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iShares 7-10 Year Treasury Bond ETF

634 hedge funds and large institutions have $11B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 232 increasing their positions, 245 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.61% more ownership

Funds ownership: 70.92%77.53% (+6.6%)

5% more capital invested

Capital invested by funds: $10.5B → $11B (+$504M)

5% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 245

9% less funds holding

Funds holding: 693634 (-59)

25% less funds holding in top 10

Funds holding in top 10: 7153 (-18)

39% less call options, than puts

Call options by funds: $825M | Put options by funds: $1.34B

43% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 114

Holders
634
Holders Change
-59
Holders Change %
-8.51%
% of All Funds
11.13%
Holding in Top 10
53
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-25.35%
% of All Funds
0.93%
New
65
Increased
232
Reduced
245
Closed
114
Calls
$825M
Puts
$1.34B
Net Calls
-$517M
Net Calls Change
+$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.54B +$650M +5,580,235 +70%
Fisher Asset Management
2
Fisher Asset Management
Washington
$994M +$1.03B +8,801,434 New
Bank of America
3
Bank of America
North Carolina
$791M +$66M +566,189 +9%
AssetMark Inc
4
AssetMark Inc
California
$377M -$89.6M -768,909 -19%
Ameriprise
5
Ameriprise
Minnesota
$370M +$3.06M +26,253 +0.8%
Wells Fargo
6
Wells Fargo
California
$254M -$36.5M -313,674 -12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$247M +$24M +205,806 +10%
NFA
8
Nationwide Fund Advisors
Ohio
$234M +$204M +1,754,905 +553%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$228M -$91.8M -787,945 -28%
WCM
10
Wealthcare Capital Management
Virginia
$223M +$21.7M +185,990 +10%
UBS Group
11
UBS Group
Switzerland
$205M -$46.6M -400,352 -18%
BlackRock
12
BlackRock
New York
$203M +$43M +369,304 +26%
Morgan Stanley
13
Morgan Stanley
New York
$203M -$200M -1,715,846 -49%
Citadel Advisors
14
Citadel Advisors
Florida
$195M +$202M +1,730,646 New
MCM
15
Model Capital Management
Massachusetts
$193M +$38.6M +331,342 +24%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$187M -$46M -395,039 -19%
1CP
17
1607 Capital Partners
Virginia
$155M +$13.4M +115,000 +9%
State Street
18
State Street
Massachusetts
$127M +$154K +1,322 +0.1%
MERSOM
19
Municipal Employees' Retirement System of Michigan
Michigan
$125M +$129M +1,105,412 New
RBA
20
Richard Bernstein Advisors
New York
$122M +$11.4M +97,768 +10%
LPL Financial
21
LPL Financial
California
$118M -$27.1M -232,980 -18%
CPO
22
Cerity Partners OCIO
New York
$99M +$5.26M +45,119 +5%
QI
23
QS Investors
New York
$87.3M -$118M -1,010,229 -57%
CIA
24
Choate Investment Advisors
Massachusetts
$86.5M -$76.5M -656,272 -46%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$81.3M +$16.2M +139,260 +24%

IEF Hedge Fund Activity: Q1 2021 in Review

634 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2021, worth a combined $11B — up 4.8% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of IEF and 65 opened new positions — a net loss of 49 holders — while 245 trimmed existing stakes and 232 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $1.03B. The largest seller was Jane Street, exiting entirely with an estimated $218M sold.

  • 634 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2021, down from 693 in Q4 2020.
  • Funds reported $11B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 65 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2021 and 114 closed out, a net change of -49 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2021 was Fisher Asset Management, an estimated $1.03B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2021 was Jane Street, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2021.