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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$25.3B
2
Charles Schwab
Charles Schwab
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$359M
5
BlackRock
BlackRock
New York
$745M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$227M
2
AssetMark Inc
AssetMark Inc
California
$87.5M
3
CWM
Congress Wealth Management
Massachusetts
$1.57M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
5
Jane Street
Jane Street
New York
$94.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
251
NewEdge Wealth
Pennsylvania
$3.3M +$3.3M +34,438 New
RJT
252
Raymond James Trust
Florida
$3.29M -$1.05M -10,917 -24%
Deutsche Bank
253
Deutsche Bank
Germany
$3.19M +$693K +7,235 +28%
GWM
254
Graybill Wealth Management
Illinois
$3.18M -$2.02M -21,106 -39%
VCP
255
Verus Capital Partners
Arizona
$3.17M +$42.3K +442 +1%
Marshall Wace
256
Marshall Wace
United Kingdom
$3.15M +$3.15M +32,882 New
WIA
257
World Investment Advisors
California
$3.06M +$708K +7,397 +30%
ECM
258
Evergreen Capital Management
Washington
$3.05M -$535K -5,588 -15%
9WM
259
9258 Wealth Management
Ohio
$3.04M +$1.69M +17,604 +125%
MAM
260
Madison Asset Management
Wisconsin
$3M +$2.61M +27,235 +666%
BAM
261
Belpointe Asset Management
Nevada
$2.99M +$27.7K +289 +0.9%
CFGS
262
Concourse Financial Group Securities
Alabama
$2.92M -$920K -9,610 -24%
SPC
263
Sigma Planning Corp
Michigan
$2.9M -$262K -2,735 -8%
TAIM
264
TD Ameritrade Investment Management
Nebraska
$2.83M -$226K -2,357 -7%
BCI
265
Brinker Capital Investments
Pennsylvania
$2.82M -$29.4K -307 -1%
MWM
266
Moulton Wealth Management
Washington
$2.79M -$2.93M -29,816 -51%
AIM
267
Alhambra Investment Management
Florida
$2.77M -$20.9K -218 -0.7%
RIS
268
Retirement Income Solutions
Michigan
$2.71M +$2.71M +28,329 New
WAG
269
Wallace Advisory Group
California
$2.63M +$2.63M +27,429 New
IDBONY
270
Israel Discount Bank of New York
New York
$2.62M -$77.9K -813 -3%
SC
271
Slow Capital
California
$2.62M +$109K +1,134 +4%
Luther King Capital Management (LKCM)
272
Luther King Capital Management (LKCM)
Texas
$2.59M – – –
SCM
273
Stordahl Capital Management
Colorado
$2.58M +$2.36M +24,641 +1,059%
ASFA
274
All Season Financial Advisors
Colorado
$2.55M +$2.55M +26,598 New
WFA
275
Wellspring Financial Advisors
Ohio
$2.54M -$84.8K -885 -3%
9 10
11
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