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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
+$205M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$205M
4
WCM
Windham Capital Management
Massachusetts
+$176M
5
CL
Cabana LLC
Arkansas
+$138M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$610M
2
SCM
SCS Capital Management
Massachusetts
-$319M
3
Morgan Stanley
Morgan Stanley
New York
-$300M
4
Bank of America
Bank of America
North Carolina
-$140M
5
Goldman Sachs
Goldman Sachs
New York
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
401
Strategic Point Investment Advisors
Rhode Island
$481K +$481K +3,960 New
PPP
402
Private Portfolio Partners
New Jersey
$476K -$1.83M -15,036 -79%
IC
403
Innealta Capital
Texas
$464K -$9.87M -81,312 -96%
AA
404
Alesco Advisors
New York
$462K – – –
CW
405
CreativeOne Wealth
Kansas
$458K +$50.5K +415 +12%
TCPWM
406
Traverso Chambers Private Wealth Management
California
$458K +$458K +3,770 New
DWM
407
Darwin Wealth Management
Florida
$456K -$53.3K -439 -10%
FHC
408
First Heartland Consultants
Missouri
$455K -$279K -2,294 -38%
TA
409
TFG Advisers
Michigan
$449K +$13.5K +111 +3%
AAS
410
Avantax Advisory Services
Texas
$448K +$8.61K +71 +2%
FTIOP
411
Fiduciary Trust International of Pennsylvania
Pennsylvania
$443K +$443K +3,645 New
DJSG
412
D.J. St. Germain
Massachusetts
$436K – – –
VCA
413
Verdence Capital Advisors
Maryland
$426K – – –
3AM
414
3EDGE Asset Management
Florida
$426K +$426K +3,506 New
RGC
415
Roberts, Glore & Co
Illinois
$417K +$417K +3,439 New
DI
416
Diligent Investors
California
$412K -$9.48K -78 -2%
VA
417
Valmark Advisers
Ohio
$410K +$13.8K +114 +3%
JWM
418
Jackson Wealth Management
Florida
$410K +$410K +3,397 New
PG
419
Patten Group
Tennessee
$398K +$40.7K +335 +11%
GM
420
GeoWealth Management
Illinois
$393K -$608 -5 -0.2%
TAM
421
Tocqueville Asset Management
New York
$392K +$392K +75,000 New
KM
422
Kalos Management
Georgia
$386K +$386K +3,188 New
BRWM
423
B. Riley Wealth Management
Tennessee
$385K -$116K -953 -23%
CIAS
424
Capital Investment Advisory Services
North Carolina
$375K -$244K -2,007 -39%
FT
425
Fiduciary Trust
Massachusetts
$368K -$1.18M -9,725 -76%
15 16
17
18 19