iShares 7-10 Year Treasury Bond ETF
781 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 314 increasing their positions, 227 reducing their positions, and 78 closing their positions.
95% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 78
43% more capital invested
Capital invested by funds: $18.5B → $26.4B (+$7.94B)
38% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 227
21% more call options, than puts
Call options by funds: $554M | Put options by funds: $458M
18% more funds holding in top 10
Funds holding in top 10: 84 → 99 (+15)
10.32% more ownership
Funds ownership: 80.67% → 90.99% (+10%)
8% more funds holding
Funds holding: 726 → 781 (+55)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.71B |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$977M |
| 3 |
Morgan Stanley
New York
|
+$823M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$718M |
| 5 |
AssetMark Inc
Concord,
California
|
+$363M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$524M |
| 2 |
BlackRock
New York
|
-$221M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$186M |
| 4 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
-$147M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
-$127M |
IEF Hedge Fund Activity: Q1 2023 in Review
781 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2023, worth a combined $26.4B — up 43% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new IEF positions and 78 closed out — a net gain of 74 holders — while 314 added to existing stakes and 227 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.71B. The largest seller was JP Morgan Chase, cutting an estimated $524M.
- 781 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2023, up from 726 in Q4 2022.
- Funds reported $26.4B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2023, up 43% quarter-over-quarter.
- 152 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2023 and 78 closed out, a net change of +74 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2023 was Fidelity Investments, an estimated $2.71B added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2023 was JP Morgan Chase, an estimated $524M sold.
Based on aggregated 13F filings for Q1 2023.