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iShares 7-10 Year Treasury Bond ETF
IEF

519 hedge funds and large institutions have $14.1B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 57

25% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 169

12% more capital invested

Capital invested by funds: $12.6B → $14.1B (+$1.5B)

4% more funds holding

Funds holding: 499 → 519 (+20)

3% more funds holding in top 10

Funds holding in top 10: 66 → 68 (+2)

2.76% more ownership

Funds ownership: 74.37% → 77.13% (+2.8%)

95% less call options, than puts

Call options by funds: $227M | Put options by funds: $4.85B

Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
11.38%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.49%
New
82
Increased
211
Reduced
169
Closed
57
Calls
$227M
Puts
$4.85B
Net Calls
-$4.63B
Net Calls Change
-$2.29B

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$2.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$329M
3
Victory Capital Management
Victory Capital Management
Texas
+$189M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$112M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$99.2M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$666M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$301M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$276M
4
USAA
United Services Automobile Association
Texas
-$195M
5
Morgan Stanley
Morgan Stanley
New York
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.01B +$2.01B +18,058,241 +103%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.51B +$329M +2,950,866 +28%
SCM
3
SCS Capital Management
Massachusetts
$684M +$93M +833,218 +16%
Bank of America
4
Bank of America
North Carolina
$577M +$37.5M +336,147 +7%
Morgan Stanley
5
Morgan Stanley
New York
$521M -$95.4M -854,698 -16%
Wells Fargo
6
Wells Fargo
California
$366M +$14.2M +127,713 +4%
Ameriprise
7
Ameriprise
Minnesota
$333M +$72.7M +651,951 +28%
WCM
8
Wealthcare Capital Management
Virginia
$242M +$32.8M +293,553 +16%
UBS Group
9
UBS Group
Switzerland
$241M -$7.52M -67,394 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$205M -$276M -2,475,918 -58%
Goldman Sachs
11
Goldman Sachs
New York
$198M +$7.34M +65,755 +4%
Victory Capital Management
12
Victory Capital Management
Texas
$190M +$189M +1,692,462 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$138M +$99.2M +889,547 +264%
State Street
14
State Street
Massachusetts
$126M +$5.58K +50 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$125M -$17.4M -155,643 -12%
Barclays
16
Barclays
United Kingdom
$120M +$11.5M +103,051 +11%
PAG
17
Pinnacle Advisory Group
Maryland
$115M -$68M -609,126 -37%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M +$112M +1,001,880 +49,184%
SWM
19
SVA Wealth Management
Wisconsin
$97.5M +$2.31M +20,749 +2%
BJ
20
Brouwer & Janachowski
California
$96.9M +$999K +8,955 +1%
Stifel Financial
21
Stifel Financial
Missouri
$96.1M +$1.77M +15,856 +2%
AssetMark Inc
22
AssetMark Inc
California
$92.2M -$666M -5,965,660 -88%
LPL Financial
23
LPL Financial
California
$92.2M +$11.1M +99,751 +14%
USAA
24
United Services Automobile Association
Texas
$90.5M -$195M -1,745,707 -68%
1CP
25
1607 Capital Partners
Virginia
$89.3M +$30.4M +272,450 +52%
1
2 3 4 5

IEF Hedge Fund Activity: Q3 2019 in Review

519 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2019, worth a combined $14.1B — up 12% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IEF positions and 57 closed out — a net gain of 25 holders — while 211 added to existing stakes and 169 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.01B. The largest seller was AssetMark Inc, cutting an estimated $666M.

  • 519 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2019, up from 499 in Q2 2019.
  • Funds reported $14.1B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 82 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2019 and 57 closed out, a net change of +25 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $2.01B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2019 was AssetMark Inc, an estimated $666M sold.

Based on aggregated 13F filings for Q3 2019.