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iShares 7-10 Year Treasury Bond ETF

655 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 232

3% more funds holding

Funds holding: 633655 (+22)

5.96% less ownership

Funds ownership: 80.64%74.68% (-6%)

8% less capital invested

Capital invested by funds: $16.3B → $15B (-$1.3B)

12% less funds holding in top 10

Funds holding in top 10: 9785 (-12)

58% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $2.43B

Holders
655
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
13.22%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
263
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Shepherd Financial Partners
Massachusetts
$17.1M +$1.6M +13,114 +10%
CAL
102
Capital Analysts LLC
Pennsylvania
$16.7M +$925K +7,580 +6%
CA
103
Cambridge Associates
Massachusetts
$16.3M +$2.04M +16,747 +14%
ODG
104
O'Dell Group
Ohio
$16.1M +$319K +2,611 +2%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$15.8M
AP
106
Advisors Preferred
Maryland
$15.5M +$12.8M +104,564 +457%
GW
107
GW & Wade
Massachusetts
$15.5M +$2.54M +20,804 +20%
IA
108
IFP Advisors
Florida
$14.4M -$7.69M -63,059 -35%
TPCW
109
TD Private Client Wealth
New York
$14.4M +$1.32M +10,844 +10%
TC
110
Trilogy Capital
California
$14.3M +$3.96M +32,421 +38%
FBB
111
Fulton Breakefield Broenniman
Maryland
$14.2M +$832K +6,817 +6%
HighTower Advisors
112
HighTower Advisors
Illinois
$13.9M +$5.11M +41,886 +58%
KeyBank National Association
113
KeyBank National Association
Ohio
$13.9M +$1.93M +15,812 +16%
CS
114
Credit Suisse
Switzerland
$13.8M -$114M -932,705 -89%
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M +$12.6M +103,233 +1,083%
MCG
116
MACRO Consulting Group
New Jersey
$13.5M +$504K +4,134 +4%
TM
117
Titan Managers
Arizona
$13.4M -$40.1K -329 -0.3%
MAM
118
Madison Asset Management
Wisconsin
$13.4M +$11.1M +91,369 +499%
BPB
119
Badgley, Phelps & Bell
Washington
$13.2M -$439K -3,599 -3%
US Bancorp
120
US Bancorp
Minnesota
$13.1M -$3.04M -24,936 -19%
ACA
121
Anchor Capital Advisors
Massachusetts
$12.9M -$350K -2,871 -3%
DF
122
Donoghue Forlines
Massachusetts
$12.8M -$1.23M -10,073 -9%
Deutsche Bank
123
Deutsche Bank
Germany
$12.7M +$5.63M +46,112 +80%
LPT
124
Legacy Private Trust
Wisconsin
$12.4M -$1.55M -12,718 -11%
GWM
125
Geneos Wealth Management
Colorado
$12.4M -$77.1K -632 -0.6%

IEF Hedge Fund Activity: Q3 2020 in Review

655 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2020, worth a combined $15B — down 8% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IEF positions and 48 closed out — a net gain of 27 holders — while 263 added to existing stakes and 232 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $464M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 655 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2020, up from 633 in Q2 2020.
  • Funds reported $15B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2020, down 8% quarter-over-quarter.
  • 75 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2020 and 48 closed out, a net change of +27 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2020 was QS Investors, an estimated $464M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2020.