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iShares 7-10 Year Treasury Bond ETF

448 hedge funds and large institutions have $9.61B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 167 increasing their positions, 130 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 130

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

19% more capital invested

Capital invested by funds: $8.05B → $9.61B (+$1.56B)

3% more funds holding

Funds holding: 435448 (+13)

1.48% less ownership

Funds ownership: 76.99%75.52% (-1.5%)

16% less funds holding in top 10

Funds holding in top 10: 5849 (-9)

59% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $3.05B

Holders
448
Holders Change
+13
Holders Change %
+2.99%
% of All Funds
9.7%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
1.06%
New
92
Increased
167
Reduced
130
Closed
74
Calls
$1.26B
Puts
$3.05B
Net Calls
-$1.78B
Net Calls Change
-$691M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.72B +$1.55B +14,831,635 +1,157%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$812M +$132M +1,258,455 +20%
Bank of America
3
Bank of America
North Carolina
$540M +$62.7M +599,346 +13%
Goldman Sachs
4
Goldman Sachs
New York
$540M +$305M +2,913,269 +136%
Morgan Stanley
5
Morgan Stanley
New York
$343M -$36M -344,635 -10%
Wells Fargo
6
Wells Fargo
California
$315M +$51M +487,293 +20%
AssetMark Inc
7
AssetMark Inc
California
$301M +$120M +1,149,633 +69%
UBS Group
8
UBS Group
Switzerland
$286M +$53.6M +512,863 +24%
USAA
9
United Services Automobile Association
Texas
$279M +$269M +2,569,123 +5,138%
Ameriprise
10
Ameriprise
Minnesota
$209M -$735M -7,032,037 -78%
WCM
11
Wealthcare Capital Management
Virginia
$196M +$7.11M +67,959 +4%
PAG
12
Pinnacle Advisory Group
Maryland
$188M +$426K +4,071 +0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$180M -$14.3M -136,734 -7%
BlackRock
14
BlackRock
New York
$142M +$3.47M +33,228 +3%
FI
15
FormulaFolio Investments
Michigan
$124M +$118M +1,127,150 +3,083%
State Street
16
State Street
Massachusetts
$120M -$136K -1,301 -0.1%
RJA
17
Raymond James & Associates
Florida
$110M +$24.6M +234,940 +29%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$107M +$371K +3,552 +0.4%
Barclays
19
Barclays
United Kingdom
$96.1M +$45.3M +432,715 +92%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$91.4M +$40.4M +386,249 +82%
BJ
21
Brouwer & Janachowski
California
$89.8M +$789K +7,544 +0.9%
SWM
22
SVA Wealth Management
Wisconsin
$88.9M +$5.12M +48,944 +6%
PC
23
Peavine Capital
Nevada
$80M +$2.71M +25,950 +4%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$70.5M +$3.1M +29,674 +5%
SF
25
Synovus Financial
Georgia
$69.6M +$2.75M +26,251 +4%

IEF Hedge Fund Activity: Q1 2019 in Review

448 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2019, worth a combined $9.61B — up 19% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new IEF positions and 74 closed out — a net gain of 18 holders — while 167 added to existing stakes and 130 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.55B. The largest seller was Ameriprise, cutting an estimated $735M.

  • 448 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2019, up from 435 in Q4 2018.
  • Funds reported $9.61B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 92 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2019 and 74 closed out, a net change of +18 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $1.55B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2019 was Ameriprise, an estimated $735M sold.

Based on aggregated 13F filings for Q1 2019.