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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

712 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+14
Holders Change %
+2.01%
% of All Funds
12.31%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.44%
New
111
Increased
289
Reduced
224
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.02B
2
RJA
Raymond James & Associates
Florida
+$229M
3
BlackRock
BlackRock
New York
+$182M
4
UBS Group
UBS Group
Switzerland
+$134M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$132M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$251M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$105M
3
Goldman Sachs
Goldman Sachs
New York
-$92.3M
4
WCM
Wealthcare Capital Management
Virginia
-$72.1M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
501
Pacific Financial Group
Washington
$363K -$43.8K -457 -11%
TRCT
502
Tower Research Capital (TRC)
New York
$362K +$362K +3,774 New
WI
503
Wintrust Investments
Illinois
$360K -$155K -1,619 -30%
BCA
504
Bay Colony Advisors
Massachusetts
$356K -$9.7K -101 -3%
ETIA
505
Epic Trust Investment Advisors
Washington
$354K +$144K +1,505 +69%
SAM
506
Stringer Asset Management
Tennessee
$351K +$351K +5,572 New
KC
507
Kinloch Capital
Virginia
$350K -$12.3K -128 -3%
RB
508
Renasant Bank
Mississippi
$350K -$6.62K -69 -2%
OIA
509
Optimum Investment Advisors
Illinois
$350K – – –
TWP
510
Tempus Wealth Planning
California
$348K +$348K +3,628 New
CW
511
CreativeOne Wealth
Kansas
$337K -$238K -2,484 -41%
CYG
512
Clean Yield Group
Vermont
$336K +$336K +3,500 New
FCBT
513
First Citizens Bank & Trust
North Carolina
$334K -$180K -1,873 -35%
SFG
514
Summit Financial Group
West Virginia
$329K -$349K -3,629 -51%
BA
515
Bellwether Advisors
Nebraska
$328K – – –
SF
516
Summit Financial
New Jersey
$327K +$327K +3,404 New
SWP
517
Summit Wealth Partners
Florida
$326K +$9.98K +104 +3%
AFS
518
Access Financial Services
Minnesota
$325K +$54.3K +565 +20%
PAMG
519
Patton Albertson Miller Group
Tennessee
$324K -$202K -2,103 -38%
WAL
520
W Advisors LLC
Tennessee
$321K +$47.3K +492 +17%
MWM
521
Maripau Wealth Management
Indiana
$321K +$321K +3,395 New
IA
522
IFG Advisory
Georgia
$318K +$13K +135 +4%
CLG
523
Cooperman Leon G
$312K – – –
SWP
524
Strategic Wealth Partners
Ohio
$310K +$83.7K +872 +37%
RFN
525
RDA Financial Network
Iowa
$309K +$309K +3,223 New
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