iShares 7-10 Year Treasury Bond ETF
499 hedge funds and large institutions have $12.6B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 199 increasing their positions, 145 reducing their positions, and 41 closing their positions.
139% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 41
37% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 145
35% more funds holding in top 10
Funds holding in top 10: 49 → 66 (+17)
31% more capital invested
Capital invested by funds: $9.61B → $12.6B (+$2.97B)
11% more funds holding
Funds holding: 448 → 499 (+51)
0.55% less ownership
Funds ownership: 74.93% → 74.37% (-0.55%)
81% less call options, than puts
Call options by funds: $536M | Put options by funds: $2.88B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$563M |
| 2 |
AssetMark Inc
Concord,
California
|
+$425M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$305M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$289M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$280M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$361M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$73.7M |
| 3 |
BlackRock
New York
|
-$65.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51.1M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$48.9M |
IEF Hedge Fund Activity: Q2 2019 in Review
499 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2019, worth a combined $12.6B — up 31% from $9.61B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IEF positions and 41 closed out — a net gain of 57 holders — while 199 added to existing stakes and 145 trimmed.
The largest buyer was SCS Capital Management, opening a new position worth an estimated $563M. The largest seller was Goldman Sachs, cutting an estimated $361M.
- 499 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2019, up from 448 in Q1 2019.
- Funds reported $12.6B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2019, up 31% quarter-over-quarter.
- 98 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2019 and 41 closed out, a net change of +57 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2019 was SCS Capital Management, an estimated $563M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2019 was Goldman Sachs, an estimated $361M sold.
Based on aggregated 13F filings for Q2 2019.