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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 %
HF
251
HRT Financial
New York
$4.46M -$28.7M -289,187 -87%
Wolverine Trading
252
Wolverine Trading
Illinois
$4.44M +$4.44M +45,024 New
BF
253
BOK Financial
Oklahoma
$4.43M +$534K +5,389 +14%
GRP
254
Global Retirement Partners
California
$4.4M -$962K -9,599 -18%
NA
255
Nottingham Advisors
New York
$4.34M -$20.1K -203 -0.5%
CP
256
Covalent Partners
Massachusetts
$4.33M +$4.33M +43,639 New
CG
257
Cutler Group
California
$4.31M +$1.97M +19,866 +84%
ASN
258
Advisory Services Network
Georgia
$4.3M +$693K +6,995 +19%
GWM
259
Graybill Wealth Management
Illinois
$4.28M +$988K +9,967 +30%
Creative Planning
260
Creative Planning
Kansas
$4.27M +$2.12M +21,437 +99%
OFP
261
OLIO Financial Planning
Virginia
$4.15M -$1.68M -16,929 -29%
KP
262
Keel Point
Alabama
$4.14M +$124K +1,247 +3%
MSAM
263
Moloney Securities Asset Management
Missouri
$4.11M -$309K -3,117 -7%
IDBONY
264
Israel Discount Bank of New York
New York
$4.07M +$1.36M +13,673 +50%
MIFH
265
Migdal Insurance & Financial Holdings
Israel
$4.05M +$220K +2,221 +6%
BA
266
Ballew Advisors
Mississippi
$4.03M -$254K -2,611 -6%
Retirement Systems of Alabama
267
Retirement Systems of Alabama
Alabama
$3.98M +$3.97M +40,050 +53,400%
CB
268
Commerce Bank
Missouri
$3.95M +$2.01M +20,257 +103%
SF
269
Synovus Financial
Georgia
$3.92M -$796K -8,028 -17%
BCM
270
Boltwood Capital Management
California
$3.92M +$380K +3,832 +11%
CFG
271
Citizens Financial Group
Rhode Island
$3.83M +$3.83M +38,592 New
BIP
272
Blueprint Investment Partners
North Carolina
$3.82M +$3.82M +38,502 New
RA
273
Rational Advisors
New York
$3.81M -$7.41M -74,729 -66%
PI
274
PFS Investments
Georgia
$3.8M -$67.4K -671 -2%
NW
275
NewEdge Wealth
Pennsylvania
$3.79M +$381K +3,845 +11%
9 10
11
12 13