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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$303M
3
Ameriprise
Ameriprise
Minnesota
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$122M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$991M
2
AssetMark Inc
AssetMark Inc
California
-$388M
3
Charles Schwab
Charles Schwab
California
-$367M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
5
OPAM
Ocean Park Asset Management
California
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
376
Greenup Street Wealth Management
Michigan
$1.93M -$11.5K -119 -0.6%
SOS
377
Silver Oak Securities
Tennessee
$1.93M +$536K +5,554 +38%
GSEP
378
Golden State Equity Partners
California
$1.93M +$1.93M +19,963 New
Marshall Wace
379
Marshall Wace
United Kingdom
$1.89M -$18.6M -192,450 -91%
CI
380
CX Institutional
Indiana
$1.88M -$56.3K -583 -3%
GM
381
GeoWealth Management
Illinois
$1.88M +$1.54M +15,923 +449%
CFA
382
Camarda Financial Advisors
Florida
$1.88M +$43.6K +451 +2%
TCA
383
Transcend Capital Advisors
New Jersey
$1.87M +$1.62M +16,802 +645%
LIM
384
Leavell Investment Management
Alabama
$1.87M +$116K +1,197 +7%
KPWS
385
Kestra Private Wealth Services
Texas
$1.86M -$424K -4,390 -19%
BRWA
386
B. Riley Wealth Advisors
Florida
$1.83M -$918K -9,500 -33%
BAWC
387
Boyce & Associates Wealth Consulting
Texas
$1.83M +$1.83M +18,929 New
UAS
388
United Asset Strategies
New York
$1.81M +$1.16M +12,025 +179%
FAG
389
Fortitude Advisory Group
Washington
$1.78M -$226K -2,343 -11%
PMAM
390
Picton Mahoney Asset Management
Ontario, Canada
$1.78M – – –
IWA
391
Intercontinental Wealth Advisors
Texas
$1.74M +$112K +1,158 +7%
GC
392
Guidance Capital
Kentucky
$1.74M +$1.74M +18,484 New
CG
393
Colony Group
Massachusetts
$1.7M +$214K +2,211 +14%
GS
394
GTS Securities
New York
$1.67M +$1.67M +17,313 New
P
395
Pariax
California
$1.64M +$1.64M +16,950 New
DC
396
Davenport & Co
Virginia
$1.62M +$1.62M +16,734 New
PMG
397
ProVise Management Group
Florida
$1.6M +$1.6M +16,523 New
HT
398
Headlands Technologies
Illinois
$1.59M +$1.18M +12,166 +280%
ACM
399
Advance Capital Management
Michigan
$1.59M -$5.77M -59,725 -78%
MPPLM
400
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M +$80.9K +837 +5%
14 15
16
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