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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
UBV
151
United Bank (Virginia)
Virginia
$6.58M -$19.1M -164,104 -74%
JF
152
Jump Financial
Illinois
$6.5M +$6.7M +57,528 New
ACP
153
Aveo Capital Partners
Colorado
$6.48M +$4.9M +42,022 +273%
FA
154
FDx Advisors
Illinois
$6.47M +$5.94M +50,984 +811%
VFA
155
Voya Financial Advisors
Connecticut
$6.44M +$2.35M +20,158 +55%
MAM
156
Madison Asset Management
Wisconsin
$6.43M +$5.05M +43,337 +318%
CAG
157
Csenge Advisory Group
Florida
$6.42M +$253K +2,169 +4%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$6.37M -$2.22M -19,083 -25%
LFAS
159
Level Four Advisory Services
Texas
$6.29M +$1.43M +12,242 +28%
SWP
160
Strategic Wealth Partners
Ohio
$6.25M +$520K +4,463 +9%
HA
161
HC Advisors
Georgia
$6.25M -$156K -1,341 -2%
CGFA
162
Colton Groome Financial Advisors
North Carolina
$6.24M +$4.26M +36,523 +195%
SCM
163
Spreng Capital Management
Ohio
$6.23M +$1.15M +9,830 +22%
Creative Planning
164
Creative Planning
Kansas
$6.2M -$2.45M -21,057 -28%
JIR
165
James Investment Research
Ohio
$6.15M -$9.72M -83,418 -61%
WPIC
166
White Pine Investment Company
Michigan
$6.08M -$613K -5,262 -9%
PAG
167
Private Advisor Group
New Jersey
$5.92M -$6.13M -52,655 -50%
BZWA
168
Blue Zone Wealth Advisors
California
$5.81M -$1.57M -13,494 -21%
TC
169
TownSquare Capital
Utah
$5.64M +$1.69M +14,471 +41%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$5.63M +$58.4K +501 +1%
ODG
171
O'Dell Group
Ohio
$5.53M -$10M -86,104 -64%
PFPT
172
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.51M -$3.79M -32,493 -40%
SF
173
Synovus Financial
Georgia
$5.2M -$6.13M -52,618 -53%
LNC
174
Lincoln National Corp
Pennsylvania
$5.11M -$69K -592 -1%
AMG
175
Asset Management Group
Connecticut
$5.07M -$55.6K -477 -1%

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.