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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+41
Holders Change %
+7.24%
% of All Funds
13.41%
Holding in Top 10
96
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+45.45%
% of All Funds
2.12%
New
129
Increased
217
Reduced
200
Closed
74
Calls
$367M
Puts
$994M
Net Calls
-$627M
Net Calls Change
+$2.53B

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$230M
2
Truist Financial
2
Truist Financial
North Carolina
$242M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.19B
4
WCM
4
Windham Capital Management
Massachusetts
$176M
5
CL
5
Cabana LLC
Arkansas
$138M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.91B
2
SCM
2
SCS Capital Management
Massachusetts
$4.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$436M
4
Bank of America
4
Bank of America
North Carolina
$492M
5
Goldman Sachs
5
Goldman Sachs
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Connecticut Wealth Management
Connecticut
$3.52M – – –
Prudential Financial
227
Prudential Financial
New Jersey
$3.43M +$2.16M +17,814 +172%
MIAN
228
Mariner Independent Advisor Network
Kansas
$3.36M -$499K -4,098 -13%
CAN
229
Cetera Advisor Networks
California
$3.29M -$1.09M -8,956 -25%
GRP
230
Global Retirement Partners
California
$3.25M +$463K +3,810 +17%
SC
231
Slow Capital
California
$3.23M +$2.4M +19,730 +289%
CCM
232
Coldstream Capital Management
Washington
$3.06M +$1.81M +14,913 +145%
Millennium Management
233
Millennium Management
New York
$3.05M +$1.57M +12,954 +107%
CFG
234
Citizens Financial Group
Rhode Island
$3M +$48.6K +400 +2%
HWA
235
HCR Wealth Advisors
California
$2.97M -$12.2K -100 -0.4%
RIM
236
Rakuten Investment Management
Japan
$2.89M -$7.19M -59,300 -71%
CAMG
237
CWA Asset Management Group
Florida
$2.85M +$2.85M +23,472 New
AIFAIM
238
American Institute for Advanced Investment Management
Arizona
$2.83M +$640K +5,269 +29%
BA
239
Ballew Advisors
Mississippi
$2.83M +$883K +7,269 +45%
RJT
240
Raymond James Trust
Florida
$2.8M -$185K -1,522 -6%
CA
241
Calton & Associates
Florida
$2.79M +$1.4M +11,498 +100%
WQ
242
Wealth Quarterback
New Jersey
$2.78M +$1.44M +11,715 +108%
TAIM
243
TD Ameritrade Investment Management
Nebraska
$2.74M -$615K -5,065 -18%
CL
244
CSS LLC
Illinois
$2.73M +$2.73M +22,500 New
TI
245
Tidal Investments
Wisconsin
$2.72M -$229K -1,887 -8%
SJIC
246
St. James Investment Company
Texas
$2.66M +$2.24M +18,475 +539%
PL
247
Protective Life
Alabama
$2.65M – – –
CIC
248
Carnegie Investment Counsel
Ohio
$2.51M +$243K +2,000 +11%
FEM
249
Fulcrum Equity Management
Texas
$2.5M +$2.5M +20,595 New
FAIM
250
Financial Advocates Investment Management
Washington
$2.49M -$268K -2,207 -10%
8 9
10
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