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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 %
TFA
476
Teamwork Financial Advisors
Texas
$304K +$304K +2,491 New
EWM
477
Evercore Wealth Management
New York
$299K – – –
RWP
478
RWA Wealth Partners
Massachusetts
$297K -$66.4K -545 -18%
PA
479
Parallel Advisors
California
$296K -$3.53K -29 -1%
BBNA
480
Bremer Bank National Association
Minnesota
$286K – – –
KA
481
Kovack Advisors
Florida
$286K +$3.9K +32 +1%
CG
482
Colony Group
Massachusetts
$286K +$286K +2,343 New
ML
483
McAdam LLC
Pennsylvania
$285K – – –
IFWM
484
Institute for Wealth Management
Colorado
$284K +$58.1K +477 +26%
APW
485
Austin Private Wealth
Texas
$284K +$284K +2,334 New
SCM
486
Stordahl Capital Management
Colorado
$282K – – –
AWA
487
Arete Wealth Advisors
Illinois
$282K +$282K +2,312 New
BIA
488
Bigelow Investment Advisors
Maine
$281K – – –
Members Trust
489
Members Trust
Florida
$281K +$281K +2,306 New
BWM
490
BCS Wealth Management
Tennessee
$280K +$280K +2,298 New
OIA
491
Optimum Investment Advisors
Illinois
$278K +$91.3K +750 +49%
DWM
492
Dakota Wealth Management
Florida
$268K -$25.6K -210 -9%
TNBTD
493
Trustmark National Bank Trust Department
Mississippi
$264K – – –
LFS
494
Legacy Financial Strategies
Kansas
$264K +$264K +2,164 New
FIM
495
Fernwood Investment Management
Massachusetts
$257K -$91.6K -752 -26%
FAM
496
Formidable Asset Management
Ohio
$257K +$257K +2,110 New
PCG
497
Private Capital Group
Connecticut
$254K +$254K +2,085 New
WS
498
Wedbush Securities
California
$253K +$42.4K +347 +20%
QAM
499
QCI Asset Management
New York
$252K +$252K +2,064 New
PCM
500
Prelude Capital Management
New York
$244K +$244K +2,000 New
18 19
20
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