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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 %
IWP
451
Icon Wealth Partners
Texas
$360K +$360K +2,952 New
SIA
452
Strategic Investment Advisors
Michigan
$354K +$354K +2,909 New
PWA
453
Physician Wealth Advisors
Utah
$350K +$350K +2,860 New
BCA
454
Bay Colony Advisors
Massachusetts
$350K +$350K +2,874 New
CGA
455
Crescent Grove Advisors
Illinois
$347K – – –
ECM
456
Evergreen Capital Management
Washington
$346K -$861K -7,071 -71%
NS
457
NewDay Solutions
New Hampshire
$342K -$967K -7,938 -74%
3F
458
360 Financial
Minnesota
$335K – – –
GHA
459
GW Henssler & Associates
Georgia
$335K +$4.02K +33 +1%
DAS
460
Dynamic Advisor Solutions
Arizona
$334K +$125K +1,029 +60%
CIAS
461
Capital Investment Advisory Services
North Carolina
$333K -$43.2K -354 -11%
EWMCB
462
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$331K +$331K +2,716 New
MA
463
MUFG Americas
New York
$329K – – –
VWA
464
V Wealth Advisors
Kansas
$327K +$327K +2,688 New
DL
465
DOHJ LLC
Washington
$323K +$323K +2,623 New
BHTS
466
Bar Harbor Trust Services
Maine
$321K – – –
AWE
467
Avidian Wealth Enterprises
Texas
$321K +$321K +2,630 New
VA
468
Valmark Advisers
Ohio
$320K -$91.3K -750 -22%
NDSI
469
Newman Dignan & Sheerar Inc
Rhode Island
$320K +$8.24K +67 +3%
JIP
470
Jaffetilchin Investment Partners
Florida
$316K +$49.1K +403 +18%
RCAG
471
Rehmann Capital Advisory Group
Michigan
$313K +$313K +2,570 New
FHA
472
Flagship Harbor Advisors
Massachusetts
$312K +$180K +1,476 +136%
OAP
473
One Advisory Partners
Kansas
$312K +$312K +2,564 New
ATC
474
Argent Trust Co
Tennessee
$309K +$28.4K +233 +10%
BS
475
Boenning & Scattergood
Pennsylvania
$305K +$6.58K +54 +2%
17 18
19
20 21