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iShares 7-10 Year Treasury Bond ETF

686 hedge funds and large institutions have $13.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 264 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $915M | Put options by funds: $466M

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 94

0% less funds holding

Funds holding: 688686 (-2)

4% less capital invested

Capital invested by funds: $13.8B → $13.3B (-$545M)

4.52% less ownership

Funds ownership: 78.35%73.82% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 264

Holders
686
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.82%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.99%
New
100
Increased
233
Reduced
264
Closed
94
Calls
$915M
Puts
$466M
Net Calls
+$449M
Net Calls Change
+$911M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
151
HC Advisors
Georgia
$7.25M +$1.31M +11,842 +21%
KPWS
152
Kestra Private Wealth Services
Texas
$7.08M +$918K +8,276 +14%
AI
153
Atria Investments
North Carolina
$6.96M +$66.7K +601 +0.9%
AIP
154
Almanack Investment Partners
Pennsylvania
$6.91M +$1.93M +17,366 +37%
BFIC
155
Bedell Frazier Investment Counselling
California
$6.88M +$7.1M +63,988 New
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$6.76M -$1.82M -16,375 -21%
IWC
157
Integrated Wealth Concepts
Massachusetts
$6.73M +$908K +8,181 +15%
PWS
158
Private Wealth Strategies
Ohio
$6.59M +$2.8M +25,237 +70%
DSAM
159
Dock Street Asset Management
Florida
$6.46M +$315K +2,842 +5%
PWM
160
Pacific Wealth Management
California
$6.34M +$81.6K +735 +1%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$6.33M -$1.87M -16,855 -22%
SPW
162
Surience Private Wealth
Washington
$6.18M +$6.38M +57,464 New
PFA
163
Professional Financial Advisors
Nebraska
$6.09M +$2.86M +25,794 +84%
SEM
164
Strategic Equity Management
Arizona
$6.07M +$2.51M +22,596 +67%
BWM
165
Biltmore Wealth Management
Arizona
$6.03M -$633K -5,707 -9%
VCM
166
Virtue Capital Management
Tennessee
$6.01M +$3.4M +30,604 +121%
PCMU
167
Paragon Capital Management (Utah)
Utah
$5.98M -$23.3K -210 -0.4%
SCM
168
Spreng Capital Management
Ohio
$5.97M +$92.9K +837 +2%
RCM
169
Rain Capital Management
Oregon
$5.93M -$12.6M -113,259 -67%
I
170
INVST
Indiana
$5.89M -$222K -2,001 -3%
LGWM
171
Litman Gregory Wealth Management
California
$5.84M +$85.7K +772 +1%
CM
172
Columbus Macro
Pennsylvania
$5.75M +$172K +1,548 +3%
MWM
173
MY Wealth Management
Maryland
$5.74M +$5.92M +53,379 New
VT
174
Vise Technologies
New York
$5.73M -$24.7M -222,723 -81%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$5.72M -$31K -279 -0.5%

IEF Hedge Fund Activity: Q1 2022 in Review

686 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2022, worth a combined $13.3B — down 3.9% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IEF positions and 94 closed out — a net gain of 6 holders — while 233 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Bank of America, cutting an estimated $376M.

  • 686 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2022, down from 688 in Q4 2021.
  • Funds reported $13.3B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 100 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2022 and 94 closed out, a net change of +6 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $730M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2022 was Bank of America, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2022.