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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

607 hedge funds and large institutions have $15.1B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 217 increasing their positions, 200 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+41
Holders Change %
+7.24%
% of All Funds
13.41%
Holding in Top 10
96
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+45.45%
% of All Funds
2.12%
New
129
Increased
217
Reduced
200
Closed
74
Calls
$367M
Puts
$994M
Net Calls
-$627M
Net Calls Change
+$2.53B

Top Buyers

1
Charles Schwab
Charles Schwab
California
$230M
2
Truist Financial
Truist Financial
North Carolina
$242M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.19B
4
WCM
Windham Capital Management
Massachusetts
$176M
5
CL
Cabana LLC
Arkansas
$138M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.91B
2
SCM
SCS Capital Management
Massachusetts
$4.66M
3
Morgan Stanley
Morgan Stanley
New York
$436M
4
Bank of America
Bank of America
North Carolina
$492M
5
Goldman Sachs
Goldman Sachs
New York
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
576
Vectors Research Management
New York
$9K – – –
WT
577
Washington Trust
Rhode Island
$9K +$9K +72 New
PB
578
Pinnacle Bancorp
Nebraska
$8K +$8K +63 New
PMFA
579
Plante Moran Financial Advisors
Michigan
$8K +$8K +69 New
FHA
580
First Horizon Advisors
Tennessee
$7K -$556 -5 -7%
IF
581
Ironwood Financial
Arizona
$7K +$7K +57 New
EWP
582
Engrave Wealth Partners
Texas
$6K – – –
AIC
583
Archer Investment Corporation
Indiana
$6K – – –
POIA
584
Pin Oak Investment Advisors
Texas
$6K +$6K +49 New
AF
585
Allworth Financial
California
$5K -$13K -107 -72%
OC
586
Oakworth Capital
Alabama
$4K -$6.27K -47 -61%
BWA
587
BDO Wealth Advisors
Florida
$4K – – –
SL
588
Savior LLC
Massachusetts
$4K +$4K +30 New
PP
589
Pacifica Partners
Canada
$4K +$4K +31 New
AW
590
Avion Wealth
Texas
$4K +$4K +32 New
KFS
591
Kelly Financial Services
Massachusetts
$3.16K – – –
CA
592
Crewe Advisors
Utah
$3K – – –
BC
593
Bartlett & Co
Ohio
$3K +$3K +22 New
CFFP
594
Center for Financial Planning
Michigan
$3K +$3K +25 New
BCWM
595
Bartlett & Co Wealth Management
Ohio
$2.67K +$2.67K +22 New
LWM
596
Lenox Wealth Management
Ohio
$2K +$1.16K +11 +138%
PCA
597
Providence Capital Advisors
North Carolina
$2K +$2K +17 New
SWA
598
Stratos Wealth Advisors
Ohio
$2K +$2K +19 New
SW
599
SVB Wealth
Massachusetts
$1K -$323K -3,555 -100%
RP
600
Rice Partnership
Hawaii
$1K -$196K -978 -99%
22 23
24
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