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iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.2B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 254 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 77.53%75.14% (-2.4%)

3% less funds holding

Funds holding: 634614 (-20)

8% less capital invested

Capital invested by funds: $11B → $10.2B (-$884M)

11% less funds holding in top 10

Funds holding in top 10: 5347 (-6)

16% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 254

18% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 72

30% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.96B

Holders
614
Holders Change
-20
Holders Change %
-3.15%
% of All Funds
10.69%
Holding in Top 10
47
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.32%
% of All Funds
0.82%
New
59
Increased
214
Reduced
254
Closed
72
Calls
$1.37B
Puts
$1.96B
Net Calls
-$585M
Net Calls Change
-$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.12B +$107M +932,848 +11%
JP Morgan Chase
2
JP Morgan Chase
New York
$769M -$794M -6,935,280 -51%
Bank of America
3
Bank of America
North Carolina
$685M -$123M -1,074,779 -15%
Ameriprise
4
Ameriprise
Minnesota
$421M +$28.3M +247,105 +7%
Morgan Stanley
5
Morgan Stanley
New York
$402M +$193M +1,684,580 +94%
BlackRock
6
BlackRock
New York
$402M +$192M +1,679,727 +93%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$316M +$82.2M +717,898 +36%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$265M +$12.2M +106,240 +5%
Wells Fargo
9
Wells Fargo
California
$244M -$15M -131,206 -6%
NFA
10
Nationwide Fund Advisors
Ohio
$239M -$595K -5,200 -0.3%
WCM
11
Wealthcare Capital Management
Virginia
$229M +$1.26M +10,983 +0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$197M -$2.5M -21,833 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$170M -$20.6M -180,230 -11%
UBS Group
14
UBS Group
Switzerland
$161M -$48.1M -420,706 -23%
1CP
15
1607 Capital Partners
Virginia
$160M +$1.04M +9,085 +0.7%
RBA
16
Richard Bernstein Advisors
New York
$140M +$15.2M +133,194 +12%
LPL Financial
17
LPL Financial
California
$130M +$9.65M +84,324 +8%
State Street
18
State Street
Massachusetts
$130M +$29.2K +255 +0%
MERSOM
19
Municipal Employees' Retirement System of Michigan
Michigan
$128M
Jane Street
20
Jane Street
New York
$113M +$112M +981,776 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$106M +$22.6M +197,235 +27%
CPO
22
Cerity Partners OCIO
New York
$105M +$3.96M +34,608 +4%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$93M +$17.1M +149,390 +23%
Goldman Sachs
24
Goldman Sachs
New York
$84M +$26.5M +231,789 +47%
AAG
25
Avalon Advisory Group
Pennsylvania
$74.8M +$3.58M +31,264 +5%

IEF Hedge Fund Activity: Q2 2021 in Review

614 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2021, worth a combined $10.2B — down 8% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IEF and 59 opened new positions — a net loss of 13 holders — while 254 trimmed existing stakes and 214 added.

The largest buyer was Morgan Stanley, adding an estimated $193M. The largest seller was JP Morgan Chase, cutting an estimated $794M.

  • 614 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2021, down from 634 in Q1 2021.
  • Funds reported $10.2B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2021, down 8% quarter-over-quarter.
  • 59 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2021 and 72 closed out, a net change of -13 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2021 was Morgan Stanley, an estimated $193M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2021 was JP Morgan Chase, an estimated $794M sold.

Based on aggregated 13F filings for Q2 2021.