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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 %
TSS
501
Two Sigma Securities
New York
$721K -$768K -7,951 -52%
ANB
502
Amarillo National Bank
Texas
$716K +$6.57K +68 +0.9%
CFG
503
Carr Financial Group
Massachusetts
$716K -$69.6K -720 -9%
TC
504
Taika Capital
Florida
$715K +$715K +7,400 New
YWM
505
Yoder Wealth Management
California
$713K -$531K -5,500 -43%
CWM
506
Certus Wealth Management
California
$701K +$701K +7,255 New
RBFC
507
Roman Butler Fullerton & Co
Missouri
$700K +$45.6K +469 +7%
FW
508
FirstPurpose Wealth
Utah
$699K +$290 +3 +0%
LMKC
509
L.M. Kohn & Company
Ohio
$691K -$678K -7,022 -50%
CW
510
Channel Wealth
California
$690K -$767K -7,936 -53%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$684K -$99.2K -1,027 -13%
Franklin Resources
512
Franklin Resources
California
$683K -$8.69K -90 -1%
AG
513
Ascent Group
Virginia
$675K -$4.63M -48,606 -87%
RG
514
Retirement Group
California
$673K +$605K +6,262 +883%
OLVIG
515
Oliver Lagore Vanvalin Investment Group
Michigan
$673K -$17.6M -181,695 -96%
CA
516
Cambridge Advisors
Nebraska
$664K – – –
CM
517
Columbus Macro
Pennsylvania
$659K -$349K -3,609 -35%
EA
518
Eudaimonia Advisors
Tennessee
$649K +$649K +6,722 New
CF
519
Centaurus Financial
California
$642K +$642K +6,643 New
CSIA
520
Charles Schwab Investment Advisory
California
$615K -$276K -2,855 -31%
AWM
521
Avaii Wealth Management
Wisconsin
$613K +$613K +6,350 New
BCV
522
Banque Cantonale Vaudoise
Switzerland
$609K +$407K +4,212 +202%
KIA
523
KLR Investment Advisors
Rhode Island
$608K -$2.91M -30,150 -83%
Barclays
524
Barclays
United Kingdom
$601K -$16.9M -175,099 -97%
AI
525
Arrien Investments
Idaho
$593K +$593K +6,139 New
19 20
21
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