IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$303M
3
Ameriprise
Ameriprise
Minnesota
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$122M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$991M
2
AssetMark Inc
AssetMark Inc
California
-$388M
3
Charles Schwab
Charles Schwab
California
-$367M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
5
OPAM
Ocean Park Asset Management
California
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
301
Rinkey Investments
California
$2.92M +$2.92M +30,262 New
TC
302
TAP Consulting
Missouri
$2.92M +$130K +1,349 +5%
AIM
303
Alhambra Investment Management
Florida
$2.91M -$45.6K -472 -2%
VFM
304
Valley Financial Management
New York
$2.91M +$1.35M +14,026 +87%
TC
305
Telemus Capital
Michigan
$2.9M -$59.6K -617 -2%
HHGC
306
Hunting Hill Global Capital
New York
$2.86M +$2.86M +29,652 New
SFS
307
Sowell Financial Services
Arkansas
$2.84M +$2.84M +29,444 New
LG
308
Leuthold Group
Minnesota
$2.83M +$85.2K +882 +3%
FFM
309
Fullerton Fund Management
Singapore
$2.82M – – –
WAG
310
Wallace Advisory Group
California
$2.81M – – –
DWA
311
Dorsey Wright & Associates
California
$2.77M +$224K +2,315 +9%
SCP
312
Silverleafe Capital Partners
Tennessee
$2.76M +$2.76M +28,623 New
WIA
313
World Investment Advisors
California
$2.73M -$105K -1,085 -4%
APWA
314
Atlas Private Wealth Advisors
New Jersey
$2.68M +$1.34M +13,890 +100%
Luther King Capital Management (LKCM)
315
Luther King Capital Management (LKCM)
Texas
$2.61M -$2.68M – –
EDRH
316
Edmond de Rothschild Holding
Switzerland
$2.59M +$814K +8,429 +46%
TAIM
317
TD Ameritrade Investment Management
Nebraska
$2.56M -$177K -1,833 -6%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$2.54M +$144K +1,488 +6%
BCM
319
Beaumont Capital Management
Massachusetts
$2.52M +$2.52M +26,121 New
PAMS
320
Pictet Asset Management (Switzerland)
Switzerland
$2.47M – – –
VCM
321
Virtue Capital Management
Tennessee
$2.46M +$2.12M +22,209 +619%
ECA
322
Elevated Capital Advisors
Utah
$2.46M +$2.46M +25,443 New
M&T Bank
323
M&T Bank
New York
$2.46M +$1.76M +18,242 +254%
CCWA
324
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$1.47M +15,204 +152%
VCM
325
Vision Capital Management
Oregon
$2.42M -$47.7K -494 -2%
11 12
13
14 15