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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
3
Mariner
Kansas
$169M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$218M
5
CF
5
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
2
Charles Schwab
California
$528M
3
UBS Group
3
UBS Group
Switzerland
$756M
4
PC
4
Peavine Capital
Nevada
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$33.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$169M 1,757,309 +1,736,952 +8,532%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$166M 1,722,152 +1,614,158 +1,495%
CF
28
Canoe Financial
Alberta, Canada
$163M 9,330,880 +9,330,880 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$159M 1,647,154 +65,667 +4%
Truist Financial
30
Truist Financial
North Carolina
$151M 1,562,835 +474,819 +44%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$132M 1,374,256 +723,830 +111%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$125M 1,237,049 -208,930 -14%
AAG
33
Armstrong Advisory Group
Massachusetts
$121M 1,252,912 -314,831 -20%
Walleye Capital
34
Walleye Capital
New York
$120M 1,245,702 +1,245,702 New
JHCM
35
Juniper Hill Capital Management
California
$106M 1,103,695 – –
Goldman Sachs
36
Goldman Sachs
New York
$101M 1,046,510 +442,004 +73%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$97.7M 1,013,189 -428,316 -30%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$93.1M 966,177 +32,935 +4%
GI
39
GLOBALT Investments
Georgia
$92.6M 960,524 +960,524 New
Stifel Financial
40
Stifel Financial
Missouri
$91.5M 949,453 -177,539 -16%
ACM
41
Advance Capital Management
Michigan
$85.4M 885,731 +866,325 +4,464%
WA
42
WestEnd Advisors
North Carolina
$81.9M 850,174 +511,465 +151%
Victory Capital Management
43
Victory Capital Management
Texas
$77.2M 800,913 +175,825 +28%
SC
44
Syon Capital
California
$77M 798,526 +777,043 +3,617%
PCIG
45
Partners Capital Investment Group
Massachusetts
$76.4M 792,709 -319,752 -29%
Cerity Partners
46
Cerity Partners
New York
$75.6M 784,117 -24,146 -3%
3AM
47
3EDGE Asset Management
Florida
$73.8M 766,027 -467,980 -38%
Citadel Advisors
48
Citadel Advisors
Florida
$73.5M 762,260 +313,760 +70%
AIA
49
Ally Invest Advisors
North Carolina
$72.8M 755,208 -8,122 -1%
BWL
50
Bogart Wealth LLC
Virginia
$69.4M 720,501 +382,721 +113%
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