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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 %
CWM
576
Centurion Wealth Management
Virginia
$238K +$238K +2,482 New
Wealthfront Advisers
577
Wealthfront Advisers
California
$236K +$236K +2,466 New
ACA
578
Aptus Capital Advisors
Alabama
$233K +$225K +2,345 +2,727%
VCA
579
Verdence Capital Advisors
Maryland
$232K – – –
SAS
580
Sage Advisory Services
Texas
$226K -$481K -5,022 -68%
BBNA
581
Bremer Bank National Association
Minnesota
$225K – – –
BPA
582
Beacon Pointe Advisors
California
$225K +$225K +2,346 New
BB
583
Busey Bank
Illinois
$223K – – –
ECM
584
Exchange Capital Management
Michigan
$222K +$222K +2,317 New
EH
585
Equitable Holdings
New York
$220K -$63K -658 -22%
SGK
586
Steigerwald Gordon & Koch
Virginia
$218K +$218K +2,278 New
RFN
587
RDA Financial Network
Iowa
$216K -$92.4K -965 -30%
PG
588
Patten Group
Tennessee
$216K -$29.2K -305 -12%
PAM
589
Palisade Asset Management
Minnesota
$216K – – –
PEA
590
Park Edge Advisors
Ohio
$216K +$216K +2,250 New
D
591
Dentgroup
Louisiana
$215K -$217K -2,265 -50%
FHC
592
First Heartland Consultants
Missouri
$214K +$5.08K +53 +2%
PA
593
Parallel Advisors
California
$211K -$23.1K -241 -10%
DWM
594
Drive Wealth Management
Utah
$211K -$10.1K -105 -5%
PWMAG
595
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$209K +2,183 New
BHWM
596
Bar Harbor Wealth Management
New Hampshire
$208K -$192K -2,000 -48%
GA
597
Greytown Advisors
Florida
$201K +$201K +2,100 New
SIC
598
Salem Investment Counselors
North Carolina
$192K – – –
FCA
599
FinTrust Capital Advisors
South Carolina
$189K +$12.1K +126 +7%
MFC
600
Mechanics Financial Corp
Ohio
$183K – – –
22 23
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