We are live on ! Find out more
IEF icon

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
OMC
176
Old Mission Capital
Illinois
$5.07M +$5.23M +44,854 New
WP
177
WealthSource Partners
California
$5.05M -$2.08M -17,812 -28%
MFM
178
Mirsky Financial Management
New York
$5.01M -$91.7K -787 -2%
BF
179
BOK Financial
Oklahoma
$4.95M -$52.9K -454 -1%
CCP
180
Cardan Capital Partners
Colorado
$4.73M +$4.39M +37,691 +890%
FIM
181
Freedom Investment Management
Connecticut
$4.71M -$2.08M -17,855 -30%
MAFM
182
Mid Atlantic Financial Management
Pennsylvania
$4.64M -$1.08M -9,306 -18%
Northern Trust
183
Northern Trust
Illinois
$4.64M +$1.17M +10,018 +27%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$4.6M +$747K +6,413 +19%
BFA
185
Beaumont Financial Advisors
Massachusetts
$4.57M -$1.97M -16,867 -29%
EDRH
186
Edmond de Rothschild Holding
Switzerland
$4.47M +$355K +3,046 +8%
EWA
187
Exencial Wealth Advisors
Oklahoma
$4.46M -$86.5K -742 -2%
CI
188
CX Institutional
Indiana
$4.42M +$628K +5,390 +16%
BAM
189
Belpointe Asset Management
Nevada
$4.22M -$255K -2,192 -6%
UWM
190
USAdvisors Wealth Management
Minnesota
$4.2M +$3.4M +29,162 +363%
GWM
191
Graybill Wealth Management
Illinois
$4.19M +$1.21M +10,411 +39%
EF
192
Empirical Finance
Pennsylvania
$4.09M
PWS
193
Private Wealth Strategies
Ohio
$3.96M +$4.1M +35,195 New
DADC
194
D.A. Davidson & Co
Montana
$3.94M +$543K +4,664 +15%
TAIM
195
TD Ameritrade Investment Management
Nebraska
$3.92M
TI
196
tru Independence
Oregon
$3.91M -$583K -5,000 -13%
ASN
197
Advisory Services Network
Georgia
$3.89M -$777K -6,670 -16%
KWM
198
Kingsview Wealth Management
Oregon
$3.78M +$1.18M +10,164 +44%
JWCA
199
J.W. Cole Advisors
Florida
$3.64M +$951K +8,162 +34%
WB
200
WesBanco Bank
West Virginia
$3.58M +$3.69M +31,710 New

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.