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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.44B
2
Charles Schwab
Charles Schwab
California
+$1.04B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$214M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$257M
2
AssetMark Inc
AssetMark Inc
California
-$136M
3
CWM
Congress Wealth Management
Massachusetts
-$116M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$110M
5
Jane Street
Jane Street
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
426
Amarillo National Bank
Texas
$703K -$30.1K -314 -4%
IAG
427
Ipsen Advisor Group
Arkansas
$697K +$697K +7,272 New
M&T Bank
428
M&T Bank
New York
$685K +$126K +1,319 +23%
CF
429
Centaurus Financial
California
$681K -$848K -8,861 -55%
HFA
430
High Falls Advisors
New York
$678K +$678K +7,079 New
CM
431
Columbus Macro
Pennsylvania
$678K -$1.89M -19,757 -74%
WSTAM
432
Wilbanks Smith & Thomas Asset Management
Virginia
$676K -$281K -2,936 -29%
BEI
433
Benjamin Edwards Inc
Missouri
$676K +$84.4K +881 +14%
PCIA
434
Prime Capital Investment Advisors
Kansas
$659K -$48.8K -510 -7%
CA
435
Cambridge Advisors
Nebraska
$658K -$38.3K -400 -6%
SS
436
Sunbelt Securities
Texas
$657K -$31.4K -328 -5%
GIP
437
Greatmark Investment Partners
Georgia
$654K +$654K +6,825 New
CS
438
Comerica Securities
Michigan
$653K +$653K +6,813 New
GIM
439
Goelzer Investment Management
Indiana
$647K -$1.52M -15,842 -70%
CPP
440
Capasso Planning Partners
South Carolina
$645K -$2.01K -21 -0.3%
WA
441
Wealthstar Advisors
Texas
$631K – – –
PFGIA
442
Patriot Financial Group Insurance Agency
Massachusetts
$629K -$342K -3,573 -35%
SCA
443
Snowden Capital Advisors
New York
$627K +$211K +2,199 +51%
CLG
444
Cooperman Leon G
$623K +$312K +3,257 +100%
MFA
445
Mayflower Financial Advisors
Massachusetts
$623K +$58.3K +883 +10%
VWM
446
Venturi Wealth Management
Texas
$620K +$41.7K +435 +7%
SRG
447
SBB Research Group
Illinois
$620K -$246K -2,568 -28%
IWM
448
IHT Wealth Management
Illinois
$615K +$39K +407 +7%
SWP
449
Summit Wealth Partners
Florida
$614K +$289K +3,020 +89%
KFAA
450
Klaas Financial Asset Advisors
Illinois
$614K +$614K +6,406 New
16 17
18
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