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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.2B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 77.53%75.14% (-2.4%)

3% less funds holding

Funds holding: 634614 (-20)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$884M)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

16% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 254

18% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 72

30% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.96B

Holders
614
Holders Change
-20
Holders Change %
-3.15%
% of All Funds
10.69%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.82%
New
59
Increased
214
Reduced
254
Closed
72
Calls
$1.37B
Puts
$1.96B
Net Calls
-$585M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Cadinha & Co
Hawaii
$31.1M -$272K -2,379 -0.9%
TCM
52
Twele Capital Management
Minnesota
$31M +$410K +3,584 +1%
ODIJL
53
One Day In July LLC
Vermont
$30.3M +$2.54M +22,172 +9%
BJ
54
Brouwer & Janachowski
California
$30.1M -$25.9M -226,447 -47%
SMFG
55
Sumitomo Mitsui Financial Group
Japan
$28.8M -$1.92M -16,745 -6%
Allianz Asset Management
56
Allianz Asset Management
Germany
$28.5M +$10M +87,816 +55%
HCM
57
Hilton Capital Management
New York
$28M +$27.7M +242,114 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$27.7M -$9.92M -86,679 -27%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M +$18.5M +161,695 +225%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$26.5M +$421K +3,683 +2%
FEG
61
Financial Enhancement Group
Indiana
$26.2M -$1.64M -14,362 -6%
RJA
62
Raymond James & Associates
Florida
$24.5M -$1.98M -17,330 -8%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$24.5M -$14.2M -124,121 -37%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$24.5M +$2.24M +19,597 +10%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$24.2M +$801K +7,000 +3%
PFM
66
Patton Fund Management
Texas
$24.1M +$2.44M +21,333 +11%
IWS
67
Insight Wealth Strategies
California
$23.4M -$793K -6,929 -3%
BCM
68
Brookstone Capital Management
Illinois
$23.1M -$3.95M -34,530 -15%
RCM
69
Rain Capital Management
Oregon
$22.6M -$7.39M -64,589 -25%
PI
70
PFS Investments
Georgia
$21.9M -$37.4M -326,496 -63%
Renaissance Technologies
71
Renaissance Technologies
New York
$21.8M +$21.6M +188,785 New
Asset Management One
72
Asset Management One
Japan
$21.3M
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$20.6M -$1.11M -9,666 -5%
FA
74
Faithward Advisors
Pennsylvania
$19.9M -$3.9M -34,121 -17%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$19.7M -$7.29M -63,692 -27%

IEF Hedge Fund Activity: Q2 2021 in Review

614 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2021, worth a combined $10.2B — down 8% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IEF and 59 opened new positions — a net loss of 13 holders — while 254 trimmed existing stakes and 214 added.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 614 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2021, down from 634 in Q1 2021.
  • Funds reported $10.2B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2021, down 8% quarter-over-quarter.
  • 59 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2021 and 72 closed out, a net change of -13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $193M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q2 2021.