IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$537M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$303M
3
Ameriprise
Ameriprise
Minnesota
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$122M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$991M
2
AssetMark Inc
AssetMark Inc
California
-$388M
3
Charles Schwab
Charles Schwab
California
-$367M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$307M
5
OPAM
Ocean Park Asset Management
California
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
476
Pacifica Partners
Canada
$861K -$59.3K -621 -6%
SCA
477
Snowden Capital Advisors
New York
$860K +$14.9K +154 +2%
HFA
478
High Falls Advisors
New York
$859K -$584K -6,044 -40%
HIM
479
Hanlon Investment Management
New Jersey
$856K +$332K +3,442 +64%
OHWP
480
Oak Harbor Wealth Partners
North Carolina
$852K +$7.92K +82 +0.9%
VC
481
Vicus Capital
Pennsylvania
$852K +$7.54K +78 +0.9%
BOM
482
Bank of Marin
California
$851K +$234K +2,421 +38%
CF
483
Clarity Financial
Texas
$850K +$850K +8,794 New
CB
484
Community Bank
New York
$846K +$483 +5 +0.1%
IGWM
485
ICA Group Wealth Management
Colorado
$833K +$460K +4,767 +123%
CIM
486
Cambria Investment Management
California
$815K – – –
Vontobel Holding
487
Vontobel Holding
Switzerland
$803K – – –
RFC
488
Regions Financial Corp
Alabama
$799K -$95.4K -988 -11%
AI
489
AXS Investments
New York
$796K +$395K +4,089 +98%
SRG
490
SBB Research Group
Illinois
$789K +$164K +1,702 +26%
TRCT
491
Tower Research Capital (TRC)
New York
$786K +$675K +6,992 +611%
RCG
492
Regatta Capital Group
California
$781K -$6.59M -68,269 -89%
HWA
493
HCR Wealth Advisors
California
$780K -$53.1K -550 -6%
LWM
494
Lyell Wealth Management
California
$778K -$53.1K -550 -6%
SC
495
Solstein Capital
California
$759K +$231K +2,390 +44%
CWA
496
Capital Wealth Alliance
Arizona
$738K +$342K +3,538 +86%
FA
497
FDx Advisors
Illinois
$735K -$127K -1,310 -15%
WF
498
Warner Financial
Maryland
$727K +$321K +3,327 +79%
NL
499
NKCFO LLC
Illinois
$725K – – –
WSTAM
500
Wilbanks Smith & Thomas Asset Management
Virginia
$725K +$158K +1,640 +28%
18 19
20
21 22