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iShares 7-10 Year Treasury Bond ETF

686 hedge funds and large institutions have $13.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 233 increasing their positions, 264 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $915M | Put options by funds: $466M

5% more funds holding in top 10

Funds holding in top 10: 6063 (+3)

6% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 94

0% less funds holding

Funds holding: 688686 (-2)

4% less capital invested

Capital invested by funds: $13.8B → $13.3B (-$545M)

4.52% less ownership

Funds ownership: 78.35%73.82% (-4.5%)

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 264

Holders
686
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.82%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
0.99%
New
100
Increased
233
Reduced
264
Closed
94
Calls
$915M
Puts
$466M
Net Calls
+$449M
Net Calls Change
+$911M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.63B +$730M +6,575,655 +76%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.33B +$142M +1,282,072 +12%
Bank of America
3
Bank of America
North Carolina
$785M -$376M -3,389,064 -32%
BlackRock
4
BlackRock
New York
$668M -$246M -2,213,238 -26%
WCM
5
Wealthcare Capital Management
Virginia
$369M +$16.4M +147,580 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$318M -$58.4M -526,020 -15%
Ameriprise
7
Ameriprise
Minnesota
$297M -$82M -739,255 -21%
Morgan Stanley
8
Morgan Stanley
New York
$270M -$74.2M -668,264 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$255M +$74.2M +668,850 +39%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$254M -$3.69M -33,276 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$250M +$30M +269,889 +13%
NFA
12
Nationwide Fund Advisors
Ohio
$244M +$24.8M +223,414 +11%
Wells Fargo
13
Wells Fargo
California
$241M +$44.4M +399,635 +22%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$238M +$11M +99,329 +5%
Jane Street
15
Jane Street
New York
$225M -$317M -2,852,356 -58%
Citadel Advisors
16
Citadel Advisors
Florida
$209M +$23.2M +208,682 +12%
AssetMark Inc
17
AssetMark Inc
California
$207M -$2.4M -21,626 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$198M +$195M +1,759,418 +2,073%
Goldman Sachs
19
Goldman Sachs
New York
$172M +$703K +6,332 +0.4%
LPL Financial
20
LPL Financial
California
$166M +$28.7M +258,246 +20%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$158M +$121M +1,092,067 +289%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$157M +$130M +1,169,276 +407%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$156M +$51.8M +466,603 +48%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$154M +$159M +1,429,499 New
RBA
25
Richard Bernstein Advisors
New York
$143M +$8.32M +74,948 +6%

IEF Hedge Fund Activity: Q1 2022 in Review

686 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2022, worth a combined $13.3B — down 3.9% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IEF positions and 94 closed out — a net gain of 6 holders — while 233 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $730M. The largest seller was Bank of America, cutting an estimated $376M.

  • 686 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2022, down from 688 in Q4 2021.
  • Funds reported $13.3B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2022, down 3.9% quarter-over-quarter.
  • 100 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2022 and 94 closed out, a net change of +6 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $730M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2022 was Bank of America, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2022.