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iShares 7-10 Year Treasury Bond ETF

700 hedge funds and large institutions have $16B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $982M | Put options by funds: $380M

24% more funds holding in top 10

Funds holding in top 10: 6378 (+15)

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

21% more capital invested

Capital invested by funds: $13.3B → $16B (+$2.77B)

9.07% more ownership

Funds ownership: 73.82%82.89% (+9.1%)

2% more funds holding

Funds holding: 686700 (+14)

23% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 280

Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.79%
Holding in Top 10
78
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.81%
% of All Funds
1.31%
New
118
Increased
215
Reduced
280
Closed
97
Calls
$982M
Puts
$380M
Net Calls
+$602M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
51
Blue Trust Inc
Georgia
$39.7M +$37.9M +369,233 New
HI
52
Horizon Investments
North Carolina
$38.6M -$26.9M -261,665 -41%
TPCW
53
TD Private Client Wealth
New York
$38.6M +$25.4M +247,870 +192%
BSCM
54
Berry Street Capital Management
United Kingdom
$38.4M +$38.5M +375,000 New
PWAG
55
Polaris Wealth Advisory Group
California
$38.4M +$38.5M +374,913 New
PFM
56
Patton Fund Management
Texas
$37.8M +$2.26M +21,997 +6%
CIM
57
Confluence Investment Management
Missouri
$36.8M -$1.04M -10,161 -3%
SPF
58
Steven Patrick Farmer
$36.8M +$36.9M +359,584 New
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$35.4M
ODIJL
60
One Day In July LLC
Vermont
$33.7M +$2.45M +23,878 +8%
SMFG
61
Sumitomo Mitsui Financial Group
Japan
$32.3M +$3.19M +31,052 +11%
SG Americas Securities
62
SG Americas Securities
New York
$30.7M -$5.93M -57,826 -16%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$29.4M +$1.83M +17,876 +7%
CCM
64
Coldstream Capital Management
Washington
$29.2M -$21.2M -206,608 -42%
GG
65
GenWealth Group
New Jersey
$28.7M -$6.19M -60,367 -18%
MWM
66
Moulton Wealth Management
Washington
$28.5M
PPW
67
Parcion Private Wealth
Washington
$27.7M -$2.72M -26,486 -9%
SCP
68
Syntal Capital Partners
Texas
$27.7M +$27.8M +270,806 New
TCM
69
Twele Capital Management
Minnesota
$27.1M -$119K -1,162 -0.4%
MML Investors Services
70
MML Investors Services
Massachusetts
$26.8M +$14.7M +143,228 +120%
Truist Financial
71
Truist Financial
North Carolina
$24.9M +$2.1M +20,447 +9%
Cerity Partners
72
Cerity Partners
New York
$24.8M -$1.21M -11,804 -5%
SAM
73
Sompo Asset Management
Japan
$24.4M -$301K -2,929 -1%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$24.4M -$913K -8,897 -4%
CA
75
Cambridge Associates
Massachusetts
$24.4M -$98.6K -961 -0.4%

IEF Hedge Fund Activity: Q2 2022 in Review

700 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2022, worth a combined $16B — up 21% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IEF positions and 97 closed out — a net gain of 21 holders — while 215 added to existing stakes and 280 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.42B. The largest seller was BlackRock, cutting an estimated $189M.

  • 700 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2022, up from 686 in Q1 2022.
  • Funds reported $16B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2022, up 21% quarter-over-quarter.
  • 118 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2022 and 97 closed out, a net change of +21 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2022 was JP Morgan Chase, an estimated $1.42B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2022 was BlackRock, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2022.