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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 %
SI
376
Stephens Inc
Arkansas
$1.06M +$440K +4,597 +71%
CIM
377
Cambria Investment Management
California
$1.06M -$13.2M -137,640 -93%
HS
378
Horan Securities
United States
$1.04M -$17.9K -187 -2%
IUHSA
379
Itau Unibanco Holding S.A.
Brazil
$1.03M +$304K +3,160 +42%
BIA
380
Biondo Investment Advisors
Pennsylvania
$1.02M +$6.23K +65 +0.6%
EGA
381
Eagle Global Advisors
Texas
$1.01M +$189K +1,975 +23%
HPM
382
Hoxton Planning & Management
West Virginia
$999K +$999K +10,426 New
FT
383
Fiduciary Trust
Massachusetts
$998K -$201K -2,100 -17%
Qube Research & Technologies (QRT)
384
Qube Research & Technologies (QRT)
United Kingdom
$993K -$4.89K -51 -0.5%
AB
385
Atlas Brown
Kentucky
$987K +$6.32K +66 +0.6%
FA
386
Fermata Advisors
California
$971K -$219K -2,292 -18%
SIA
387
SkyView Investment Advisors
New Jersey
$958K – – –
JSL
388
JT Stratford LLC
Georgia
$940K +$940K +9,817 New
KCM
389
Kornitzer Capital Management
Kansas
$939K – – –
AFS
390
Access Financial Services
Minnesota
$929K +$605K +6,319 +187%
CG
391
Colony Group
Massachusetts
$929K +$929K +9,700 New
RFC
392
Regions Financial Corp
Alabama
$908K +$114K +1,189 +14%
OPS
393
Orion Portfolio Solutions
Nebraska
$908K -$177K -1,847 -16%
MAG
394
Mayfair Advisory Group
Alabama
$905K +$296 +3 +0%
PP
395
Pacifica Partners
Canada
$899K +$464K +4,835 +107%
ATI
396
Act Two Investors
California
$896K +$3.74K +39 +0.4%
GT
397
Greenleaf Trust
Michigan
$883K +$236K +2,465 +37%
William Blair & Company
398
William Blair & Company
Illinois
$882K -$173K -1,802 -16%
BRWA
399
B. Riley Wealth Advisors
Florida
$870K +$204K +2,133 +31%
LWCFA
400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$860K – – –
14 15
16
17 18