florida
-$252K -2,100 Closed
LA
708
LVW Advisors
New York
-$251K -2,092 Closed
MWM
709
Midwest Wealth Management
Indiana
-$245K -2,039 Closed
C
710
Certuity
Florida
-$240K -2,004 Closed
TI
711
Trexquant Investment
Connecticut
-$232K -1,932 Closed
PFS
712
Prospera Financial Services
Texas
-$226K -1,882 Closed
ST
713
Spinnaker Trust
Maine
-$225K -1,882 Closed
AFWM
714
AMJ Financial Wealth Management
Virginia
-$220K -1,837 Closed
FFG
715
Ford Financial Group
California
-$216K -1,807 Closed
Members Trust
716
Members Trust
Florida
-$216K -1,802 Closed
IDA
717
Intelligence Driven Advisers
California
-$215K -1,791 Closed
FPCP
718
Fort Point Capital Partners
California
-$214K -1,786 Closed
PMG
719
ProVise Management Group
Florida
-$209K -1,744 Closed
Vontobel Holding
720
Vontobel Holding
Switzerland
-$204K -1,700 Closed
WTB
721
Washington Trust Bank
Washington
-$204K -1,700 Closed
CBFP
722
Cedar Brook Financial Partners
Ohio
-$202K -1,687 Closed
EWA
723
EP Wealth Advisors
California
-$179K -1,491 Closed
BCV
724
Banque Cantonale Vaudoise
Switzerland
-$151K -1,260 Closed
TWM
725
Tradition Wealth Management
Minnesota
-$149K -1,239 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.