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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.2B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 77.53%75.14% (-2.4%)

3% less funds holding

Funds holding: 634614 (-20)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$884M)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

16% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 254

18% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 72

30% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.96B

Holders
614
Holders Change
-20
Holders Change %
-3.15%
% of All Funds
10.69%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.82%
New
59
Increased
214
Reduced
254
Closed
72
Calls
$1.37B
Puts
$1.96B
Net Calls
-$585M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
101
Fulton Breakefield Broenniman
Maryland
$13.4M -$59.4K -519 -0.4%
5L
102
55I LLC
Massachusetts
$12.5M -$1.12M -9,769 -8%
PWM
103
Palumbo Wealth Management
New York
$12.3M +$1.52M +13,296 +14%
NWA
104
New World Advisors
Massachusetts
$12.3M +$12.1M +106,163 New
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$12.2M -$371K -3,239 -3%
Lido Advisors
106
Lido Advisors
California
$12M +$1.64M +14,326 +16%
CAL
107
Capital Analysts LLC
Pennsylvania
$11.8M -$4.57M -39,952 -28%
CIBC World Market
108
CIBC World Market
Ontario, Canada
$11.6M -$350K -3,056 -3%
FS
109
Ferguson Shapiro
Georgia
$11.3M +$11.2M +97,799 New
KeyBank National Association
110
KeyBank National Association
Ohio
$11.3M -$937K -8,189 -8%
Citigroup
111
Citigroup
New York
$11.2M -$2.2M -19,199 -16%
FFA
112
Fragasso Financial Advisors
Pennsylvania
$11.1M -$2.25M -19,655 -17%
MML Investors Services
113
MML Investors Services
Massachusetts
$10.8M -$1.27M -11,121 -11%
KP
114
Keel Point
Alabama
$10.6M -$8.64M -75,480 -45%
First Trust Advisors
115
First Trust Advisors
Illinois
$10.2M -$463K -4,043 -4%
MHS
116
M Holdings Securities
Oregon
$10.1M +$1.36M +11,904 +16%
SFS
117
Sowell Financial Services
Arkansas
$10M +$93.8K +820 +1%
WPA
118
West Paces Advisors
Georgia
$9.94M -$86.7K -758 -0.9%
HI
119
Hudock Inc
Pennsylvania
$9.89M -$3.85M -33,669 -28%
CAN
120
Cetera Advisor Networks
California
$9.83M +$2.61M +22,793 +37%
APA
121
American Portfolios Advisors
New York
$9.77M +$6.79M +59,304 +234%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$9.53M -$3.17M -27,715 -25%
PAMG
123
Patton Albertson Miller Group
Tennessee
$9.48M -$192K -1,682 -2%
MMA
124
Miracle Mile Advisors
California
$9.4M -$11.4M -99,318 -55%
CCM
125
Crabel Capital Management
California
$9.29M +$9.21M +80,441 New

IEF Hedge Fund Activity: Q2 2021 in Review

614 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2021, worth a combined $10.2B — down 8% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IEF and 59 opened new positions — a net loss of 13 holders — while 254 trimmed existing stakes and 214 added.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 614 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2021, down from 634 in Q1 2021.
  • Funds reported $10.2B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2021, down 8% quarter-over-quarter.
  • 59 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2021 and 72 closed out, a net change of -13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $193M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q2 2021.