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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

712 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+14
Holders Change %
+2.01%
% of All Funds
12.31%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.44%
New
111
Increased
289
Reduced
224
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
RJA
Raymond James & Associates
Florida
+$229M
3
BlackRock
BlackRock
New York
+$182M
4
UBS Group
UBS Group
Switzerland
+$134M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$132M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$251M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$105M
3
Goldman Sachs
Goldman Sachs
New York
-$92.3M
4
WCM
Wealthcare Capital Management
Virginia
-$72.1M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
376
Advisor OS
Illinois
$982K +$982K +10,228 New
APA
377
American Portfolios Advisors
New York
$980K +$3.74K +39 +0.4%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$974K +$365K +3,803 +60%
WCM
379
Windham Capital Management
Massachusetts
$968K +$124K +1,295 +15%
AIP
380
Almanack Investment Partners
Pennsylvania
$962K +$228K +2,373 +31%
SIA
381
SkyView Investment Advisors
New Jersey
$960K – – –
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$959K -$1.19M -12,400 -55%
SWP
383
Stratos Wealth Partners
Ohio
$948K +$478K +4,980 +102%
KCM
384
Kornitzer Capital Management
Kansas
$941K -$29K -302 -3%
FA
385
Faithward Advisors
Pennsylvania
$930K -$15.1M -157,780 -94%
SFO
386
Stokes Family Office
Louisiana
$928K +$722K +7,517 +350%
FFA
387
First Foundation Advisors
California
$928K +$928K +9,668 New
W
388
WealthOne
New York
$908K +$343K +3,572 +61%
BA
389
BCM Advisors
Louisiana
$902K +$902K +9,508 New
ATI
390
Act Two Investors
California
$895K +$895K +9,320 New
TFCP
391
Twin Focus Capital Partners
Massachusetts
$892K +$18.3K +191 +2%
MAG
392
Mayfair Advisory Group
Alabama
$890K -$388 -4 -0%
SRG
393
SBB Research Group
Illinois
$867K +$768 +8 +0.1%
LWCFA
394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$862K – – –
CB
395
Community Bank
New York
$845K -$3.36K -35 -0.4%
HWA
396
HCR Wealth Advisors
California
$828K +$149K +1,550 +22%
MSFS
397
Main Street Financial Solutions
Pennsylvania
$827K +$827K +8,619 New
EGA
398
Eagle Global Advisors
Texas
$822K +$55.2K +575 +7%
TC
399
Telemus Capital
Michigan
$818K +$139K +1,446 +20%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$809K +$804K +8,377 +16,754%
14 15
16
17 18