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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.2B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 77.53%75.14% (-2.4%)

3% less funds holding

Funds holding: 634614 (-20)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$884M)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

16% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 254

18% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 72

30% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.96B

Holders
614
Holders Change
-20
Holders Change %
-3.15%
% of All Funds
10.69%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.82%
New
59
Increased
214
Reduced
254
Closed
72
Calls
$1.37B
Puts
$1.96B
Net Calls
-$585M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Advisors Preferred
Maryland
$3.22M -$50.2M -438,749 -94%
GRP
202
Global Retirement Partners
California
$3.17M +$175K +1,526 +6%
TFF
203
The Family Firm
Maryland
$3M +$691K +6,042 +30%
MIAN
204
Mariner Independent Advisor Network
Kansas
$2.86M +$1.04M +9,083 +58%
SAM
205
SignalPoint Asset Management
Missouri
$2.77M -$114 -1 -0%
SEM
206
Strategic Equity Management
Arizona
$2.76M +$211K +1,847 +8%
SC
207
Slow Capital
California
$2.75M +$134K +1,167 +5%
LWM
208
Lyell Wealth Management
California
$2.74M -$136K -1,190 -5%
SC
209
Scotia Capital
Ontario, Canada
$2.73M +$4.35K +38 +0.2%
PL
210
Protective Life
Alabama
$2.71M
VCM
211
Virtue Capital Management
Tennessee
$2.7M +$162K +1,418 +6%
IA
212
IndexIQ Advisors
New York
$2.67M +$122K +1,063 +5%
SCM
213
Seascape Capital Management
New Hampshire
$2.65M -$547K -4,778 -17%
PMAM
214
Picton Mahoney Asset Management
Ontario, Canada
$2.63M +$114K +1,000 +5%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$2.57M +$844K +7,371 +50%
RJT
216
Raymond James Trust
Florida
$2.56M -$64.8K -566 -2%
CHAM
217
Clear Harbor Asset Management
Connecticut
$2.55M +$190K +1,661 +8%
FNBOO
218
First National Bank of Omaha
Nebraska
$2.5M
SPC
219
Sigma Planning Corp
Michigan
$2.48M -$5.31M -46,414 -68%
PAS
220
Park Avenue Securities
New York
$2.45M +$83.9K +733 +4%
BFG
221
Beacon Financial Group
Texas
$2.44M +$347K +3,030 +16%
OC
222
Oppenheimer & Co
New York
$2.42M +$189K +1,648 +9%
MPPLM
223
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.42M +$2.15M +18,827 +897%
NL
224
NWAM LLC
Washington
$2.42M -$152K -1,332 -6%
SW
225
SkyOak Wealth
Michigan
$2.35M +$407K +3,556 +21%

IEF Hedge Fund Activity: Q2 2021 in Review

614 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2021, worth a combined $10.2B — down 8% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IEF and 59 opened new positions — a net loss of 13 holders — while 254 trimmed existing stakes and 214 added.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 614 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2021, down from 634 in Q1 2021.
  • Funds reported $10.2B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2021, down 8% quarter-over-quarter.
  • 59 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2021 and 72 closed out, a net change of -13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $193M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q2 2021.