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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

780 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 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
UBS Group
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
BlackRock
New York
$547M
3
Fisher Asset Management
Fisher Asset Management
Washington
$820M
4
JHU
Johns Hopkins University
Maryland
$28.4M
5
RBA
Richard Bernstein Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
226
Clear Harbor Asset Management
Connecticut
$5.6M +$957K +9,656 +21%
Parallax Volatility Advisers
227
Parallax Volatility Advisers
California
$5.59M +$3.82M +38,572 +217%
AG
228
Ascent Group
Virginia
$5.52M +$4.79M +48,291 +653%
AO
229
Advisor OS
Illinois
$5.51M +$3.9M +39,310 +242%
GVAG
230
Great Valley Advisor Group
Delaware
$5.43M -$1.94M -19,530 -26%
AWM
231
Axxcess Wealth Management
California
$5.28M +$4.01M +40,410 +313%
EP
232
Eudaimonia Partners
Tennessee
$5.27M +$5.27M +53,209 New
PFS
233
Prospera Financial Services
Texas
$5.24M +$4.64M +46,787 +764%
I
234
INVST
Indiana
$5.13M +$30.9K +312 +0.6%
MWM
235
Moulton Wealth Management
Washington
$5.06M +$2.24M +22,477 +79%
BAM
236
Belpointe Asset Management
Nevada
$5.04M +$1.95M +19,625 +63%
CWM
237
Centric Wealth Management
Illinois
$5.01M +$4.41M +44,448 +734%
PA
238
Pinnacle Associates
New York
$4.99M +$4.69M +47,343 +1,592%
SS
239
Simplicity Solutions
Minnesota
$4.96M +$4.34M +43,782 +702%
RIS
240
Retirement Income Solutions
Michigan
$4.92M +$2.12M +21,357 +75%
TNBTD
241
Trustmark National Bank Trust Department
Mississippi
$4.92M +$4.92M +49,609 New
RJT
242
Raymond James Trust
Florida
$4.81M +$1.4M +14,099 +41%
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$4.62M +$620K +6,260 +16%
SCM
244
Spreng Capital Management
Ohio
$4.56M -$399K -4,025 -8%
RCM
245
Rain Capital Management
Oregon
$4.56M -$174K -1,755 -4%
SW
246
SkyOak Wealth
Michigan
$4.53M +$793K +7,997 +21%
SPC
247
Sigma Planning Corp
Michigan
$4.5M +$1.5M +15,126 +50%
KeyBank National Association
248
KeyBank National Association
Ohio
$4.49M -$331K -3,342 -7%
SC
249
Scotia Capital
Ontario, Canada
$4.49M +$924K +9,320 +26%
HA
250
HC Advisors
Georgia
$4.47M – – –
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