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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

653 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
13.21%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
262
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M

Top Buyers

1
QI
QS Investors
New York
+$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$74.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$549M
2
AssetMark Inc
AssetMark Inc
California
-$451M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$408M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$294M
5
WCM
Windham Capital Management
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
426
Peninsula Wealth
California
$500K +$500K +4,101 New
FT
427
Fiduciary Trust
Massachusetts
$496K – – –
APW
428
Austin Private Wealth
Texas
$494K +$210K +1,721 +74%
SPIA
429
Strategic Point Investment Advisors
Rhode Island
$493K -$4.88K -40 -1%
TC
430
Truvestments Capital
Florida
$492K +$492K +4,046 New
AAP
431
Arax Advisory Partners
Colorado
$490K -$24.2M -198,148 -98%
TA
432
TFG Advisers
Michigan
$486K +$35.7K +293 +8%
AWM
433
Altium Wealth Management
New York
$467K +$53.5K +439 +13%
SIA
434
Strategic Investment Advisors
Michigan
$462K +$107K +874 +30%
TFGT
435
TS Financial Group (TSFG)
Illinois
$459K +$319K +2,621 +228%
VFM
436
Vivid Financial Management
California
$453K +$23.7K +194 +6%
IWP
437
Icon Wealth Partners
Texas
$444K +$84.7K +696 +24%
BWA
438
Beam Wealth Advisors
Louisiana
$441K +$20.8K +171 +5%
AWM
439
Avior Wealth Management
Nebraska
$440K -$1.7M -13,916 -79%
SW
440
SVB Wealth
Massachusetts
$439K +$41.9K +344 +11%
Janus Henderson Group
441
Janus Henderson Group
United Kingdom
$435K -$119K -978 -21%
BA
442
Ballast Advisors
Minnesota
$433K +$323K +2,652 +294%
HS
443
Horan Securities
United States
$427K +$427K +3,505 New
CC
444
Copperleaf Capital
North Carolina
$417K +$417K +3,427 New
VCA
445
Verdence Capital Advisors
Maryland
$412K -$23.7K -195 -5%
CISOA
446
Capital Investment Services of America
Wisconsin
$411K -$91.5K -750 -18%
DI
447
Diligent Investors
California
$411K -$2.32K -19 -0.6%
JSL
448
JT Stratford LLC
Georgia
$407K -$74K -607 -15%
LWM
449
Liberty Wealth Management
California
$407K +$61.8K +508 +18%
JCM
450
Jacobi Capital Management
Pennsylvania
$399K +$34.8K +289 +10%
16 17
18
19 20