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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$303M
3
Ameriprise
Ameriprise
Minnesota
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$122M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$991M
2
AssetMark Inc
AssetMark Inc
California
-$388M
3
Charles Schwab
Charles Schwab
California
-$367M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
5
OPAM
Ocean Park Asset Management
California
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
CoreCap Advisors
Michigan
$1.29M +$1.29M +13,389 New
CTA
427
Chesley Taft & Associates
Illinois
$1.27M +$19.3K +200 +2%
TIA
428
Traphagen Investment Advisors
New Jersey
$1.25M -$76.3K -790 -6%
CB
429
Cadence Bank
Mississippi
$1.23M -$268K -2,771 -18%
CPIG
430
Chicago Partners Investment Group
Illinois
$1.22M +$1.22M +12,922 New
JSL
431
JT Stratford LLC
Georgia
$1.21M +$24.2K +251 +2%
CCM
432
Ciovacco Capital Management
Georgia
$1.2M -$44.2K -458 -4%
HW
433
Hamilton Wealth
California
$1.17M +$523K +5,417 +81%
CA
434
Continuum Advisory
Idaho
$1.17M -$6.83M -70,680 -85%
BFM
435
Boston Financial Management
Massachusetts
$1.16M -$216K -2,238 -16%
JWCA
436
J.W. Cole Advisors
Florida
$1.14M +$492K +5,089 +76%
IWM
437
IHT Wealth Management
Illinois
$1.13M -$166K -1,718 -13%
CIA
438
Choate Investment Advisors
Massachusetts
$1.13M +$8.6K +89 +0.8%
RA
439
RFG Advisory
Alabama
$1.13M +$880K +9,113 +350%
CAAS
440
Capital Asset Advisory Services
Michigan
$1.12M +$97 +1 +0%
WAM
441
Worth Asset Management
Texas
$1.11M +$1.02M +10,512 +1,067%
BWCS
442
Beirne Wealth Consulting Services
Connecticut
$1.1M +$605K +6,265 +121%
HS
443
Horan Securities
United States
$1.1M +$94.3K +976 +9%
Citadel Advisors
444
Citadel Advisors
Florida
$1.08M -$5.5M -56,944 -84%
AWE
445
Avidian Wealth Enterprises
Texas
$1.07M +$234K +2,420 +28%
BWM
446
Brickley Wealth Management
California
$1.07M -$54.1K -560 -5%
HI
447
Hudock Inc
Pennsylvania
$1.05M +$193 +2 +0%
HCM
448
Howard Capital Management
Georgia
$1.05M +$2.8K +29 +0.3%
CG
449
Cutler Group
California
$1.03M -$3.17M -32,788 -75%
SI
450
SimpliFi Inc
California
$1.03M +$156K +1,610 +18%
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