iShares 7-10 Year Treasury Bond ETF
609 hedge funds and large institutions have $15.1B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 74 closing their positions.
76% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 74
45% more funds holding in top 10
Funds holding in top 10: 66 → 96 (+30)
9% more capital invested
Capital invested by funds: $13.8B → $15.1B (+$1.3B)
7% more funds holding
Funds holding: 567 → 609 (+42)
9% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 200
7.16% less ownership
Funds ownership: 78.85% → 71.69% (-7.2%)
63% less call options, than puts
Call options by funds: $367M | Put options by funds: $994M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$218M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$194M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$194M |
| 4 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$167M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$578M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$303M |
| 3 |
Morgan Stanley
New York
|
-$284M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$132M |
| 5 |
Goldman Sachs
New York
|
-$127M |
IEF Hedge Fund Activity: Q1 2020 in Review
609 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2020, worth a combined $15.1B — up 9.4% from $13.8B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new IEF positions and 74 closed out — a net gain of 56 holders — while 217 added to existing stakes and 200 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $218M. The largest seller was JP Morgan Chase, cutting an estimated $578M.
- 609 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2020, up from 567 in Q4 2019.
- Funds reported $15.1B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2020, up 9.4% quarter-over-quarter.
- 130 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2020 and 74 closed out, a net change of +56 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2020 was Charles Schwab, an estimated $218M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2020 was JP Morgan Chase, an estimated $578M sold.
Based on aggregated 13F filings for Q1 2020.