iShares 7-10 Year Treasury Bond ETF
633 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 264 increasing their positions, 190 reducing their positions, and 71 closing their positions.
41% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 71
39% more repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 190
8.95% more ownership
Funds ownership: 71.69% → 80.64% (+8.9%)
8% more capital invested
Capital invested by funds: $15.1B → $16.3B (+$1.17B)
4% more funds holding
Funds holding: 609 → 633 (+24)
1% more funds holding in top 10
Funds holding in top 10: 96 → 97 (+1)
78% less call options, than puts
Call options by funds: $361M | Put options by funds: $1.66B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$551M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$408M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$324M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$307M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$776M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$164M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$137M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$120M |
| 5 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$108M |
IEF Hedge Fund Activity: Q2 2020 in Review
633 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2020, worth a combined $16.3B — up 7.7% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IEF positions and 71 closed out — a net gain of 29 holders — while 264 added to existing stakes and 190 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $551M. The largest seller was JP Morgan Chase, cutting an estimated $776M.
- 633 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2020, up from 609 in Q1 2020.
- Funds reported $16.3B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2020, up 7.7% quarter-over-quarter.
- 100 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2020 and 71 closed out, a net change of +29 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2020 was AssetMark Inc, an estimated $551M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2020 was JP Morgan Chase, an estimated $776M sold.
Based on aggregated 13F filings for Q2 2020.