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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.

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
1
JPMorgan Chase & Co
New York
$3.8B
2
RJA
2
Raymond James & Associates
Florida
$247M
3
BlackRock
3
BlackRock
New York
$601M
4
UBS Group
4
UBS Group
Switzerland
$265M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$485M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$945M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$184M
3
Goldman Sachs
3
Goldman Sachs
New York
$65.6M
4
WCM
4
Wealthcare Capital Management
Virginia
$259M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$3.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$118M 1,228,776 +136,058 +12%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$110M 1,141,800 -5,651 -0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$104M 1,082,616 +202,454 +23%
CRG
29
Cornerstone Retirement Group
Nevada
$101M 1,053,556 -27,314 -3%
RWA
30
RGT Wealth Advisors
Texas
$94M 979,773 +979,773 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$89.4M 931,107 -250,622 -21%
1CP
32
1607 Capital Partners
Virginia
$86.6M 901,700 -60,500 -6%
Stifel Financial
33
Stifel Financial
Missouri
$85.7M 892,301 +43,737 +5%
CPO
34
Cerity Partners OCIO
New York
$82.4M 858,246 +206,869 +32%
AIA
35
Ally Invest Advisors
North Carolina
$72.5M 755,512 -357 -0%
MA
36
Mutual Advisors
Nebraska
$67.2M 699,807 +660,254 +1,669%
RVPG
37
Relative Value Partners Group
$66.5M 692,486 +217,611 +46%
Goldman Sachs
38
Goldman Sachs
New York
$65.6M 683,154 -961,539 -58%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$63.8M 664,673 +256,910 +63%
HF
40
HRT Financial
New York
$63.3M 659,497 +36,997 +6%
CWM
41
Campbell Wealth Management
Virginia
$61.9M 644,807 +644,807 New
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61M 643,698 +43,508 +7%
FFM
43
Fullerton Fund Management
Singapore
$59M 615,030 -310,912 -34%
AAG
44
Avalon Advisory Group
Pennsylvania
$58.9M 613,430 -43,161 -7%
PCIG
45
Partners Capital Investment Group
Massachusetts
$58.4M 608,317 +439,153 +260%
Victory Capital Management
46
Victory Capital Management
Texas
$58.3M 607,515 – –
Osaic Holdings
47
Osaic Holdings
Arizona
$57.3M 596,579 +150,693 +34%
Citadel Advisors
48
Citadel Advisors
Florida
$51.1M 532,334 -170,306 -24%
BWL
49
Beacon Wealthcare LLC
North Carolina
$49.8M 518,812 +9,409 +2%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$48.9M 479,768 +195,474 +69%
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