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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
Mariner
Kansas
$169M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M
5
CF
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
Charles Schwab
California
$528M
3
UBS Group
UBS Group
Switzerland
$756M
4
PC
Peavine Capital
Nevada
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Transamerica Financial Advisors
Florida
$6.36M -$1.81M -18,773 -22%
FAG
227
Financial Advisory Group
Texas
$6.23M +$894K +9,277 +17%
SW
228
SkyOak Wealth
Michigan
$6.19M +$5.9M +61,183 +2,033%
SFA
229
Semmax Financial Advisors
North Carolina
$6.18M +$42K +449 +0.7%
EDRH
230
Edmond de Rothschild Holding
Switzerland
$6.06M +$3.47M +36,000 +134%
LGWM
231
Litman Gregory Wealth Management
California
$6.06M +$107K +1,107 +2%
PWM
232
Pacific Wealth Management
California
$5.86M -$165K -1,713 -3%
SPIA
233
Steward Partners Investment Advisory
New York
$5.8M +$2.52M +26,142 +77%
DI
234
DAGCO Inc
Ohio
$5.75M +$5.75M +59,650 New
DWS
235
Dynamic Wealth Strategies
California
$5.75M +$5.75M +59,650 New
CA
236
Cetera Advisors
Colorado
$5.71M +$996K +10,330 +21%
WCM
237
Wunderlich Capital Managemnt
Tennessee
$5.67M -$267K -2,767 -4%
HSWS
238
Higgins & Schmidt Wealth Strategies
Colorado
$5.58M +$5.58M +57,899 New
OLVIG
239
Oliver Lagore Vanvalin Investment Group
Michigan
$5.58M +$5.56M +57,631 +24,734%
MWM
240
Moulton Wealth Management
Washington
$5.55M +$4.86M +50,764 +695%
CFO
241
Custos Family Office
Texas
$5.53M +$5.53M +57,356 New
PWG
242
Portside Wealth Group
Utah
$5.51M -$802K -8,317 -13%
MA
243
Mutual Advisors
Nebraska
$5.49M -$109M -1,130,219 -95%
CFC
244
Client First Capital
California
$5.49M -$1.53M -15,904 -22%
CWM
245
Centric Wealth Management
Illinois
$5.42M +$654K +6,915 +14%
AFA
246
Atlas Financial Advisors
California
$5.35M +$5.35M +55,465 New
RIA
247
RPG Investment Advisory
California
$5.35M +$5.35M +55,459 New
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$5.31M +$1.34M +13,891 +34%
IA
249
IFP Advisors
Florida
$5.3M +$2.06M +21,406 +64%
AIA
250
Alternative Investment Advisors
Florida
$5.27M +$5.27M +54,703 New
8 9
10
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