IEF icon

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 %
AA
526
Argent Advisors
Louisiana
$351K -$73.8K -771 -17%
KC
527
Kinloch Capital
Virginia
$350K – – –
RB
528
Renasant Bank
Mississippi
$350K – – –
OIA
529
Optimum Investment Advisors
Illinois
$350K – – –
PIA
530
Perennial Investment Advisors
California
$349K +$349K +3,648 New
CFB
531
Cullen/Frost Bankers
Texas
$347K -$216K -2,251 -38%
LCM
532
Logan Capital Management
Pennsylvania
$347K +$347K +3,619 New
NCM
533
Northland Capital Management
Minnesota
$345K +$345K +3,600 New
FWM
534
Focused Wealth Management
New York
$345K +$345K +3,599 New
JIP
535
Jaffetilchin Investment Partners
Florida
$344K -$108K -1,123 -24%
RI
536
Ridgewood Investments
New Jersey
$342K -$28.5K -298 -8%
BIA
537
Bigelow Investment Advisors
Maine
$339K -$229K -2,393 -40%
IFWM
538
Institute for Wealth Management
Colorado
$337K +$337K +3,523 New
SWM
539
Silverlake Wealth Management
Vermont
$336K -$412K -4,304 -55%
MWM
540
Modera Wealth Management
New Jersey
$335K -$46.9K -490 -12%
ETIA
541
Epic Trust Investment Advisors
Washington
$320K -$33.2K -347 -9%
CW
542
CreativeOne Wealth
Kansas
$320K -$16.4K -171 -5%
SWP
543
Strategic Wealth Partners
Ohio
$317K +$8.33K +87 +3%
WAL
544
W Advisors LLC
Tennessee
$312K -$7.38K -77 -2%
JC
545
JB Capital
Connecticut
$312K – – –
TFCP
546
Twin Focus Capital Partners
Massachusetts
$309K -$581K -6,069 -65%
SFG
547
Summit Financial Group
West Virginia
$308K -$20.1K -210 -6%
JMFC
548
J.M. Forbes & Co
Massachusetts
$307K -$288 -3 -0.1%
JCM
549
Jacobi Capital Management
Pennsylvania
$306K -$7.29M -76,109 -96%
DBT
550
Dubuque Bank & Trust
Iowa
$304K – – –
20 21
22
23 24