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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$165M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.41B
3
Members Trust
3
Members Trust
Florida
$317M
4
SF
4
Synovus Financial
Georgia
$94.1M
5
BTI
5
Blue Trust Inc
Georgia
$406M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$525M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.32B
3
BlackRock
3
BlackRock
New York
$414M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$53M
5
Jane Street
5
Jane Street
New York
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$145M 1,581,487 -69,300 -4%
AAG
27
Armstrong Advisory Group
Massachusetts
$144M 1,567,743 +158,633 +11%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$142M 1,445,979 +577,780 +67%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$132M 1,441,505 +603,833 +72%
TPCW
30
TD Private Client Wealth
New York
$130M 1,424,381 +545,492 +62%
Citigroup
31
Citigroup
New York
$129M 1,413,137 +102,928 +8%
CRG
32
Cornerstone Retirement Group
Nevada
$115M 1,257,747 +307,901 +32%
3AM
33
3EDGE Asset Management
Florida
$112M 1,234,007 -3,061 -0.2%
MA
34
Mutual Advisors
Nebraska
$109M 1,187,181 +330,076 +39%
Stifel Financial
35
Stifel Financial
Missouri
$103M 1,126,992 +255,423 +29%
PCIG
36
Partners Capital Investment Group
Massachusetts
$102M 1,112,461 +99,916 +10%
JHCM
37
Juniper Hill Capital Management
California
$101M 1,103,695 – –
Truist Financial
38
Truist Financial
North Carolina
$99.7M 1,088,016 +513 +0%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.6M 1,054,665 -518,751 -33%
SF
40
Synovus Financial
Georgia
$94.1M 1,027,104 +986,942 +2,457%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$85.5M 933,242 +927,624 +16,512%
Cerity Partners
42
Cerity Partners
New York
$74M 808,263 -142,673 -15%
CCM
43
Coldstream Capital Management
Washington
$72.4M 790,313 +104,285 +15%
AIA
44
Ally Invest Advisors
North Carolina
$69.9M 763,330 +16,517 +2%
MAM
45
Madison Asset Management
Wisconsin
$67.5M 736,969 -254,721 -26%
AGC
46
Alden Global Capital
Florida
$66.5M 726,112 +726,112 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$59.6M 650,426 -126,843 -16%
AAG
48
Avalon Advisory Group
Pennsylvania
$59.4M 648,799 +13,172 +2%
1CP
49
1607 Capital Partners
Virginia
$59.2M 646,700 – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$58.2M 635,346 +53,349 +9%
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