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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
EI
726
Ellevest Inc
New York
-$134K -1,115 Closed
SFSG
727
Sound Financial Strategies Group
Mississippi
-$111K -928 Closed
FPCG
728
Fort Pitt Capital Group
Pennsylvania
-$111K -922 Closed
CAM
729
Caprin Asset Management
Virginia
-$65K -546 Closed
GA
730
GoalVest Advisory
New York
-$42K -347 Closed
FWM
731
Filbrandt Wealth Management
Wisconsin
-$34K -287 Closed
FCH
732
Freestone Capital Holdings
Washington
-$23.8K -198 Closed
GFPC
733
Global Financial Private Client
Florida
-$22.9K -191 Closed
ETI
734
Enterprise Trust & Investment
California
-$17K -148 Closed
SQA
735
Simon Quick Advisors
New Jersey
-$16K -137 Closed
HPC
736
HM Payson & Co
Maine
-$15K -128 Closed
PMFA
737
Plante Moran Financial Advisors
Michigan
-$11K -93 Closed
CYG
738
Clean Yield Group
Vermont
-$7K -62 Closed
SIAG
739
Safeguard Investment Advisory Group
California
-$7K -62 Closed
TWA
740
TCI Wealth Advisors
Arizona
-$7K -62 Closed
TIAM2
741
Tru Independence Asset Management 2
Oregon
-$6K -54 Closed
Marshall Wace
742
Marshall Wace
United Kingdom
-$3.61K -31 Closed
TC
743
Tacita Capital
Ontario, Canada
-$3K -28 Closed
CA
744
Crewe Advisors
Utah
-$3K -27 Closed
AF
745
Allworth Financial
California
-$1K -12 Closed
CPFP
746
Clear Perspectives Financial Planning
Ohio
-$1K -11 Closed
Simplex Trading
747
Simplex Trading
Illinois
+$9.27M +79,530 +647%

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.