We are live on ! Find out more
IEF icon

iShares 7-10 Year Treasury Bond ETF

688 hedge funds and large institutions have $13.8B invested in iShares 7-10 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 225 increasing their positions, 217 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 68

32% more capital invested

Capital invested by funds: $10.5B → $13.8B (+$3.35B)

20% more funds holding in top 10

Funds holding in top 10: 5060 (+10)

12% more funds holding

Funds holding: 614688 (+74)

2.43% more ownership

Funds ownership: 75.92%78.35% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 217

26% less call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.81B

Holders
688
Holders Change
+74
Holders Change %
+12.05%
% of All Funds
10.59%
Holding in Top 10
60
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20%
% of All Funds
0.92%
New
155
Increased
225
Reduced
217
Closed
68
Calls
$1.34B
Puts
$1.81B
Net Calls
-$462M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.27B +$82.8M +720,096 +7%
Bank of America
2
Bank of America
North Carolina
$1.23B +$63M +547,850 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$993M +$696M +6,058,264 +236%
BlackRock
4
BlackRock
New York
$969M +$596M +5,184,989 +160%
Jane Street
5
Jane Street
New York
$569M +$503M +4,374,933 +764%
Ameriprise
6
Ameriprise
Minnesota
$406M -$12.2M -105,910 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$401M +$52M +452,302 +15%
WCM
8
Wealthcare Capital Management
Virginia
$379M +$5.55M +48,273 +1%
Morgan Stanley
9
Morgan Stanley
New York
$366M +$138M +1,201,461 +61%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$275M +$317K +2,760 +0.1%
NFA
11
Nationwide Fund Advisors
Ohio
$263M
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$244M +$80.2M +698,027 +49%
AllianceBernstein
13
AllianceBernstein
Tennessee
$236M +$180M +1,564,273 +318%
AssetMark Inc
14
AssetMark Inc
California
$224M +$95.2M +827,986 +74%
KAM
15
Kensington Asset Management
Texas
$213M +$213M +1,849,510 New
Wells Fargo
16
Wells Fargo
California
$212M -$27.8M -241,987 -12%
Citadel Advisors
17
Citadel Advisors
Florida
$200M +$842K +7,325 +0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$196M +$29.4M +255,498 +18%
Goldman Sachs
19
Goldman Sachs
New York
$184M +$2.6M +22,633 +1%
LPL Financial
20
LPL Financial
California
$148M +$38M +330,842 +34%
RBA
21
Richard Bernstein Advisors
New York
$145M -$3.37M -29,341 -2%
UBS Group
22
UBS Group
Switzerland
$140M -$11.8M -102,295 -8%
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
$131M +$131M +1,139,070 New
CPO
24
Cerity Partners OCIO
New York
$123M +$11.2M +97,410 +10%
1CP
25
1607 Capital Partners
Virginia
$122M -$37.1M -322,635 -23%