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
TCA
201
Transcend Capital Advisors
New Jersey
$3.37M -$292K -2,506 -8%
BS
202
Banco Santander
Spain
$3.3M
SJIC
203
St. James Investment Company
Texas
$3.27M -$382K -3,275 -10%
CWM
204
Connecticut Wealth Management
Connecticut
$3.26M
SCM
205
Seascape Capital Management
New Hampshire
$3.13M -$656K -5,627 -17%
AIC
206
Ameritas Investment Company
Nebraska
$3.1M +$1.28M +11,008 +67%
OIA
207
OneDigital Investment Advisors
Kansas
$3.09M +$1.37M +11,744 +75%
HNW
208
High Note Wealth
Minnesota
$3.09M +$79K +678 +3%
TI
209
Tidal Investments
Wisconsin
$3.05M -$121K -1,036 -4%
GRP
210
Global Retirement Partners
California
$2.93M +$58.1K +499 +2%
SFM
211
Signet Financial Management
New Jersey
$2.92M +$254K +2,183 +9%
APA
212
American Portfolios Advisors
New York
$2.86M +$87K +747 +3%
UCFA
213
United Capital Financial Advisors
Texas
$2.85M -$87.1K -748 -3%
LWM
214
Lyell Wealth Management
California
$2.82M -$730K -6,265 -20%
AFA
215
American Financial Advisors
Georgia
$2.77M -$443K -3,802 -13%
SC
216
Slow Capital
California
$2.74M +$263K +2,261 +11%
PL
217
Protective Life
Alabama
$2.71M
SAM
218
SignalPoint Asset Management
Missouri
$2.71M -$468K -4,018 -14%
SC
219
Scotia Capital
Ontario, Canada
$2.67M -$837K -7,181 -23%
DC
220
Davenport & Co
Virginia
$2.6M -$269K -2,307 -9%
BWP
221
Bernardo Wealth Planning
Pennsylvania
$2.58M +$78.6K +675 +3%
RJT
222
Raymond James Trust
Florida
$2.57M -$79.6K -683 -3%
RWM
223
Ritholtz Wealth Management
New York
$2.55M +$426K +3,659 +19%
NL
224
NWAM LLC
Washington
$2.51M +$815K +6,998 +46%
FNBOO
225
First National Bank of Omaha
Nebraska
$2.5M

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.