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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 %
V
501
VeraBank
Texas
$271K -$197K -1,616 -42%
KA
502
Kovack Advisors
Florida
$270K -$16.2K -133 -6%
DWM
503
Dakota Wealth Management
Florida
$268K – – –
CCMG
504
Clark Capital Management Group
Pennsylvania
$265K -$408M -3,358,166 -100%
TNBTD
505
Trustmark National Bank Trust Department
Mississippi
$264K – – –
LWA
506
Lineweaver Wealth Advisors
Ohio
$264K +$44K +362 +20%
AAM
507
AMI Asset Management
California
$263K +$263K +2,163 New
VWM
508
Venturi Wealth Management
Texas
$259K +$259K +2,122 New
MYIA
509
Mount Yale Investment Advisors
Colorado
$259K +$259K +2,124 New
FIM
510
Fernwood Investment Management
Massachusetts
$257K – – –
SLG
511
Stanley-Laman Group
Pennsylvania
$257K +$257K +2,108 New
BS
512
Boenning & Scattergood
Pennsylvania
$255K -$49.5K -407 -16%
LA
513
LVW Advisors
New York
$255K +$18.8K +154 +8%
HR
514
Hayden Royal
North Carolina
$248K +$248K +2,042 New
CWM
515
Chicago Wealth Management
Illinois
$244K -$5.07M -41,638 -95%
ML
516
McAdam LLC
Pennsylvania
$244K -$39.9K -328 -14%
C
517
Certuity
Florida
$244K +$610 +5 +0.3%
ACG
518
Allen Capital Group
Nebraska
$243K +$243K +2,000 New
ATC
519
Argent Trust Co
Tennessee
$242K -$66.5K -546 -22%
SAS
520
Sage Advisory Services
Texas
$241K +$14.7K +121 +7%
DSN
521
D. Scott Neal
Kentucky
$240K -$2.44K -20 -1%
TPW
522
Tiller Private Wealth
Pennsylvania
$239K – – –
IFO
523
Independent Family Office
New York
$239K – – –
DWM
524
Darwin Wealth Management
Florida
$238K -$167K -1,372 -41%
Bessemer Group
525
Bessemer Group
New Jersey
$238K – – –
19 20
21
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