IEF icon

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 %
CI
326
CX Institutional
Indiana
$1.75M -$768K -8,020 -30%
EWMCB
327
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.75M -$1.04M -10,898 -37%
CFA
328
Camarda Financial Advisors
Florida
$1.75M +$1.75M +18,229 New
FAG
329
Fortitude Advisory Group
Washington
$1.74M +$18.8K +196 +1%
BTWM
330
Baker Tilly Wealth Management
Wisconsin
$1.73M -$237K -2,475 -12%
AWAU
331
Alliance Wealth Advisors (Utah)
Utah
$1.73M +$1.73M +18,050 New
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$1.7M -$1.4M -14,600 -45%
NFP
333
Narus Financial Partners
Utah
$1.67M +$1.4M +14,645 +533%
OCM
334
Ovata Capital Management
Hong Kong
$1.61M +$1.61M +16,810 New
SCM
335
SevenOneSeven Capital Management
Pennsylvania
$1.6M -$37.9K -396 -2%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$1.6M +$802K +8,371 +100%
T
337
TCWP
Ohio
$1.58M -$1.25M -13,066 -44%
CWM
338
Congress Wealth Management
Massachusetts
$1.57M -$116M -1,212,368 -99%
CWG
339
Cornerstone Wealth Group
North Carolina
$1.57M +$1.57M +16,408 New
CAL
340
Capital Analysts LLC
Pennsylvania
$1.56M +$132K +1,382 +9%
AO
341
Advisor OS
Illinois
$1.56M +$579K +6,044 +59%
LMKC
342
L.M. Kohn & Company
Ohio
$1.55M +$46.9K +490 +3%
USCWA
343
U.S. Capital Wealth Advisors
Texas
$1.55M -$2.35M -24,565 -60%
DWA
344
Dorsey Wright & Associates
California
$1.52M +$1.52M +15,886 New
CCA
345
Cobblestone Capital Advisors
New York
$1.51M +$1.27M +13,295 +539%
Mariner
346
Mariner
Kansas
$1.49M -$390K -4,073 -21%
CA
347
CoreCap Advisors
Michigan
$1.48M -$649K -6,780 -31%
BS
348
Banco Santander
Spain
$1.48M +$187K +1,955 +15%
CAAS
349
Capital Asset Advisory Services
Michigan
$1.47M +$1.47M +15,332 New
TI
350
Truepoint Inc
Ohio
$1.42M -$5.56K -58 -0.4%
12 13
14
15 16