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iShares 7-10 Year Treasury Bond ETF

655 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

13% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 232

3% more funds holding

Funds holding: 633655 (+22)

5.96% less ownership

Funds ownership: 80.64%74.68% (-6%)

8% less capital invested

Capital invested by funds: $16.3B → $15B (-$1.3B)

12% less funds holding in top 10

Funds holding in top 10: 9785 (-12)

58% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $2.43B

Holders
655
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
13.22%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
263
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.66B +$158M +1,296,583 +6%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.6B -$548M -4,495,832 -17%
Bank of America
3
Bank of America
North Carolina
$703M +$55.5M +454,777 +9%
Morgan Stanley
4
Morgan Stanley
New York
$521M -$29.5M -241,470 -5%
QI
5
QS Investors
New York
$463M +$464M +3,801,115 New
BlackRock
6
BlackRock
New York
$443M +$54.3M +445,041 +14%
Wells Fargo
7
Wells Fargo
California
$430M -$164M -1,347,409 -28%
Ameriprise
8
Ameriprise
Minnesota
$413M +$7.16M +58,697 +2%
AssetMark Inc
9
AssetMark Inc
California
$267M -$452M -3,703,924 -63%
UBS Group
10
UBS Group
Switzerland
$262M -$22.3M -182,530 -8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$237M +$30.3M +247,980 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$218M -$294M -2,412,487 -57%
Goldman Sachs
13
Goldman Sachs
New York
$215M +$126M +1,033,442 +142%
WCM
14
Wealthcare Capital Management
Virginia
$206M +$12.1M +99,153 +6%
CIA
15
Choate Investment Advisors
Massachusetts
$157M +$39.1M +320,659 +33%
1CP
16
1607 Capital Partners
Virginia
$154M -$525K -4,300 -0.3%
LPL Financial
17
LPL Financial
California
$140M -$2.08M -17,034 -1%
State Street
18
State Street
Massachusetts
$137M +$102K +838 +0.1%
BJ
19
Brouwer & Janachowski
California
$111M +$257K +2,109 +0.2%
Osaic Holdings
20
Osaic Holdings
Arizona
$105M -$38.5M -315,377 -27%
Barclays
21
Barclays
United Kingdom
$104M +$39.1M +320,338 +60%
Truist Financial
22
Truist Financial
North Carolina
$100M -$36.3M -297,917 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$93.8M -$3.33M -27,268 -3%
CPO
24
Cerity Partners OCIO
New York
$89.4M +$12.3M +101,107 +16%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$88.9M +$74.7M +612,620 +522%

IEF Hedge Fund Activity: Q3 2020 in Review

655 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2020, worth a combined $15B — down 8% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new IEF positions and 48 closed out — a net gain of 27 holders — while 263 added to existing stakes and 232 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $464M. The largest seller was JP Morgan Chase, cutting an estimated $548M.

  • 655 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2020, up from 633 in Q2 2020.
  • Funds reported $15B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2020, down 8% quarter-over-quarter.
  • 75 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2020 and 48 closed out, a net change of +27 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2020 was QS Investors, an estimated $464M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2020 was JP Morgan Chase, an estimated $548M sold.

Based on aggregated 13F filings for Q3 2020.