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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

698 hedge funds and large institutions have $16B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 214 increasing their positions, 279 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
11.8%
Holding in Top 10
78
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.81%
% of All Funds
1.32%
New
118
Increased
214
Reduced
279
Closed
97
Calls
$982M
Puts
$380M
Net Calls
+$602M
Net Calls Change
+$153M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.97B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.35B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.18B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$376M
5
JHU
Johns Hopkins University
Maryland
$158M

Top Sellers

1
BlackRock
BlackRock
New York
$447M
2
Bank of America
Bank of America
North Carolina
$616M
3
Citadel Advisors
Citadel Advisors
Florida
$71.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$121M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
551
Insight Wealth Strategies
California
$228K -$49K -479 -18%
SCM
552
Stordahl Capital Management
Colorado
$225K -$1.02K -10 -0.5%
ETIA
553
Epic Trust Investment Advisors
Washington
$224K -$628K -6,129 -74%
SFO
554
Stokes Family Office
Louisiana
$220K -$743K -7,257 -77%
CAG
555
Csenge Advisory Group
Florida
$218K -$1.61M -15,798 -88%
CA
556
Calton & Associates
Florida
$217K +$217K +2,122 New
AIFAIM
557
American Institute for Advanced Investment Management
Arizona
$216K -$178K -1,735 -45%
SPIA
558
Steward Partners Investment Advisory
New York
$213K -$190K -1,849 -47%
DJSG
559
D.J. St. Germain
Massachusetts
$212K – – –
WS
560
Wedbush Securities
California
$212K +$212K +2,071 New
WCG
561
Weaver Consulting Group
California
$211K -$3.06K -30 -1%
WWM
562
Wolff Wiese Magana
California
$209K -$28K -273 -12%
FCA
563
FLC Capital Advisors
California
$209K – – –
IFWM
564
Institute for Wealth Management
Colorado
$206K -$19.4K -190 -9%
NW
565
NewEdge Wealth
Pennsylvania
$206K – – –
FCA
566
FinTrust Capital Advisors
South Carolina
$204K +$168K +1,616 +473%
MAM
567
MMA Asset Management
Pennsylvania
$203K +$204 +2 +0.1%
FWP
568
FAS Wealth Partners
Kansas
$202K -$354K -3,464 -64%
OCM
569
Ovata Capital Management
Hong Kong
$202K +$202K +1,973 New
Bessemer Group
570
Bessemer Group
New Jersey
$199K -$111K -1,090 -36%
MFC
571
Mechanics Financial Corp
Ohio
$195K – – –
TC
572
Truvestments Capital
Florida
$190K -$67.1K -658 -26%
LWP
573
Lumature Wealth Partners
Georgia
$165K -$1.62M -15,800 -91%
First Manhattan
574
First Manhattan
New York
$164K – – –
NG
575
NWK Group
California
$162K -$3.59K -35 -2%
21 22
23
24 25