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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 %
FHB
251
First Hawaiian Bank
Hawaii
$5.27M -$3.75M -38,942 -42%
FBB
252
Fulton Breakefield Broenniman
Maryland
$5.23M -$1.62M -16,803 -24%
ASN
253
Advisory Services Network
Georgia
$5.15M +$141K +1,458 +3%
DI
254
DFPG Investments
Utah
$5.13M -$193K -2,001 -4%
GRP
255
Global Retirement Partners
California
$5.11M +$315K +3,298 +7%
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
$4.98M -$24.4M -253,533 -83%
LNC
257
Lincoln National Corp
Pennsylvania
$4.94M +$121K +1,253 +3%
Nuveen Asset Management
258
Nuveen Asset Management
Illinois
$4.92M +$4.92M +51,016 New
P
259
Pariax
California
$4.91M +$11.1K +115 +0.2%
KP
260
Keel Point
Alabama
$4.89M +$1.4M +14,538 +40%
AIP
261
Almanack Investment Partners
Pennsylvania
$4.87M -$1.67M -17,340 -26%
LFAS
262
Level Four Advisory Services
Texas
$4.83M +$52.4K +544 +1%
GWM
263
Graybill Wealth Management
Illinois
$4.75M +$39.9K +414 +0.8%
SCM
264
Spreng Capital Management
Ohio
$4.74M +$89.3K +926 +2%
MCC
265
Money Concepts Capital
Florida
$4.73M -$73.9K -767 -2%
KF
266
Krilogy Financial
Missouri
$4.69M -$613K -6,355 -12%
FWM
267
Forza Wealth Management
Florida
$4.65M +$3.88M +40,225 +505%
MFS
268
Madrona Financial Services
Washington
$4.64M +$4.64M +48,156 New
SC
269
Scotia Capital
Ontario, Canada
$4.64M +$40.2K +417 +0.9%
FFG
270
Foundry Financial Group
New Hampshire
$4.63M +$4.63M +47,994 New
ASFA
271
All Season Financial Advisors
Colorado
$4.59M +$4.59M +47,625 New
TVAMP
272
Tennessee Valley Asset Management Partners
Tennessee
$4.57M +$2.11M +21,929 +86%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$4.51M +$521K +5,427 +13%
Retirement Systems of Alabama
274
Retirement Systems of Alabama
Alabama
$4.45M +$17.4K +180 +0.4%
BCM
275
Boltwood Capital Management
California
$4.45M +$479K +4,970 +12%
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