We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

782 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 315 increasing their positions, 227 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 78

39% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 227

21% more call options, than puts

Call options by funds: $554M | Put options by funds: $458M

18% more funds holding in top 10

Funds holding in top 10: 84 → 99 (+15)

10.32% more ownership

Funds ownership: 80.67% → 90.99% (+10%)

8% more funds holding

Funds holding: 727 → 782 (+55)

40% less capital invested

Capital invested by funds: $43.8B → $26.4B (-$17.4B)

Holders
782
Holders Change
+55
Holders Change %
+7.57%
% of All Funds
12.46%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
152
Increased
315
Reduced
227
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.71B
2
CCMG
Clark Capital Management Group
Pennsylvania
+$977M
3
Morgan Stanley
Morgan Stanley
New York
+$823M
4
UBS Group
UBS Group
Switzerland
+$718M
5
AssetMark Inc
AssetMark Inc
California
+$363M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$524M
2
BlackRock
BlackRock
New York
-$221M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$186M
4
JHU
Johns Hopkins University
Maryland
-$147M
5
RBA
Richard Bernstein Advisors
New York
-$127M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
801
Northstar Advisory Group
New Jersey
– -$2.2M -22,933 Closed
SAM
802
Securian Asset Management
Minnesota
– -$1.9M -19,855 Closed
OCM
803
Ovata Capital Management
Hong Kong
– -$1.61M -16,810 Closed
TI
804
Truepoint Inc
Ohio
– -$1.42M -14,826 Closed
DWT
805
Dorsey & Whitney Trust
South Dakota
– -$1.41M -14,712 Closed
OFG
806
OmniStar Financial Group
North Carolina
– -$1.25M -13,100 Closed
SFS
807
Sowell Financial Services
Arkansas
– -$1.15M -12,018 Closed
IUHSA
808
Itau Unibanco Holding S.A.
Brazil
– -$1.03M -10,680 Closed
MFA
809
Mayflower Financial Advisors
Massachusetts
– -$623K -9,426 Closed
MAG
810
Mayfair Advisory Group
Alabama
– -$905K -9,180 Closed
CF
811
Centaurus Financial
California
– -$681K -7,112 Closed
BEI
812
Benjamin Edwards Inc
Missouri
– -$676K -7,059 Closed
CLG
813
Cooperman Leon G
– -$623K -6,506 Closed
PP
814
Patron Partners
Texas
– -$556K -5,802 Closed
CCM
815
Canal Capital Management
Virginia
– -$538K -5,622 Closed
VRM
816
Vectors Research Management
New York
– -$458K -4,785 Closed
HC
817
HNP Capital
New York
– -$457K -4,771 Closed
CF
818
Clarity Financial
Texas
– -$453K -4,729 Closed
IP
819
Ignite Planners
California
– -$451K -4,553 Closed
BBL
820
Beck Bode LLC
Massachusetts
– -$382K -3,993 Closed
Koshinski Asset Management
821
Koshinski Asset Management
Illinois
– -$377K -3,940 Closed
NCM
822
Northland Capital Management
Minnesota
– -$345K -3,600 Closed
JIP
823
Jaffetilchin Investment Partners
Florida
– -$344K -3,588 Closed
SWM
824
Silverlake Wealth Management
Vermont
– -$336K -3,506 Closed
TFCP
825
Twin Focus Capital Partners
Massachusetts
– -$309K -3,226 Closed
31 32
33
34 35

IEF Hedge Fund Activity: Q1 2023 in Review

782 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2023, worth a combined $26.4B — down 40% from $43.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new IEF positions and 78 closed out — a net gain of 74 holders — while 315 added to existing stakes and 227 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.71B. The largest seller was JP Morgan Chase, cutting an estimated $524M.

  • 782 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2023, up from 727 in Q4 2022.
  • Funds reported $26.4B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2023, down 40% quarter-over-quarter.
  • 152 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2023 and 78 closed out, a net change of +74 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2023 was Fidelity Investments, an estimated $2.71B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $524M sold.

Based on aggregated 13F filings for Q1 2023.