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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 %
CAG
501
Csenge Advisory Group
Florida
$446K -$2.24M -23,394 -83%
WI
502
Wintrust Investments
Illinois
$441K +$81.7K +854 +23%
HTC
503
Haverford Trust Company
Pennsylvania
$431K -$99.5K -1,039 -19%
FCBT
504
First Citizens Bank & Trust
North Carolina
$431K +$98.2K +1,026 +30%
PPC
505
Park Place Capital
Alabama
$425K +$425K +4,440 New
FA
506
Flagstar Advisors
New York
$413K +$45.5K +475 +12%
VCWA
507
Vanguard Capital Wealth Advisors
Colorado
$412K -$39K -407 -9%
BA
508
BCM Advisors
Louisiana
$410K -$541K -5,410 -57%
DI
509
Diligent Investors
California
$409K -$383 -4 -0.1%
XS
510
XR Securities
Illinois
$407K +$407K +4,254 New
FANJ
511
Financial Architects (New Jersey)
New Jersey
$400K -$719K -7,505 -64%
WP
512
WealthShield Partners
North Carolina
$400K -$1.52M -15,845 -79%
AI
513
AXS Investments
New York
$398K – – –
BA
514
Ballast Advisors
Minnesota
$393K -$26.1K -273 -6%
SI
515
SimpliFi Inc
California
$385K -$27.3K -285 -7%
BBL
516
Beck Bode LLC
Massachusetts
$382K +$382K +3,993 New
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$377K -$154K -1,605 -29%
HIM
518
Hanlon Investment Management
New Jersey
$377K -$246K -2,565 -39%
PWP
519
Phillips Wealth Planners
Mississippi
$371K +$371K +3,821 New
MWM
520
Maripau Wealth Management
Indiana
$365K +$26.2K +262 +8%
HI
521
Harbour Investments
Wisconsin
$357K -$14.1K -147 -4%
GLA
522
Good Life Advisors
Pennsylvania
$355K -$192K -2,000 -35%
CAM
523
Cresset Asset Management
Illinois
$355K +$34K +566 +11%
JWCA
524
J.W. Cole Advisors
Florida
$354K -$276K -2,884 -44%
PFG
525
Pacific Financial Group
Washington
$352K -$10.1K -105 -3%
19 20
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