iShares 7-10 Year Treasury Bond ETF
791 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 310 increasing their positions, 282 reducing their positions, and 102 closing their positions.
41% more call options, than puts
Call options by funds: $453M | Put options by funds: $320M
10% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 282
1% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 102
0.68% more ownership
Funds ownership: 87.61% → 88.29% (+0.68%)
5% less capital invested
Capital invested by funds: $25.4B → $24.3B (-$1.15B)
1% less funds holding
Funds holding: 800 → 791 (-9)
6% less funds holding in top 10
Funds holding in top 10: 97 → 91 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$170M |
| 2 |
Morgan Stanley
New York
|
+$154M |
| 3 |
Members Trust
Tampa,
Florida
|
+$93.5M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$93.1M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$87.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$324M |
| 2 |
JP Morgan Chase
New York
|
-$321M |
| 3 |
BlackRock
New York
|
-$163M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$157M |
| 5 |
Jane Street
New York
|
-$116M |
IEF Hedge Fund Activity: Q3 2023 in Review
791 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2023, worth a combined $24.3B — down 4.5% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new IEF positions and 102 closed out — a net gain of 1 holder — while 310 added to existing stakes and 282 trimmed.
The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $170M. The largest seller was Bank of America, cutting an estimated $324M.
- 791 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2023, down from 800 in Q2 2023.
- Funds reported $24.3B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2023, down 4.5% quarter-over-quarter.
- 103 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2023 and 102 closed out, a net change of +1 holder.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2023 was Perella Weinberg Partners Capital Management, an estimated $170M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2023 was Bank of America, an estimated $324M sold.
Based on aggregated 13F filings for Q3 2023.