IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

712 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+14
Holders Change %
+2.01%
% of All Funds
12.31%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.44%
New
111
Increased
289
Reduced
224
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.8B
2
RJA
Raymond James & Associates
Florida
$247M
3
BlackRock
BlackRock
New York
$601M
4
UBS Group
UBS Group
Switzerland
$265M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$485M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$945M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$184M
3
Goldman Sachs
Goldman Sachs
New York
$65.6M
4
WCM
Wealthcare Capital Management
Virginia
$259M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
551
GeoWealth Management
Illinois
$252K -$162K -1,697 -39%
SIM
552
Sadoff Investment Management
Wisconsin
$251K – – –
CL
553
CSS LLC
Illinois
$250K – – –
SPIA
554
Steward Partners Investment Advisory
New York
$246K +$46.3K +482 +23%
WAM
555
Walker Asset Management
Missouri
$245K – – –
PG
556
Patten Group
Tennessee
$244K – – –
VA
557
Valmark Advisers
Ohio
$242K -$1.25K -13 -0.5%
FFA
558
Fragasso Financial Advisors
Pennsylvania
$240K -$96.5K -1,007 -29%
EW
559
Evoke Wealth
California
$240K +$240K +2,505 New
EWA
560
EverSource Wealth Advisors
Alabama
$239K -$31.8K -330 -12%
CCA
561
Cobblestone Capital Advisors
New York
$237K -$104K -1,085 -31%
BS
562
Boenning & Scattergood
Pennsylvania
$237K -$6.73K -70 -3%
DWM
563
Destination Wealth Management
California
$237K – – –
BWFA
564
Baltimore-Washington Financial Advisors
Maryland
$237K +$237K +247 New
QC
565
QCM Cayman
Texas
$237K +$237K +2,473 New
PA
566
Parallel Advisors
California
$235K +$7.97K +83 +4%
VCA
567
Verdence Capital Advisors
Maryland
$233K – – –
PTC
568
Private Trust Company
Ohio
$230K +$127K +1,322 +123%
IWS
569
Insight Wealth Strategies
California
$228K – – –
BBNA
570
Bremer Bank National Association
Minnesota
$226K – – –
WWM
571
Western Wealth Management
Colorado
$225K -$10K -104 -4%
BB
572
Busey Bank
Illinois
$224K +$576 +6 +0.3%
RW
573
Rede Wealth
Virginia
$223K -$181K -1,889 -45%
SCM
574
Stordahl Capital Management
Colorado
$223K +$11.8K +123 +6%
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$222K +$222K +2,317 New
21 22
23
24 25