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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
Asset Management One
76
Asset Management One
Japan
$20.8M
NA
77
Nottingham Advisors
New York
$20.7M +$6.85M +58,790 +47%
MMA
78
Miracle Mile Advisors
California
$20.4M -$1.03M -8,821 -5%
EVM
79
Eaton Vance Management
Massachusetts
$20.1M +$5.25M +45,043 +34%
CA
80
Cambridge Associates
Massachusetts
$19.2M +$2.28M +19,547 +13%
ACA
81
Anchor Capital Advisors
Massachusetts
$19.2M +$6.32M +54,212 +47%
KP
82
Keel Point
Alabama
$18.9M -$1.24M -10,661 -6%
KF
83
Krilogy Financial
Missouri
$18.8M +$1.1M +9,406 +6%
Allianz Asset Management
84
Allianz Asset Management
Germany
$17.9M +$17.9M +153,324 +2,817%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$17.8M +$6.19M +53,108 +51%
HTC
86
Haverford Trust Company
Pennsylvania
$17.5M +$808K +6,932 +5%
GJIC
87
Gamble Jones Investment Counsel
California
$16.7M +$9.09K +78 +0.1%
Barclays
88
Barclays
United Kingdom
$16.4M -$113M -965,675 -87%
B
89
Barings
North Carolina
$16.1M -$16.4M -140,982 -50%
CAL
90
Capital Analysts LLC
Pennsylvania
$16M +$264K +2,270 +2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$15.9M -$8.79M -75,474 -35%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$15.8M
TPCW
93
TD Private Client Wealth
New York
$15.4M +$1.41M +12,112 +10%
Twin Tree Management
94
Twin Tree Management
Texas
$14.9M -$530K -4,545 -3%
RIM
95
Rakuten Investment Management
Japan
$14.9M +$6M +51,500 +64%
MCG
96
MACRO Consulting Group
New Jersey
$14.7M +$1.77M +15,163 +13%
SG Americas Securities
97
SG Americas Securities
New York
$14.3M -$5.48M -47,068 -27%
I
98
INVST
Indiana
$14.2M +$637K +5,464 +5%
BSB
99
Bangor Savings Bank
Maine
$14.2M +$1.8M +15,492 +14%
GW
100
GW & Wade
Massachusetts
$13.9M -$1.06M -9,085 -7%

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.