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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
LFAS
101
Level Four Advisory Services
Texas
$14.6M +$6.48M +58,412 +76%
BMCM
102
Burns Matteson Capital Management
New York
$14.5M +$14.4M +129,532 +2,386%
SFS
103
Starfox Financial Services
Texas
$14.4M +$15.6M +140,930 New
NA
104
NewEdge Advisors
Louisiana
$14.2M -$690K -6,221 -5%
TPCW
105
TD Private Client Wealth
New York
$13.9M -$169K -1,519 -1%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$13.3M +$2.34M +21,043 +20%
BFG
107
Barber Financial Group
Kansas
$13.3M +$9.02M +81,266 +190%
KF
108
Krilogy Financial
Missouri
$13.3M +$236K +2,131 +2%
IA
109
IFP Advisors
Florida
$13.2M -$31.4M -283,017 -69%
RIM
110
Rakuten Investment Management
Japan
$13.1M -$233K -2,100 -2%
Mariner
111
Mariner
Kansas
$13.1M +$615K +5,546 +5%
MML Investors Services
112
MML Investors Services
Massachusetts
$12.8M +$1.26M +11,378 +11%
FCM
113
Fourpath Capital Management
Oklahoma
$12.8M +$934K +8,418 +8%
WPA
114
West Paces Advisors
Georgia
$12.6M +$2.97M +26,722 +29%
TC
115
Trilogy Capital
California
$12.6M +$66.3K +597 +0.5%
GW
116
GW & Wade
Massachusetts
$12.4M +$8.66K +78 +0.1%
HCM
117
Hilton Capital Management
New York
$12.4M -$95.9M -864,140 -88%
CC
118
Cypress Capital
Tennessee
$12.3M +$901K +8,121 +8%
CG
119
Cutler Group
California
$12.1M +$10.9M +98,212 +700%
CIAS
120
Capital Investment Advisory Services
North Carolina
$12M +$12.1M +109,317 +4,867%
JF
121
Jump Financial
Illinois
$11.8M +$11M +99,488 +923%
LHWM
122
Lake Hills Wealth Management
Texas
$11.8M +$6.15M +55,414 +101%
BPA
123
Beacon Pointe Advisors
California
$11.8M +$11.6M +104,868 +2,165%
MHS
124
M Holdings Securities
Oregon
$11.6M +$11.9M +107,626 New
KWM
125
Kingsview Wealth Management
Oregon
$11.2M +$763K +6,878 +7%

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.