IEF icon

iShares 7-10 Year Treasury Bond ETF

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
501
Sterling Investment Counsel
New York
$586K +$586K +5,910 New
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$581K -$119K -1,198 -17%
AFA
503
American Financial Advisors
Georgia
$581K +$1.78K +18 +0.3%
SAM
504
Security Asset Management
New York
$580K +$580K +5,850 New
BPA
505
Beacon Pointe Advisors
California
$577K +$345K +3,477 +148%
FCAM
506
First Citizens Asset Management
North Carolina
$571K +$41.6K +420 +8%
SFO
507
Stokes Family Office
Louisiana
$571K +$72.9K +735 +15%
CAM
508
Cresset Asset Management
Illinois
$568K -$17.5K -177 -3%
CWM
509
Campbell Wealth Management
Virginia
$568K -$578K -5,829 -50%
PWM
510
Prentice Wealth Management
New York
$561K +$561K +5,661 New
CPW
511
Catalyst Private Wealth
California
$556K -$24.8K -250 -4%
WCM
512
Wisconsin Capital Management
Wisconsin
$550K +$550K +5,550 New
Fiera Capital (Canada)
513
Fiera Capital (Canada)
Quebec, Canada
$550K +$19.9K +201 +4%
XS
514
XR Securities
Illinois
$547K +$125K +1,266 +30%
WQ
515
Wealth Quarterback
New Jersey
$544K -$52.9K -534 -9%
SAG
516
SageView Advisory Group
California
$543K -$8.82K -89 -2%
SC
517
Solstein Capital
California
$542K +$11.4K +115 +2%
HIM
518
Hanlon Investment Management
New Jersey
$537K +$147K +1,480 +38%
PFP
519
Pinnacle Financial Partners
Tennessee
$536K +$536K +5,403 New
VCWA
520
Vanguard Capital Wealth Advisors
Colorado
$528K +$101K +1,023 +24%
HNB
521
Huntington National Bank
Ohio
$527K -$496K
CWM
522
Chemistry Wealth Management
New York
$520K -$81.8K -825 -14%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$514K +$49K +496 +11%
NWM
524
Northwest Wealth Management
Iowa
$513K -$13.9K -140 -3%
4WM
525
4J Wealth Management
Virginia
$513K +$8.43K +85 +2%