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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.75B
2
CCMG
Clark Capital Management Group
Pennsylvania
+$991M
3
Morgan Stanley
Morgan Stanley
New York
+$835M
4
UBS Group
UBS Group
Switzerland
+$729M
5
AssetMark Inc
AssetMark Inc
California
+$368M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$531M
2
BlackRock
BlackRock
New York
-$224M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$189M
4
JHU
Johns Hopkins University
Maryland
-$149M
5
RBA
Richard Bernstein Advisors
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
326
Protective Life
Alabama
$2.38M – – –
WA
327
WESPAC Advisors
California
$2.37M +$2.37M +23,910 New
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$2.35M +$560K +5,652 +31%
BMCM
329
Bryn Mawr Capital Management
Pennsylvania
$2.35M +$213K +2,144 +10%
KPWS
330
Kestra Private Wealth Services
Texas
$2.35M +$419K +4,226 +22%
ETIA
331
Epic Trust Investment Advisors
Washington
$2.34M -$972K -980 -29%
KIM
332
Karpus Investment Management
New York
$2.34M -$7.28M -73,462 -76%
SFM
333
Signet Financial Management
New Jersey
$2.33M -$199K -2,009 -8%
DAS
334
Dynamic Advisor Solutions
Arizona
$2.32M +$57.4K +579 +3%
WMS
335
Wealth Management Solutions
Pennsylvania
$2.31M -$8.27M -83,458 -78%
TVAMP
336
Tennessee Valley Asset Management Partners
Tennessee
$2.31M +$69.9K +705 +3%
EWA
337
Exencial Wealth Advisors
Oklahoma
$2.3M -$242K -2,437 -10%
FFS
338
Founders Financial Securities
Maryland
$2.28M +$118K +1,189 +5%
ATPW
339
Ashton Thomas Private Wealth
Arizona
$2.28M +$2.28M +22,968 New
FNBOO
340
First National Bank of Omaha
Nebraska
$2.19M – – –
AIG
341
American International Group
New York
$2.19M – – –
ES
342
ETF Store
Kansas
$2.19M +$71.2K +712 +3%
CWA
343
Centennial Wealth Advisory
Michigan
$2.19M +$2.19M +22,062 New
WC
344
Waterloo Capital
Texas
$2.19M +$2.19M +22,050 New
RVM
345
Robinson Value Management
Texas
$2.18M – – –
Aberdeen Group
346
Aberdeen Group
United Kingdom
$2.15M -$289K -2,917 -12%
CP
347
Covenant Partners
Tennessee
$2.13M +$2.13M +21,497 New
RWP
348
RWA Wealth Partners
Massachusetts
$2.11M +$2.11M +21,307 New
SAM
349
SignalPoint Asset Management
Missouri
$2.08M -$1.79K -18 -0.1%
AWAU
350
Alliance Wealth Advisors (Utah)
Utah
$2.08M +$288K +2,905 +16%
12 13
14
15 16