We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

614 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

7% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 214

3% more capital invested

Capital invested by funds: $10.2B → $10.5B (+$308M)

0.78% more ownership

Funds ownership: 75.14%75.92% (+0.78%)

0% more funds holding

Funds holding: 614614 (0)

42% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.75B

Holders
614
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
77
Increased
229
Reduced
214
Closed
67
Calls
$1.01B
Puts
$1.75B
Net Calls
-$741M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.19B +$71.7M +612,913 +6%
Bank of America
2
Bank of America
North Carolina
$1.17B +$493M +4,215,366 +71%
Ameriprise
3
Ameriprise
Minnesota
$415M +$4.25M +36,347 +1%
BlackRock
4
BlackRock
New York
$373M -$27.8M -237,908 -7%
WCM
5
Wealthcare Capital Management
Virginia
$373M +$147M +1,257,028 +63%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$349M +$34.8M +297,317 +11%
JP Morgan Chase
7
JP Morgan Chase
New York
$296M -$478M -4,085,959 -61%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$276M +$11.2M +95,379 +4%
Wells Fargo
9
Wells Fargo
California
$240M -$3.46M -29,568 -1%
NFA
10
Nationwide Fund Advisors
Ohio
$236M -$2.11M -18,034 -0.9%
Morgan Stanley
11
Morgan Stanley
New York
$228M -$176M -1,504,049 -43%
Citadel Advisors
12
Citadel Advisors
Florida
$199M +$2.25M +19,251 +1%
Goldman Sachs
13
Goldman Sachs
New York
$181M +$98.9M +845,961 +116%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$167M -$3.11M -26,560 -2%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$164M +$72.1M +616,215 +77%
1CP
16
1607 Capital Partners
Virginia
$160M
UBS Group
17
UBS Group
Switzerland
$152M -$9.05M -77,429 -6%
RBA
18
Richard Bernstein Advisors
New York
$149M +$9.43M +80,653 +7%
State Street
19
State Street
Massachusetts
$129M +$11.9K +102 +0%
AssetMark Inc
20
AssetMark Inc
California
$129M +$86.8M +742,160 +197%
CPO
21
Cerity Partners OCIO
New York
$112M +$7.33M +62,667 +7%
LPL Financial
22
LPL Financial
California
$111M -$19.9M -169,831 -15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$96.8M -$8.96M -76,624 -8%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$84.7M +$86M +735,307 New
CS
25
Credit Suisse
Switzerland
$82.6M +$66.2M +566,039 +375%