IEF icon

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 %
JSL
426
JT Stratford LLC
Georgia
$481K +$481K +3,947 New
WI
427
Wintrust Investments
Illinois
$478K +$181K +1,483 +61%
PG
428
Patten Group
Tennessee
$469K +$69.5K +570 +17%
V
429
VeraBank
Texas
$468K +$468K +3,839 New
AA
430
Alesco Advisors
New York
$463K – – –
ST
431
Spinnaker Trust
Maine
$462K -$418K -3,434 -48%
CW
432
CreativeOne Wealth
Kansas
$462K +$3.17K +26 +0.7%
TA
433
TFG Advisers
Michigan
$451K +$487 +4 +0.1%
VCA
434
Verdence Capital Advisors
Maryland
$436K +$8.53K +70 +2%
DJSG
435
D.J. St. Germain
Massachusetts
$430K -$7.32K -60 -2%
VFM
436
Vivid Financial Management
California
$429K +$429K +3,521 New
AAS
437
Avantax Advisory Services
Texas
$420K -$28.8K -237 -6%
BWA
438
Beam Wealth Advisors
Louisiana
$419K +$419K +3,448 New
AWM
439
Altium Wealth Management
New York
$414K +$414K +3,393 New
Rockefeller Capital Management
440
Rockefeller Capital Management
New York
$413K -$156K -1,281 -27%
DI
441
Diligent Investors
California
$413K – – –
DWM
442
Darwin Wealth Management
Florida
$406K -$52.2K -428 -11%
IWM
443
IHT Wealth Management
Illinois
$403K -$188K -1,543 -32%
SW
444
SVB Wealth
Massachusetts
$397K +$396K +3,250 +29,545%
VIP
445
Viewpoint Investment Partners
Alberta, Canada
$390K -$97.8K -802 -20%
TIM
446
Total Investment Management
Arizona
$390K +$390K +3,199 New
SAM
447
Strategy Asset Managers
California
$386K -$147K -1,209 -28%
CFB
448
Cullen/Frost Bankers
Texas
$386K +$30.6K +251 +9%
LWM
449
Liberty Wealth Management
California
$373K +$340K +2,581 +1,016%
JCM
450
Jacobi Capital Management
Pennsylvania
$370K +$18.6K +152 +5%
16 17
18
19 20