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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 %
FA
401
FDx Advisors
Illinois
$854K -$1.71M -17,879 -67%
CB
402
Community Bank
New York
$842K -$1.44K -15 -0.2%
LWAC
403
Laurel Wealth Advisors (California)
California
$831K -$638K -6,662 -43%
HWA
404
HCR Wealth Advisors
California
$826K – – –
MSFS
405
Main Street Financial Solutions
Pennsylvania
$822K -$3.35K -35 -0.4%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$821K +$13.4K +140 +2%
FA
407
Faithward Advisors
Pennsylvania
$817K -$111K -1,156 -12%
OC
408
Oppenheimer & Co
New York
$800K -$1.31M -13,650 -62%
TC
409
Telemus Capital
Michigan
$795K -$43.6K -443 -5%
CWS
410
Cypress Wealth Services
California
$771K -$290K -3,032 -27%
FAM
411
Family Asset Management
South Carolina
$757K +$757K +7,905 New
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$745K -$30K -313 -4%
SWP
413
Stratos Wealth Partners
Ohio
$737K -$209K -2,181 -22%
JF
414
Joule Financial
Kentucky
$734K +$11.3K +118 +2%
BA
415
Bridge Advisory
California
$732K +$732K +7,647 New
RSWM
416
Robertson Stephens Wealth Management
California
$730K -$1.67M -17,429 -70%
DWM
417
Dakota Wealth Management
Florida
$730K +$730K +7,620 New
LPT
418
Legacy Private Trust
Wisconsin
$728K +$50.3K +525 +7%
NL
419
NKCFO LLC
Illinois
$718K – – –
CSIA
420
Charles Schwab Investment Advisory
California
$717K +$717K +7,486 New
SL
421
Savior LLC
Massachusetts
$712K +$80.7K +842 +13%
CA
422
Continuum Advisory
Idaho
$710K -$1.01M -10,519 -59%
CB
423
Cadence Bank
Mississippi
$710K +$710K +7,412 New
AG
424
Ascent Group
Virginia
$708K -$22.7K -237 -3%
AWE
425
Avidian Wealth Enterprises
Texas
$708K -$4.61M -48,146 -87%
15 16
17
18 19