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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
FA
126
Forefront Analytics
Pennsylvania
$8.96M -$602K -5,168 -6%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$8.8M -$2.9M -24,930 -24%
MHS
128
M Holdings Securities
Oregon
$8.49M +$955K +8,201 +12%
AI
129
Atria Investments
North Carolina
$8.48M -$1.62M -13,886 -16%
GEM
130
Global Endowment Management
North Carolina
$8.46M
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.11M +$6.42M +55,134 +330%
CAS
132
Cascadia Advisory Services
Oregon
$8.1M +$8.35M +71,696 New
CA
133
Cetera Advisors
Colorado
$8.09M -$3.49M -29,991 -30%
BA
134
Ballew Advisors
Mississippi
$7.99M +$4.17M +35,750 +103%
HighTower Advisors
135
HighTower Advisors
Illinois
$7.81M +$219K +1,878 +3%
SCI
136
Stableford Capital II
Arizona
$7.81M -$12.6M -107,741 -61%
SPC
137
Sigma Planning Corp
Michigan
$7.67M -$21.7M -186,328 -73%
WJA
138
Willis Johnson & Associates
Texas
$7.57M +$917K +7,874 +13%
FA
139
Freestate Advisors
Kansas
$7.43M -$2.98M -25,606 -28%
IA
140
IFP Advisors
Florida
$7.27M -$1.76M -15,139 -19%
EC
141
Estate Counselors
Wisconsin
$7.25M -$466K -4,000 -6%
KAS
142
Kestra Advisory Services
Texas
$7.12M -$5.04M -43,244 -41%
CAN
143
Cetera Advisor Networks
California
$7.04M +$137K +1,177 +2%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$6.99M +$845K +7,253 +13%
LPT
145
Legacy Private Trust
Wisconsin
$6.96M -$1.34M -11,539 -16%
BMCM
146
Burns Matteson Capital Management
New York
$6.94M +$5.18M +44,428 +261%
TIA
147
Traphagen Investment Advisors
New Jersey
$6.81M +$531K +4,555 +8%
BL
148
BFSG LLC
California
$6.77M -$4.4M -37,755 -39%
BBA
149
Braun-Bostich & Associates
Pennsylvania
$6.71M +$1.01M +8,667 +17%
KPWS
150
Kestra Private Wealth Services
Texas
$6.63M +$287K +2,465 +4%

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.