IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

712 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+14
Holders Change %
+2.01%
% of All Funds
12.31%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.44%
New
111
Increased
289
Reduced
224
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
RJA
Raymond James & Associates
Florida
+$229M
3
BlackRock
BlackRock
New York
+$182M
4
UBS Group
UBS Group
Switzerland
+$134M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$132M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$251M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$105M
3
Goldman Sachs
Goldman Sachs
New York
-$92.3M
4
WCM
Wealthcare Capital Management
Virginia
-$72.1M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
426
Greenleaf Trust
Michigan
$648K +$54.3K +566 +9%
FAM
427
Forte Asset Management
New York
$648K +$216K +2,248 +50%
CPP
428
Capasso Planning Partners
South Carolina
$648K +$648K +6,753 New
Members Trust
429
Members Trust
Florida
$639K +$639K +6,660 New
NWM
430
Northwest Wealth Management
Iowa
$637K -$1.15K -12 -0.2%
PWM
431
Perigon Wealth Management
California
$635K -$26.7K -278 -4%
SL
432
Savior LLC
Massachusetts
$632K +$632K +6,589 New
JWCA
433
J.W. Cole Advisors
Florida
$631K +$271K +2,822 +75%
WA
434
Wealthstar Advisors
Texas
$630K -$751K -7,859 -54%
ATC
435
Argent Trust Co
Tennessee
$625K – – –
HIM
436
Hanlon Investment Management
New Jersey
$624K +$127K +1,318 +25%
SI
437
Stephens Inc
Arkansas
$622K +$115K +1,200 +23%
CCM
438
Crew Capital Management
Ohio
$618K +$50.7K +528 +9%
SAM
439
Strategy Asset Managers
California
$612K -$44.6K -464 -7%
LJAC
440
L.J. Altfest & Co
New York
$609K -$446K -4,647 -42%
CWM
441
Chemistry Wealth Management
New York
$604K -$77.3K -805 -11%
W
442
WorthPointe
California
$599K – – –
BEI
443
Benjamin Edwards Inc
Missouri
$593K +$16.2K +169 +3%
FW
444
FirstPurpose Wealth
Utah
$591K +$591K +6,158 New
PP
445
Patron Partners
Texas
$589K +$8.16K +85 +1%
FWP
446
Firethorn Wealth Partners
Georgia
$586K +$374K +3,898 +177%
VWM
447
Venturi Wealth Management
Texas
$579K -$44.5K -464 -7%
IWM
448
IHT Wealth Management
Illinois
$577K +$577K +6,016 New
BIA
449
Bigelow Investment Advisors
Maine
$569K +$22.6K +236 +4%
CGA
450
Crescent Grove Advisors
Illinois
$566K -$215K -2,239 -28%
16 17
18
19 20