IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

691 hedge funds and large institutions have $10.5B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 242 increasing their positions, 253 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+38
Holders Change %
+5.82%
% of All Funds
12.26%
Holding in Top 10
71
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-16.47%
% of All Funds
1.26%
New
132
Increased
242
Reduced
253
Closed
85
Calls
$1.15B
Puts
$3B
Net Calls
-$1.85B
Net Calls Change
-$447M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$493M
2
Jane Street
Jane Street
New York
$225M
3
MCM
Model Capital Management
Massachusetts
$165M
4
RBA
Richard Bernstein Advisors
New York
$118M
5
Bank of America
Bank of America
North Carolina
$772M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$336M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$961M
3
BlackRock
BlackRock
New York
$171M
4
QI
QS Investors
New York
$214M
5
Wells Fargo
Wells Fargo
California
$307M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
376
RDA Financial Network
Iowa
$903K +$159K +1,326 +21%
BCM
377
Beaumont Capital Management
Massachusetts
$888K +$888K +7,399 New
OPWM
378
Oakwell Private Wealth Management
Texas
$882K +$882K +7,349 New
LWP
379
Lumature Wealth Partners
Georgia
$878K +$878K +7,316 New
VRM
380
Vectors Research Management
New York
$861K +$830K +6,917 +2,671%
HC
381
HNP Capital
New York
$860K +$860K +7,168 New
CA
382
Cumberland Advisors
Florida
$841K +$841K +7,015 New
CA
383
Clearstead Advisors
Ohio
$834K -$3.9M -32,537 -82%
BIA
384
Biondo Investment Advisors
Pennsylvania
$830K +$7.68K +64 +0.9%
PWM
385
Perigon Wealth Management
California
$828K +$36.7K +306 +5%
GT
386
Greenleaf Trust
Michigan
$827K – – –
CB
387
Community Bank
New York
$816K -$25.2K -210 -3%
PSUF
388
People's United Financial
Connecticut
$804K +$48K +400 +6%
FAIM
389
Financial Advocates Investment Management
Washington
$801K -$576K -4,811 -42%
CCA
390
Checchi Capital Advisers
California
$796K -$25.3K -211 -3%
WS
391
Wedbush Securities
California
$769K +$769K +6,407 New
RVM
392
Robinson Value Management
Texas
$758K +$758K +6,323 New
FA
393
FDx Advisors
Illinois
$754K -$1.12M -9,341 -60%
SWA
394
Stratos Wealth Advisors
Ohio
$746K -$1.22M -10,142 -62%
4WM
395
4J Wealth Management
Virginia
$739K +$739K +6,163 New
RSWM
396
Robertson Stephens Wealth Management
California
$738K +$738K +6,160 New
TCWM
397
Total Clarity Wealth Management
Illinois
$729K -$21K -175 -3%
OPS
398
Orion Portfolio Solutions
Nebraska
$719K -$139K -1,158 -16%
PWMG
399
Prestige Wealth Management Group
New Jersey
$714K -$1.28M -10,629 -64%
PP
400
Patron Partners
Texas
$712K +$712K +5,932 New
14 15
16
17 18