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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
AA
201
Ancora Advisors
Ohio
$4.29M +$13.1K +118 +0.3%
GWM
202
Graybill Wealth Management
Illinois
$4.08M +$64.9K +585 +2%
Creative Planning
203
Creative Planning
Kansas
$3.98M -$684K -6,160 -14%
DWA
204
Dorsey Wright & Associates
California
$3.89M -$234K -2,104 -5%
AWS
205
Atria Wealth Solutions
New York
$3.78M +$3.9M +35,180 New
Betterment LLC
206
Betterment LLC
New York
$3.7M -$1.08M -9,714 -22%
FANJ
207
Financial Architects (New Jersey)
New Jersey
$3.68M +$1.67M +15,065 +79%
CCMD
208
Cypress Capital Management (Delaware)
Delaware
$3.64M -$24K -216 -0.6%
TAIM
209
TD Ameritrade Investment Management
Nebraska
$3.61M -$13.8K -124 -0.4%
CCM
210
Crabel Capital Management
California
$3.61M -$5.25M -47,261 -58%
JIR
211
James Investment Research
Ohio
$3.57M -$93.1K -839 -2%
FA
212
Forefront Analytics
Pennsylvania
$3.51M +$26.2K +236 +0.7%
BCM
213
Beaumont Capital Management
Massachusetts
$3.51M -$461K -4,157 -11%
BAM
214
Belpointe Asset Management
Nevada
$3.46M -$1.57M -14,129 -30%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$3.46M -$452K -4,070 -11%
WI
216
Wintrust Investments
Illinois
$3.45M +$2.33M +20,980 +189%
UB
217
UMB Bank
Missouri
$3.44M +$3.16M +28,441 +787%
SC
218
Scotia Capital
Ontario, Canada
$3.42M -$1.45M -13,099 -29%
BSB
219
Bangor Savings Bank
Maine
$3.39M -$601K -5,411 -15%
TCA
220
Transcend Capital Advisors
New Jersey
$3.33M +$178K +1,601 +5%
CHAM
221
Clear Harbor Asset Management
Connecticut
$3.32M +$565K +5,095 +20%
CA
222
CoreCap Advisors
Michigan
$3.32M -$982K -8,848 -22%
EWA
223
Exencial Wealth Advisors
Oklahoma
$3.26M +$162K +1,456 +5%
KP
224
Keel Point
Alabama
$3.14M -$1.53M -13,758 -32%
RWM
225
Ritholtz Wealth Management
New York
$3.14M -$732K -6,596 -18%

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.