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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
$242M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
WCM
Windham Capital Management
Massachusetts
$176M
5
CL
Cabana LLC
Arkansas
$138M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.91B
2
SCM
SCS Capital Management
Massachusetts
$4.66M
3
Morgan Stanley
Morgan Stanley
New York
$436M
4
Bank of America
Bank of America
North Carolina
$492M
5
Goldman Sachs
Goldman Sachs
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
426
RWA Wealth Partners
Massachusetts
$362K +$76.1K +627 +27%
CFB
427
Cullen/Frost Bankers
Texas
$355K +$6.32K +52 +2%
JCM
428
Jacobi Capital Management
Pennsylvania
$350K +$7.32K +60 +2%
COF
429
Capital One Financial
Virginia
$350K +$350K +2,881 New
FIM
430
Fernwood Investment Management
Massachusetts
$348K +$35.9K +295 +11%
CGA
431
Crescent Grove Advisors
Illinois
$346K – – –
Betterment LLC
432
Betterment LLC
New York
$336K -$62.2K -512 -16%
3F
433
360 Financial
Minnesota
$334K – – –
TFGT
434
TS Financial Group (TSFG)
Illinois
$334K +$236K +1,941 +241%
GHA
435
GW Henssler & Associates
Georgia
$330K +$330K +2,719 New
ATPW
436
Ashton Thomas Private Wealth
Arizona
$326K +$326K +2,686 New
EP
437
Eudaimonia Partners
Tennessee
$323K +$323K +2,655 New
BHTS
438
Bar Harbor Trust Services
Maine
$320K -$7.89K -65 -2%
KCM
439
Karp Capital Management
California
$317K -$6.61M -54,446 -95%
PAM
440
Peak Asset Management
Colorado
$313K -$73K -600 -19%
RIM
441
Rampart Investment Management
Connecticut
$312K +$312K +2,566 New
NDSI
442
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$7.44K +61 +2%
GIA
443
Gladstone Institutional Advisory
Florida
$309K +$309K +2,543 New
SI
444
Stephens Inc
Arkansas
$305K +$56.9K +468 +23%
GC
445
Grace Capital
Massachusetts
$299K – – –
PA
446
Parallel Advisors
California
$299K +$6.92K +57 +2%
BS
447
Boenning & Scattergood
Pennsylvania
$298K -$2.19K -18 -0.7%
EWM
448
Evercore Wealth Management
New York
$298K +$298K +2,457 New
BBHC
449
Brown Brothers Harriman & Co
New York
$297K +$297K +2,444 New
WI
450
Wintrust Investments
Illinois
$296K -$137K -1,126 -32%
16 17
18
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