iShares 7-10 Year Treasury Bond ETF
IEF
907 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 310 increasing their positions, 305 reducing their positions, and 82 closing their positions.
161% more first-time investments, than exits
New positions opened: 214 | Existing positions closed: 82
33% more call options, than puts
Call options by funds: $1.12B | Put options by funds: $843M
14% more funds holding
Funds holding: 793 → 907 (+114)
13% more funds holding in top 10
Funds holding in top 10: 91 → 103 (+12)
5.67% more ownership
Funds ownership: 88.32% → 93.99% (+5.7%)
2% more capital invested
Capital invested by funds: $24.3B → $24.8B (+$505M)
2% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 305
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
+$863M |
| 2 |
Morgan Stanley
New York
|
+$387M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$316M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$161M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.5B |
| 2 |
Charles Schwab
San Francisco,
California
|
-$334M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$279M |
| 4 |
PC
Peavine Capital
Reno,
Nevada
|
-$148M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$118M |
IEF Hedge Fund Activity: Q4 2023 in Review
907 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2023, worth a combined $24.8B — up 2.1% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 214 funds opened new IEF positions and 82 closed out — a net gain of 132 holders — while 310 added to existing stakes and 305 trimmed.
The largest buyer was Canoe Financial, opening a new position worth an estimated $863M. The largest seller was JP Morgan Chase, cutting an estimated $1.5B.
- 907 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2023, up from 793 in Q3 2023.
- Funds reported $24.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2023, up 2.1% quarter-over-quarter.
- 214 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2023 and 82 closed out, a net change of +132 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2023 was Canoe Financial, an estimated $863M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $1.5B sold.
Based on aggregated 13F filings for Q4 2023.