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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

653 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
13.21%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
262
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M

Top Buyers

1
QI
QS Investors
New York
+$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$74.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$549M
2
AssetMark Inc
AssetMark Inc
California
-$451M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$408M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$294M
5
WCM
Windham Capital Management
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
276
Ritholtz Wealth Management
New York
$2.2M +$211K +1,734 +11%
RFC
277
Regions Financial Corp
Alabama
$2.18M -$148K -1,212 -6%
MWM
278
MinichMacGregor Wealth Management
New York
$2.16M +$2.16M +17,726 New
CHAM
279
Clear Harbor Asset Management
Connecticut
$2.15M -$39K -320 -2%
Betterment LLC
280
Betterment LLC
New York
$2.14M +$81.3K +667 +4%
GC
281
Guggenheim Capital
Illinois
$2.11M +$99.4K +816 +5%
VCM
282
Vision Capital Management
Oregon
$2.09M +$161K +1,319 +8%
VAS
283
Vestmark Advisory Solutions
Massachusetts
$2.08M +$822K +6,747 +65%
CB
284
Commerce Bank
Missouri
$2.07M -$58.8K -483 -3%
WGCA
285
Wolf Group Capital Advisors
Virginia
$2.05M +$25.2K +207 +1%
PWMG
286
Prestige Wealth Management Group
New Jersey
$2.02M -$34.8M -285,353 -95%
SQA
287
Simon Quick Advisors
New Jersey
$2.01M +$4.87K +40 +0.2%
CA
288
Calton & Associates
Florida
$2.01M +$299K +2,456 +17%
SWA
289
Stratos Wealth Advisors
Ohio
$1.99M +$63.1K +518 +3%
OWA
290
Outlook Wealth Advisors
Texas
$1.96M +$759K +6,231 +63%
SW
291
SteelPeak Wealth
California
$1.93M +$1.93M +15,860 New
AF
292
Alerus Financial
North Dakota
$1.93M -$1.16M -9,522 -38%
MIAN
293
Mariner Independent Advisor Network
Kansas
$1.91M -$894K -7,340 -32%
FA
294
FDx Advisors
Illinois
$1.9M -$155K -1,268 -8%
OIA
295
OneDigital Investment Advisors
Kansas
$1.81M +$130K +1,068 +8%
CPW
296
Catalyst Private Wealth
California
$1.8M +$1.8M +14,769 New
VFA
297
Values First Advisors
Tennessee
$1.8M +$165K +1,354 +10%
TFF
298
The Family Firm
Maryland
$1.79M -$6.82K -56 -0.4%
KCM
299
Karp Capital Management
California
$1.79M +$1.22M +10,003 +214%
IIA
300
IPG Investment Advisors
California
$1.77M – – –
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