iShares 7-10 Year Treasury Bond ETF
908 hedge funds and large institutions have $23.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 308 increasing their positions, 305 reducing their positions, and 82 closing their positions.
165% more first-time investments, than exits
New positions opened: 217 | Existing positions closed: 82
33% more call options, than puts
Call options by funds: $1.12B | Put options by funds: $843M
15% more funds holding
Funds holding: 791 → 908 (+117)
13% more funds holding in top 10
Funds holding in top 10: 91 → 103 (+12)
2.05% more ownership
Funds ownership: 88.29% → 90.34% (+2%)
1% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 305
2% less capital invested
Capital invested by funds: $24.3B → $23.8B (-$479M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Canoe Financial
Calgary,
Alberta, Canada
|
+$863M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$316M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$161M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$157M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.5B |
| 2 |
Morgan Stanley
New York
|
-$521M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$334M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$279M |
| 5 |
PC
Peavine Capital
Reno,
Nevada
|
-$148M |
IEF Hedge Fund Activity: Q4 2023 in Review
908 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2023, worth a combined $23.8B — down 2% from $24.3B a quarter earlier.
Buyers outnumbered sellers: 217 funds opened new IEF positions and 82 closed out — a net gain of 135 holders — while 308 added to existing stakes and 305 trimmed.
The largest buyer was Canoe Financial, opening a new position worth an estimated $863M. The largest seller was JP Morgan Chase, cutting an estimated $1.5B.
- 908 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2023, up from 791 in Q3 2023.
- Funds reported $23.8B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2023, down 2% quarter-over-quarter.
- 217 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2023 and 82 closed out, a net change of +135 holders.
- The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2023 was Canoe Financial, an estimated $863M added.
- The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2023 was JP Morgan Chase, an estimated $1.5B sold.
Based on aggregated 13F filings for Q4 2023.