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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 %
KLC
326
Knowledge Leaders Capital
Colorado
$2.41M +$2.41M +24,902 New
DWM
327
Drive Wealth Management
Utah
$2.39M +$8.98K +93 +0.4%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$2.39M +$1.55M +15,845 +185%
CC
329
Cypress Capital
Tennessee
$2.38M +$18.4K +190 +0.8%
IGAM
330
iA Global Asset Management
Quebec, Canada
$2.38M +$2.38M +24,649 New
SFM
331
Signet Financial Management
New Jersey
$2.36M +$89.9K +931 +4%
ACI
332
Alpha Cubed Investments
California
$2.36M -$64.9K -672 -3%
FA
333
Forefront Analytics
Pennsylvania
$2.35M -$124K -1,283 -5%
MOS
334
MGO One Seven
Ohio
$2.34M -$102K -1,060 -4%
DAS
335
Dynamic Advisor Solutions
Arizona
$2.33M +$65.7K +680 +3%
CFGS
336
Concourse Financial Group Securities
Alabama
$2.32M -$1.24M -12,845 -35%
PL
337
Protective Life
Alabama
$2.32M – – –
IMC Chicago
338
IMC Chicago
Illinois
$2.3M +$1.31M +13,515 +132%
SAG
339
Spotlight Asset Group
Illinois
$2.29M +$2.29M +23,733 New
CWA
340
Clearview Wealth Advisors
Oregon
$2.28M +$2.28M +23,629 New
FFS
341
Founders Financial Securities
Maryland
$2.27M +$52.3K +541 +2%
BFIC
342
Bedell Frazier Investment Counselling
California
$2.26M -$160K -1,653 -7%
BTWM
343
Baker Tilly Wealth Management
Wisconsin
$2.26M -$27.7K -287 -1%
NFG
344
Nations Financial Group
Iowa
$2.26M +$2.26M +23,405 New
KIM
345
Karpus Investment Management
New York
$2.25M -$29K -300 -1%
TVAMP
346
Tennessee Valley Asset Management Partners
Tennessee
$2.24M -$11.6K -120 -0.5%
AWM
347
Apollon Wealth Management
South Carolina
$2.22M +$903K +9,352 +69%
CB
348
Commerce Bank
Missouri
$2.22M -$1.63M -16,852 -42%
HF
349
HRT Financial
New York
$2.21M -$2.13M -22,038 -49%
USCWA
350
U.S. Capital Wealth Advisors
Texas
$2.2M +$192K +1,989 +10%
12 13
14
15 16