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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.44B
2
Charles Schwab
Charles Schwab
California
+$1.04B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$214M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$176M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$257M
2
AssetMark Inc
AssetMark Inc
California
-$136M
3
CWM
Congress Wealth Management
Massachusetts
-$116M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$110M
5
Jane Street
Jane Street
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Apollon Wealth Management
South Carolina
$516K +$516K +5,389 New
HWMA
477
Heritage Wealth Management (Arizona)
Arizona
$514K +$257K +2,683 +100%
SC
478
Solstein Capital
California
$513K -$589K -6,145 -53%
Fiera Capital (Canada)
479
Fiera Capital (Canada)
Quebec, Canada
$512K -$9.77K -102 -2%
FCAM
480
First Citizens Asset Management
North Carolina
$511K +$511K +5,336 New
NWM
481
Northwest Wealth Management
Iowa
$509K -$127K -1,323 -20%
IGWM
482
ICA Group Wealth Management
Colorado
$505K -$22.7K -237 -4%
FIA
483
Foundations Investment Advisors
Arizona
$503K -$30.6K -320 -6%
HNB
484
Huntington National Bank
Ohio
$496K -$530K – –
SOS
485
Silver Oak Securities
Tennessee
$490K -$292K -3,044 -37%
4WM
486
4J Wealth Management
Virginia
$487K +$86K +898 +21%
SFO
487
Stokes Family Office
Louisiana
$481K -$445K -4,645 -48%
Comerica Bank
488
Comerica Bank
Texas
$480K +$480K +4,869 New
SW
489
SVB Wealth
Massachusetts
$477K +$48.9K +511 +11%
BWAM
490
Boyd Watterson Asset Management
Ohio
$476K -$770K -8,043 -62%
B
491
Bellecapital
Switzerland
$475K – – –
MAM
492
Milestone Asset Management
Pennsylvania
$465K +$465K +4,701 New
BSB
493
Bangor Savings Bank
Maine
$464K -$272K -2,843 -37%
SWM
494
Selective Wealth Management
Virginia
$463K -$74.5K -751 -14%
TFS
495
Thoroughbred Financial Services
Tennessee
$462K -$20.8K -217 -4%
VRM
496
Vectors Research Management
New York
$458K -$31.6K -330 -6%
HC
497
HNP Capital
New York
$457K -$30.8K -322 -6%
CF
498
Clarity Financial
Texas
$453K -$19.7K -206 -4%
IP
499
Ignite Planners
California
$451K -$35.1K -354 -7%
PGFC
500
Peapack-Gladstone Financial Corp
New Jersey
$450K +$228K +2,386 +103%
18 19
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