We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 214

3% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$308M)

0.78% more ownership

Funds ownership: 75.14%75.92% (+0.78%)

0% more funds holding

Funds holding: 614614 (0)

42% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.75B

Holders
614
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
77
Increased
229
Reduced
214
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$8.89M +$701K +5,992 +8%
LPT
127
Legacy Private Trust
Wisconsin
$8.89M +$1.57M +13,429 +21%
JF
128
Jump Financial
Illinois
$8.88M +$4.6M +39,346 +104%
FFA
129
Fragasso Financial Advisors
Pennsylvania
$8.7M -$2.44M -20,885 -22%
BCI
130
Brinker Capital Investments
Pennsylvania
$8.69M
GEM
131
Global Endowment Management
North Carolina
$8.63M
LFAS
132
Level Four Advisory Services
Texas
$8.59M +$120K +1,030 +1%
BWM
133
Biltmore Wealth Management
Arizona
$8.5M +$8.63M +73,781 New
HighTower Advisors
134
HighTower Advisors
Illinois
$7.91M +$675K +5,776 +9%
SCI
135
Stableford Capital II
Arizona
$7.83M -$121K -1,039 -2%
FA
136
Freestate Advisors
Kansas
$7.83M +$49K +419 +0.6%
US Bancorp
137
US Bancorp
Minnesota
$7.66M -$9.71K -83 -0.1%
HH
138
Hilltop Holdings
Texas
$7.41M -$8.54M -73,074 -53%
I
139
INVST
Indiana
$7.07M -$8.23M -70,368 -53%
KPWS
140
Kestra Private Wealth Services
Texas
$6.85M -$99.6K -852 -1%
VA
141
Verdad Advisers
Massachusetts
$6.57M +$6.66M +57,000 New
GWM
142
Geneos Wealth Management
Colorado
$6.54M -$1.41M -12,052 -18%
HA
143
HC Advisors
Georgia
$6.52M +$18.2K +156 +0.3%
LGWM
144
Litman Gregory Wealth Management
California
$6.42M +$4.96M +42,382 +317%
KWM
145
Kingsview Wealth Management
Oregon
$6.3M +$1.2M +10,261 +23%
SWP
146
Strategic Wealth Partners
Ohio
$6.28M -$58.9K -504 -0.9%
SEM
147
Strategic Equity Management
Arizona
$6.24M +$3.54M +30,301 +127%
DSAM
148
Dock Street Asset Management
Florida
$6.22M +$6.31M +53,967 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$6.19M -$10.2K -87 -0.2%
SCM
150
Spreng Capital Management
Ohio
$6.11M -$105K -897 -2%