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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+41
Holders Change %
+7.24%
% of All Funds
13.41%
Holding in Top 10
96
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+45.45%
% of All Funds
2.12%
New
129
Increased
217
Reduced
200
Closed
74
Calls
$367M
Puts
$994M
Net Calls
-$627M
Net Calls Change
+$2.53B

Top Buyers

1
Charles Schwab
Charles Schwab
California
$230M
2
Truist Financial
Truist Financial
North Carolina
$242M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
WCM
Windham Capital Management
Massachusetts
$176M
5
CL
Cabana LLC
Arkansas
$138M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.91B
2
SCM
SCS Capital Management
Massachusetts
$4.66M
3
Morgan Stanley
Morgan Stanley
New York
$436M
4
Bank of America
Bank of America
North Carolina
$492M
5
Goldman Sachs
Goldman Sachs
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
376
United Asset Strategies
New York
$661K +$661K +5,440 New
AFP
377
Ausdal Financial Partners
Iowa
$656K +$656K +5,374 New
ED
378
Exane Derivatives
France
$653K -$87.1K -717 -12%
FANJ
379
Financial Architects (New Jersey)
New Jersey
$649K +$649K +5,340 New
HWM
380
Holloway Wealth Management
Florida
$630K -$582K – –
SCA
381
Spearhead Capital Advisors
Florida
$610K +$610K +5,019 New
B
382
Bellecapital
Switzerland
$607K – – –
Janus Henderson Group
383
Janus Henderson Group
United Kingdom
$601K +$220K +1,809 +58%
IWM
384
IHT Wealth Management
Illinois
$589K +$35.2K +290 +6%
Renaissance Technologies
385
Renaissance Technologies
New York
$583K +$583K +4,800 New
AWM
386
Affinity Wealth Management
Delaware
$574K +$574K +4,717 New
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$568K +$90.2K +742 +19%
SIM
388
Sadoff Investment Management
Wisconsin
$566K – – –
SG Americas Securities
389
SG Americas Securities
New York
$564K +$564K +4,640 New
SWP
390
Summit Wealth Partners
Florida
$547K – – –
MC
391
Moors & Cabot
Massachusetts
$540K +$540K +4,463 New
SFG
392
Summit Financial Group
West Virginia
$538K – – –
MIM
393
Macroview Investment Management
Maryland
$534K -$525K -4,323 -50%
SAM
394
Strategy Asset Managers
California
$531K +$63.5K +523 +14%
VCM
395
Virtue Capital Management
Tennessee
$523K -$2.74M -22,572 -84%
Fiera Capital (Canada)
396
Fiera Capital (Canada)
Quebec, Canada
$523K -$147K -1,210 -22%
SG
397
StoneX Group
New York
$516K +$516K +4,247 New
CISOA
398
Capital Investment Services of America
Wisconsin
$500K +$19.4K +160 +4%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$497K +$497K +4,090 New
VIP
400
Viewpoint Investment Partners
Alberta, Canada
$486K +$198K +1,630 +69%
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16
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