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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$36.8M -$6.82M -58,503 -15%
CS
52
Credit Suisse
Switzerland
$36.1M +$30.2M +259,018 +428%
PCIG
53
Partners Capital Investment Group
Massachusetts
$35.9M +$13.6M +116,713 +58%
GG
54
GenWealth Group
New Jersey
$33.9M +$3.69M +31,632 +12%
HHGA
55
Halbert Hargrove Global Advisors
California
$32.6M +$2.29M +19,616 +7%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$31.1M +$1.08M +9,238 +3%
CC
57
Cadinha & Co
Hawaii
$30.7M +$31.6M +271,623 New
LGWM
58
Litman Gregory Wealth Management
California
$30.2M -$952K -8,171 -3%
SMFG
59
Sumitomo Mitsui Financial Group
Japan
$30.1M +$54.3K +466 +0.2%
TCM
60
Twele Capital Management
Minnesota
$29.9M -$4.88M -41,913 -14%
CT
61
Cambridge Trust
Massachusetts
$29.9M +$30.8M +264,440 New
RCM
62
Rain Capital Management
Oregon
$29.4M -$5.79M -49,702 -16%
FEG
63
Financial Enhancement Group
Indiana
$27.2M +$27.1M +233,010 +2,955%
ODIJL
64
One Day In July LLC
Vermont
$27.1M +$2.04M +17,543 +8%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$27M +$27.6M +237,179 +11,859%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$26.5M +$3.73M +31,997 +16%
BCM
67
Brookstone Capital Management
Illinois
$26.4M +$1.75M +14,983 +7%
RJA
68
Raymond James & Associates
Florida
$26M -$3.73M -32,038 -12%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$25.5M -$19.9M -171,179 -43%
IWS
70
Insight Wealth Strategies
California
$23.7M +$816K +7,007 +3%
FA
71
Faithward Advisors
Pennsylvania
$23.3M +$24.1M +206,565 New
Rafferty Asset Management
72
Rafferty Asset Management
New York
$22.9M -$1.4M -12,000 -6%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$21.9M +$5.89M +50,583 +36%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$21.3M -$2.05M -17,555 -9%
PFM
75
Patton Fund Management
Texas
$21.1M +$1.66M +14,225 +8%

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.