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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

631 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 263 increasing their positions, 190 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.97%
Holding in Top 10
97
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.04%
% of All Funds
1.99%
New
100
Increased
263
Reduced
190
Closed
71
Calls
$361M
Puts
$1.66B
Net Calls
-$1.3B
Net Calls Change
-$670M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$716M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.5B
5
Bank of America
5
Bank of America
North Carolina
$648M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
CL
3
Cabana LLC
Arkansas
$233K
4
FIA
4
Foundations Investment Advisors
Arizona
$10.4M
5
SWM
5
SVA Wealth Management
Wisconsin
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
401
Eldridge Investment Advisors
New Hampshire
$621K +$621K +5,100 New
B
402
Bellecapital
Switzerland
$609K – – –
GM
403
GeoWealth Management
Illinois
$603K +$209K +1,714 +53%
CFG
404
Cooper Financial Group
California
$600K +$600K +4,927 New
ACP
405
Aveo Capital Partners
Colorado
$591K -$13.2M -107,944 -96%
KCM
406
Karp Capital Management
California
$570K +$252K +2,070 +79%
SIM
407
Sadoff Investment Management
Wisconsin
$568K – – –
SCA
408
Snowden Capital Advisors
New York
$565K +$565K +4,637 New
SFM
409
Signet Financial Management
New Jersey
$565K +$333K +2,724 +144%
MC
410
Moors & Cabot
Massachusetts
$562K +$18.3K +150 +3%
SWP
411
Stratos Wealth Partners
Ohio
$559K -$339K -2,780 -38%
Koshinski Asset Management
412
Koshinski Asset Management
Illinois
$559K +$353K +2,896 +171%
Janus Henderson Group
413
Janus Henderson Group
United Kingdom
$555K -$48K -394 -8%
ED
414
Exane Derivatives
France
$549K -$106K -871 -16%
MIM
415
Macroview Investment Management
Maryland
$548K +$12.4K +102 +2%
SFG
416
Summit Financial Group
West Virginia
$538K -$1.83K -15 -0.3%
UAS
417
United Asset Strategies
New York
$522K -$141K -1,156 -21%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$517K -$8.05K -66 -2%
PFA
419
Pinnacle Family Advisors
Missouri
$510K +$510K +4,184 New
CISOA
420
Capital Investment Services of America
Wisconsin
$502K – – –
QC
421
QCM Cayman
Texas
$501K +$501K +4,108 New
SPIA
422
Strategic Point Investment Advisors
Rhode Island
$499K +$15.3K +125 +3%
FT
423
Fiduciary Trust
Massachusetts
$496K +$127K +1,042 +34%
MOS
424
MGO One Seven
Ohio
$483K +$483K +3,962 New
SWP
425
Strategic Wealth Partners
Ohio
$481K +$481K +3,943 New
15 16
17
18 19