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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 %
IWA
451
Icon Wealth Advisors
Texas
$611K +$406K +4,239 +198%
SAM
452
Strategy Asset Managers
California
$607K -$3.83K -40 -0.6%
W
453
WorthPointe
California
$597K – – –
SS
454
Simplicity Solutions
Minnesota
$597K -$58.8K -614 -9%
PFS
455
Prospera Financial Services
Texas
$587K +$587K +6,124 New
CWM
456
Chemistry Wealth Management
New York
$581K -$21.4K -223 -4%
FW
457
FirstPurpose Wealth
Utah
$580K -$9.58K -100 -2%
CWM
458
Centric Wealth Management
Illinois
$580K +$580K +6,052 New
WQ
459
Wealth Quarterback
New Jersey
$577K -$196K -2,048 -25%
HW
460
Hamilton Wealth
California
$573K +$573K +5,979 New
FAIM
461
Financial Advocates Investment Management
Washington
$570K +$128K +1,340 +29%
CPW
462
Catalyst Private Wealth
California
$561K +$82.1K +857 +17%
AFA
463
American Financial Advisors
Georgia
$559K +$3.16K +33 +0.6%
CAP
464
Columbia Advisory Partners
Washington
$557K +$557K +5,818 New
PP
465
Patron Partners
Texas
$556K -$32.2K -336 -5%
PWM
466
Perigon Wealth Management
California
$554K -$79.7K -832 -13%
MOS
467
MGO One Seven
Ohio
$552K +$364K +3,798 +193%
LJAC
468
L.J. Altfest & Co
New York
$547K -$60.5K -632 -10%
AWM
469
Aprio Wealth Management
Georgia
$543K – – –
W
470
WealthOne
New York
$539K -$367K -3,832 -40%
CCM
471
Canal Capital Management
Virginia
$538K +$538K +5,622 New
FFA
472
Farther Finance Advisors
California
$534K +$534K +5,578 New
SAG
473
SageView Advisory Group
California
$533K +$533K +5,563 New
TWC
474
TD Waterhouse Canada
Ontario, Canada
$530K +$322K +3,254 +155%
BWM
475
Bulltick Wealth Management
Florida
$520K +$520K +5,433 New
17 18
19
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