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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

519 hedge funds and large institutions have $14.1B invested in iShares 7-10 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 211 increasing their positions, 169 reducing their positions, and 57 closing their positions.

Holders
519
Holders Change
+20
Holders Change %
+4.01%
% of All Funds
11.4%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.49%
New
82
Increased
211
Reduced
169
Closed
57
Calls
$227M
Puts
$4.85B
Net Calls
-$4.63B
Net Calls Change
-$2.29B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.01B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.51B
3
Victory Capital Management
3
Victory Capital Management
Texas
$190M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$138M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$92.2M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$485K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$205M
4
USAA
4
United Services Automobile Association
Texas
$90.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$521M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
551
Destination Wealth Management
California
– – -1,342 Closed
AWM
552
Apollon Wealth Management
South Carolina
– – -1,184 Closed
CWA
553
Clarus Wealth Advisors
Arizona
– – -1,112 Closed
PCM
554
Penserra Capital Management
California
– – -764 Closed
PCG
555
Private Capital Group
Connecticut
– – -601 Closed
AC
556
Avestar Capital
New York
– – -550 Closed
SQA
557
Simon Quick Advisors
New Jersey
– – -339 Closed
CB
558
CNB Bank
Pennsylvania
– – -300 Closed
BBA
559
Braun-Bostich & Associates
Pennsylvania
– – -298 Closed
HCM
560
HMS Capital Management
Tennessee
– – -284 Closed
SFG
561
SevenBridge Financial Group
Pennsylvania
– – -213 Closed
BHWM
562
Bay Harbor Wealth Management
Maryland
– – -193 Closed
TCOV
563
Trust Company of Vermont
Vermont
– – -162 Closed
VCM
564
Vigilant Capital Management
Maine
– – -150 Closed
SAM
565
Shamrock Asset Management
Texas
– – -138 Closed
TF
566
TimeScale Financial
Massachusetts
– – -118 Closed
VFA
567
Valeo Financial Advisors
Indiana
– – -104 Closed
HPC
568
HM Payson & Co
Maine
– – -87 Closed
JFA
569
JNBA Financial Advisors
Minnesota
– – -72 Closed
RIA
570
RPG Investment Advisory
California
– – -51 Closed
CAL
571
Capital Advisors Ltd
Ohio
– – -33 Closed
NC
572
NewSquare Capital
Pennsylvania
– – -30 Closed
BC
573
Bartlett & Co
Ohio
– – -23 Closed
BCWM
574
Bartlett & Co Wealth Management
Ohio
– – -23 Closed
EWM
575
Executive Wealth Management
Michigan
– – -20 Closed
20 21 22
23
24