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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

792 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 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$165M
2
Morgan Stanley
Morgan Stanley
New York
$1.41B
3
Members Trust
Members Trust
Florida
$317M
4
SF
Synovus Financial
Georgia
$94.1M
5
BTI
Blue Trust Inc
Georgia
$406M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$525M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
3
BlackRock
BlackRock
New York
$414M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53M
5
Jane Street
Jane Street
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$5.09M -$477K -5,213 -9%
FAG
227
Financial Advisory Group
Texas
$5.07M +$5.07M +55,389 New
KPWS
228
Kestra Private Wealth Services
Texas
$5.06M +$3.3M +35,986 +186%
KF
229
Krilogy Financial
Missouri
$5.04M -$721K -7,870 -13%
DI
230
DFPG Investments
Utah
$5.03M -$14M -153,183 -73%
RFWA
231
RPg Family Wealth Advisory
Massachusetts
$5.01M +$5.01M +54,745 New
I
232
INVST
Indiana
$4.96M +$200K +2,183 +4%
ASN
233
Advisory Services Network
Georgia
$4.76M -$1.36M -14,876 -22%
BMCM
234
Black Maple Capital Management
Wisconsin
$4.76M +$4.76M +52,000 New
GVAG
235
Great Valley Advisor Group
Delaware
$4.74M -$271K -2,955 -5%
HHGC
236
Hunting Hill Global Capital
New York
$4.74M +$2.03M +22,121 +75%
BWM
237
Bulltick Wealth Management
Florida
$4.67M +$855K +9,333 +22%
P
238
Pariax
California
$4.66M +$3.11M +33,923 +200%
CWM
239
Centric Wealth Management
Illinois
$4.61M +$35.3K +385 +0.8%
LNC
240
Lincoln National Corp
Pennsylvania
$4.58M -$128K -1,401 -3%
TNBTD
241
Trustmark National Bank Trust Department
Mississippi
$4.58M -$6.5K -71 -0.1%
MCC
242
Money Concepts Capital
Florida
$4.56M +$205K +2,237 +5%
LFAS
243
Level Four Advisory Services
Texas
$4.54M -$59.4K -648 -1%
GRP
244
Global Retirement Partners
California
$4.54M +$60K +664 +1%
RCM
245
Rain Capital Management
Oregon
$4.51M +$272K +2,968 +6%
GWM
246
Graybill Wealth Management
Illinois
$4.48M +$133K +1,456 +3%
CA
247
Cetera Advisors
Colorado
$4.48M +$542K +5,920 +14%
SPC
248
Sigma Planning Corp
Michigan
$4.45M +$453K +4,947 +11%
HH
249
Hilltop Holdings
Texas
$4.43M -$3.44M -37,536 -44%
SCM
250
Spreng Capital Management
Ohio
$4.42M +$244K +2,665 +6%
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