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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 %
SF
551
Summit Financial
New Jersey
$302K -$24.3K -254 -7%
FLA
552
Financial Life Advisors
Texas
$299K +$299K +3,126 New
TRCT
553
Tower Research Capital (TRC)
New York
$294K -$67.4K -704 -19%
EB
554
Eastern Bank
Massachusetts
$293K -$2.87K -30 -1%
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$293K +$293K +3,039 New
CFD
556
Creative Financial Designs
Indiana
$288K +$197K +2,054 +217%
PA
557
Pinnacle Associates
New York
$285K +$24.9K +260 +10%
DZ Bank
558
DZ Bank
Germany
$282K -$23.4K -245 -8%
TA
559
TFG Advisers
Michigan
$279K -$18.8K -196 -6%
BS
560
Boenning & Scattergood
Pennsylvania
$278K +$13.2K +123 +5%
CGA
561
Crescent Grove Advisors
Illinois
$272K -$292K -3,053 -52%
PAM
562
Peak Asset Management
Colorado
$266K – – –
SCA
563
Sage Capital Advisors
South Dakota
$266K +$266K +2,774 New
FWP
564
Firethorn Wealth Partners
Georgia
$264K -$321K -3,347 -55%
NAMM
565
NorthStar Asset Management (Massachusetts)
Massachusetts
$256K – – –
PA
566
Prism Advisors
California
$256K -$4.02K -42 -2%
TSS
567
Two Sigma Securities
New York
$252K +$252K +2,630 New
CL
568
CSS LLC
Illinois
$249K – – –
KDA
569
Kraft Davis & Associates
Missouri
$246K +$246K +2,540 New
WAM
570
Walker Asset Management
Missouri
$245K – – –
VA
571
Valmark Advisers
Ohio
$241K – – –
Cerity Partners
572
Cerity Partners
New York
$239K +$239K +2,499 New
GM
573
GeoWealth Management
Illinois
$239K -$14.8K -154 -6%
FCM
574
Firestone Capital Management
Florida
$238K +$238K +2,487 New
BSW
575
Buckingham Strategic Wealth
Missouri
$238K -$63.5K -663 -21%
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