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iShares 7-10 Year Treasury Bond ETF

686 hedge funds and large institutions have $13.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 264 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $915M | Put options by funds: $466M

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 94

0% less funds holding

Funds holding: 688686 (-2)

4% less capital invested

Capital invested by funds: $13.8B → $13.3B (-$545M)

4.52% less ownership

Funds ownership: 78.35%73.82% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 264

Holders
686
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.82%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.99%
New
100
Increased
233
Reduced
264
Closed
94
Calls
$915M
Puts
$466M
Net Calls
+$449M
Net Calls Change
+$911M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$24M -$5.16M -46,539 -17%
PRS
77
Pinkerton Retirement Specialists
Idaho
$23.5M +$24.3M +219,036 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$22.6M +$4.66M +41,965 +25%
EVM
79
Eaton Vance Management
Massachusetts
$22.3M +$6.69M +60,252 +41%
IWP
80
Innova Wealth Partners
Pennsylvania
$21.9M +$8.62M +77,700 +62%
LJAC
81
L.J. Altfest & Co
New York
$21.2M +$8.45M +76,160 +63%
CT
82
Cambridge Trust
Massachusetts
$20.6M -$10.4M -93,342 -33%
Simplex Trading
83
Simplex Trading
Illinois
$20.3M +$20.2M +181,681 +2,578%
Asset Management One
84
Asset Management One
Japan
$19.8M
GAG
85
GM Advisory Group
New York
$19.7M -$1.4M -12,648 -6%
Rafferty Asset Management
86
Rafferty Asset Management
New York
$19.4M -$5.83M -52,550 -23%
FFM
87
Fullerton Fund Management
Singapore
$18.5M +$16M +144,572 +525%
GJIC
88
Gamble Jones Investment Counsel
California
$18.2M -$596K -5,366 -3%
MG
89
Mather Group
Illinois
$18.2M -$7.12M -64,153 -27%
PCIG
90
Partners Capital Investment Group
Massachusetts
$18.1M -$1.01M -9,126 -5%
5L
91
55I LLC
Massachusetts
$17.9M +$6.1M +54,937 +49%
FA
92
Faithward Advisors
Pennsylvania
$17.7M +$783K +7,059 +4%
ACA
93
Anchor Capital Advisors
Massachusetts
$17.1M -$438K -3,951 -2%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$16.6M -$2.71M -24,422 -14%
CAN
95
Cetera Advisor Networks
California
$16.4M -$482K -4,340 -3%
RA
96
Rational Advisors
New York
$15.4M +$14M +126,243 +746%
OC
97
Oakworth Capital
Alabama
$15.3M +$15.8M +142,041 New
Bank of New York Mellon
98
Bank of New York Mellon
New York
$15M -$6.63M -59,714 -30%
WMS
99
Wealth Management Solutions
Pennsylvania
$14.9M +$15.4M +139,044 New
Twin Tree Management
100
Twin Tree Management
Texas
$14.9M -$912K -8,219 -6%

IEF Hedge Fund Activity: Q1 2022 in Review

686 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2022, worth a combined $13.3B — down 3.9% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IEF positions and 94 closed out — a net gain of 6 holders — while 233 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Bank of America, cutting an estimated $376M.

  • 686 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2022, down from 688 in Q4 2021.
  • Funds reported $13.3B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 100 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2022 and 94 closed out, a net change of +6 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $730M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2022 was Bank of America, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2022.