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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
HI
101
Hudock Inc
Pennsylvania
$13.5M +$2.56M +21,944 +23%
5L
102
55I LLC
Massachusetts
$13.3M +$3.36M +28,807 +32%
GAG
103
GM Advisory Group
New York
$13.3M -$2.68M -23,001 -16%
Citigroup
104
Citigroup
New York
$13.1M -$10.9M -93,872 -45%
FBB
105
Fulton Breakefield Broenniman
Maryland
$13.1M +$1.73M +14,809 +15%
FFA
106
Fragasso Financial Advisors
Pennsylvania
$13.1M -$349K -2,992 -3%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$12.9M -$20.4M -175,104 -60%
GWM
108
Geneos Wealth Management
Colorado
$12.8M -$701K -6,015 -5%
RVPG
109
Relative Value Partners Group
$12.6M -$7.59M -65,145 -37%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$12.4M -$5.22M -44,837 -29%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$12.3M +$11.7M +100,548 +1,181%
TC
112
Trilogy Capital
California
$12.1M -$2.12M -18,200 -15%
KeyBank National Association
113
KeyBank National Association
Ohio
$11.9M +$585K +5,023 +5%
MML Investors Services
114
MML Investors Services
Massachusetts
$11.8M -$12M -103,425 -50%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$11.7M +$7.41M +63,616 +160%
AWM
116
AE Wealth Management
Kansas
$11.6M -$41.9M -359,732 -78%
PWM
117
Palumbo Wealth Management
New York
$10.5M -$288K -2,469 -3%
First Trust Advisors
118
First Trust Advisors
Illinois
$10.5M +$1.63M +13,968 +18%
Lido Advisors
119
Lido Advisors
California
$10.1M +$49.2K +422 +0.5%
Lazard Asset Management
120
Lazard Asset Management
New York
$10.1M
SFS
121
Sowell Financial Services
Arkansas
$9.86M +$5.37M +46,055 +115%
WPA
122
West Paces Advisors
Georgia
$9.8M -$231K -1,982 -2%
PAMG
123
Patton Albertson Miller Group
Tennessee
$9.46M +$163K +1,399 +2%
US Bancorp
124
US Bancorp
Minnesota
$9.3M -$155K -1,334 -2%
MM
125
Meridian Management
Arkansas
$9.17M -$789K -6,774 -8%

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.