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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 %
NA
301
NewEdge Advisors
Louisiana
$2.09M -$605K -7,441 -22%
Creative Planning
302
Creative Planning
Kansas
$2.07M -$2M -20,840 -49%
BMCM
303
Bryn Mawr Capital Management
Pennsylvania
$2.07M +$2.07M +21,562 New
ES
304
ETF Store
Kansas
$2.05M -$209K -2,151 -9%
SAM
305
SignalPoint Asset Management
Missouri
$2.01M -$17.6K -184 -0.9%
LIM
306
Leavell Investment Management
Alabama
$2M -$2.34M -24,439 -54%
GC
307
Guggenheim Capital
Illinois
$1.99M +$204K +2,125 +11%
CW
308
Connectus Wealth
Ohio
$1.97M -$5.91M -61,350 -75%
FFA
309
First Foundation Advisors
California
$1.97M +$1.04M +10,854 +112%
IFO
310
Independent Family Office
New York
$1.96M – – –
VAS
311
Vestmark Advisory Solutions
Massachusetts
$1.96M -$77.5K -809 -4%
BFM
312
Boston Financial Management
Massachusetts
$1.92M -$383K -3,996 -17%
SAM
313
Securian Asset Management
Minnesota
$1.9M -$1.44M -15,040 -43%
GSWM
314
Greenup Street Wealth Management
Michigan
$1.89M -$504K -5,264 -21%
IIA
315
IPG Investment Advisors
California
$1.89M -$123K -1,285 -6%
CB
316
Commerce Bank
Missouri
$1.88M -$132K -1,380 -7%
Franklin Resources
317
Franklin Resources
California
$1.87M -$269K -2,805 -13%
KPWS
318
Kestra Private Wealth Services
Texas
$1.86M -$3.05M -31,871 -62%
TIA
319
Traphagen Investment Advisors
New Jersey
$1.84M +$1.84M +19,160 New
UAS
320
United Asset Strategies
New York
$1.83M -$135K -1,406 -7%
BFG
321
Barber Financial Group
Kansas
$1.82M -$361K -3,771 -17%
EDRH
322
Edmond de Rothschild Holding
Switzerland
$1.8M +$1.61M +16,812 +831%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$1.8M -$459K -4,788 -20%
TFF
324
The Family Firm
Maryland
$1.79M -$469K -4,900 -21%
PMAM
325
Picton Mahoney Asset Management
Ontario, Canada
$1.76M – – –
11 12
13
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