IEF icon

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 %
NFP
401
Narus Financial Partners
Utah
$1.55M -$109K -1,128 -7%
CAMG
402
CWA Asset Management Group
Florida
$1.55M +$242K +2,505 +19%
WC
403
Waterloo Capital
Texas
$1.52M -$607K -6,279 -28%
LPT
404
Legacy Private Trust
Wisconsin
$1.48M +$741K +7,668 +100%
CCA
405
Checchi Capital Advisers
California
$1.47M +$97K +1,004 +7%
CW
406
CreativeOne Wealth
Kansas
$1.45M -$1.15M -11,916 -44%
MG
407
Mather Group
Illinois
$1.44M -$14.8M -153,106 -91%
FSA
408
Financial Services Advisory
Maryland
$1.44M -$58.6K -607 -4%
AWA
409
Authentikos Wealth Advisory
California
$1.41M +$1.41M +14,647 New
FA
410
Faithward Advisors
Pennsylvania
$1.41M +$458K +4,868 +48%
SCM
411
SevenOneSeven Capital Management
Pennsylvania
$1.37M -$20.6K -219 -1%
Koshinski Asset Management
412
Koshinski Asset Management
Illinois
$1.37M +$1.37M +14,198 New
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$687K +7,116 +101%
MSWMA
414
Market Street Wealth Management Advisors
Indiana
$1.35M -$179K -1,849 -12%
OC
415
Oppenheimer & Co
New York
$1.34M +$396K +4,097 +42%
HWP
416
Heritage Wealth Partners
Ohio
$1.33M +$1.33M +13,800 New
MMA
417
Miracle Mile Advisors
California
$1.33M -$12.3M -127,507 -90%
KWMG
418
King Wealth Management Group
Florida
$1.32M +$6.28K +65 +0.5%
BC
419
Bowman & Company
Wisconsin
$1.31M +$1.31M +13,583 New
BFG
420
Beacon Financial Group
Texas
$1.31M – – –
PWM
421
Perigon Wealth Management
California
$1.31M +$486K +5,035 +59%
MFA
422
Mayflower Financial Advisors
Massachusetts
$1.31M +$1.31M +16,441 New
CRI
423
Colonial River Investments
Virginia
$1.3M -$7.79M -80,612 -86%
SI
424
Stephens Inc
Arkansas
$1.3M +$240K +2,482 +23%
JWCA
425
J.W. Coons Advisors
Ohio
$1.3M +$33.3K +345 +3%
15 16
17
18 19