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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

653 hedge funds and large institutions have $15B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 262 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+22
Holders Change %
+3.49%
% of All Funds
13.21%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.72%
New
75
Increased
262
Reduced
232
Closed
48
Calls
$1.03B
Puts
$2.43B
Net Calls
-$1.4B
Net Calls Change
-$104M

Top Buyers

1
QI
QS Investors
New York
+$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
Goldman Sachs
Goldman Sachs
New York
+$126M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$74.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$57.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$549M
2
AssetMark Inc
AssetMark Inc
California
-$451M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$408M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$294M
5
WCM
Windham Capital Management
Massachusetts
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
476
Trivium Point Advisory
Connecticut
$312K -$3.42M -28,112 -92%
DAS
477
Dynamic Advisor Solutions
Arizona
$312K -$21.8K -179 -7%
SWP
478
Stratos Wealth Partners
Ohio
$310K -$249K -2,040 -45%
VWA
479
V Wealth Advisors
Kansas
$309K -$18.1K -149 -6%
BCM
480
Boltwood Capital Management
California
$309K +$309K +2,535 New
EWM
481
Evercore Wealth Management
New York
$308K +$9.01K +74 +3%
Principal Financial Group
482
Principal Financial Group
Iowa
$307K +$102K +837 +50%
CG
483
Colony Group
Massachusetts
$300K +$15K +123 +5%
TI
484
Trexquant Investment
Connecticut
$298K -$498K -4,090 -63%
ST
485
Spinnaker Trust
Maine
$295K -$167K -1,370 -36%
BCV
486
Banque Cantonale Vaudoise
Switzerland
$294K +$294K +2,410 New
PA
487
Parallel Advisors
California
$292K -$4.38K -36 -1%
PCG
488
Private Capital Group
Connecticut
$287K +$33.3K +274 +13%
BBNA
489
Bremer Bank National Association
Minnesota
$286K – – –
IFWM
490
Institute for Wealth Management
Colorado
$282K -$2.44K -20 -0.9%
BIA
491
Bigelow Investment Advisors
Maine
$281K – – –
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$127K +1,038 +82%
OAP
493
One Advisory Partners
Kansas
$280K -$31.9K -262 -10%
BWM
494
BCS Wealth Management
Tennessee
$280K – – –
AWE
495
Avidian Wealth Enterprises
Texas
$279K -$40.9K -336 -13%
OIA
496
Optimum Investment Advisors
Illinois
$278K – – –
SCM
497
Stordahl Capital Management
Colorado
$274K -$8.04K -66 -3%
HCC
498
Hirtle Callaghan & Co
Pennsylvania
$274K – – –
SWM
499
SigFig Wealth Management
California
$274K +$274K +2,240 New
AIP
500
Almanack Investment Partners
Pennsylvania
$272K +$46.6K +391 +21%
18 19
20
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