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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
+$1.44B
2
Charles Schwab
Charles Schwab
California
+$1.04B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$214M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$257M
2
AssetMark Inc
AssetMark Inc
California
-$136M
3
CWM
Congress Wealth Management
Massachusetts
-$116M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$110M
5
Jane Street
Jane Street
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Ameritas Advisory Services
Nebraska
$2.54M -$155K -1,621 -6%
FA
277
Forefront Analytics
Pennsylvania
$2.51M -$298K -3,115 -11%
1IA
278
1620 Investment Advisors
Massachusetts
$2.49M -$324K -3,382 -12%
VCM
279
Vision Capital Management
Oregon
$2.46M +$15.4K +161 +0.6%
EWA
280
Exencial Wealth Advisors
Oklahoma
$2.45M -$216K -2,254 -8%
SFM
281
Signet Financial Management
New Jersey
$2.44M -$1.51M -15,728 -38%
HWP
282
Highline Wealth Partners
California
$2.44M +$2.44M +25,438 New
1832 Asset Management
283
1832 Asset Management
Ontario, Canada
$2.43M -$420K -4,380 -15%
TCA
284
Transcend Capital Advisors
New Jersey
$2.4M -$521K -5,439 -18%
CC
285
Cypress Capital
Tennessee
$2.4M -$9M -94,010 -79%
IAIM
286
Industrial Alliance Investment Management
Quebec, Canada
$2.36M – – –
Aberdeen Group
287
Aberdeen Group
United Kingdom
$2.36M -$3.52M -36,771 -60%
LFAS
288
Level Four Advisory Services
Texas
$2.31M +$1.88M +19,602 +429%
AFP
289
Ausdal Financial Partners
Iowa
$2.31M +$72.8K +760 +3%
PL
290
Protective Life
Alabama
$2.3M – – –
WCM
291
Windham Capital Management
Massachusetts
$2.28M +$1.31M +13,695 +136%
CG
292
Cutler Group
California
$2.26M +$2.11M +22,073 +1,426%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$2.24M -$247K -2,573 -10%
NAG
294
Northstar Advisory Group
New Jersey
$2.2M +$446K +4,655 +25%
DAS
295
Dynamic Advisor Solutions
Arizona
$2.19M -$957K -9,988 -30%
TVAMP
296
Tennessee Valley Asset Management Partners
Tennessee
$2.16M +$172K +1,800 +9%
FNBOO
297
First National Bank of Omaha
Nebraska
$2.12M – – –
AIG
298
American International Group
New York
$2.12M – – –
RVM
299
Robinson Value Management
Texas
$2.1M +$329K +3,438 +19%
FFS
300
Founders Financial Securities
Maryland
$2.09M -$68.1K -711 -3%
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