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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 %
DWT
351
Dorsey & Whitney Trust
South Dakota
$1.41M +$272K +2,837 +24%
NL
352
NWAM LLC
Washington
$1.4M -$248K -2,587 -15%
SFG
353
SevenBridge Financial Group
Pennsylvania
$1.36M +$1.36M +14,171 New
LG
354
Leuthold Group
Minnesota
$1.35M +$184K +1,923 +16%
MSCM
355
McElhenny Sheffield Capital Management
Texas
$1.34M -$167K -1,747 -11%
CCM
356
Ciovacco Capital Management
Georgia
$1.34M -$7.66K -80 -0.6%
APWA
357
Atlas Private Wealth Advisors
New Jersey
$1.33M -$10.1K -105 -0.8%
KWMG
358
King Wealth Management Group
Florida
$1.32M -$21.7K -226 -2%
KJHP
359
K.J. Harrison & Partners
Ontario, Canada
$1.3M +$1.3M +10,000 New
CCA
360
Checchi Capital Advisers
California
$1.28M +$27.5K +287 +2%
JWCA
361
J.W. Coons Advisors
Ohio
$1.26M -$17.3K -181 -1%
CAMG
362
CWA Asset Management Group
Florida
$1.26M -$986K -10,289 -44%
OFG
363
OmniStar Financial Group
North Carolina
$1.25M -$14.8K -154 -1%
AWM
364
Axxcess Wealth Management
California
$1.23M -$228K -2,379 -16%
LHWM
365
Lake Hills Wealth Management
Texas
$1.23M +$1.23M +12,832 New
CTA
366
Chesley Taft & Associates
Illinois
$1.22M – – –
PP
367
Prudential plc
United Kingdom
$1.18M -$15.2M -159,025 -93%
CCWA
368
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.18M +$1.18M +12,312 New
SFS
369
Sowell Financial Services
Arkansas
$1.15M +$1.15M +12,018 New
HI
370
Hudock Inc
Pennsylvania
$1.14M -$96 -1 -0%
LWM
371
Lyell Wealth Management
California
$1.13M -$575K -6,002 -34%
CIA
372
Choate Investment Advisors
Massachusetts
$1.12M -$53.2K -555 -5%
BWM
373
Brickley Wealth Management
California
$1.11M +$903K +9,428 +430%
CWM
374
Campbell Wealth Management
Virginia
$1.11M -$60.7M -633,252 -98%
MPPLM
375
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$27.2K -284 -2%
13 14
15
16 17