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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 %
TC
601
Truvestments Capital
Florida
$166K -$7.85K -82 -5%
AWM
602
Avior Wealth Management
Nebraska
$160K -$104K -1,089 -39%
First Manhattan
603
First Manhattan
New York
$154K – – –
PTC
604
Private Trust Company
Ohio
$144K -$85.4K -894 -37%
CPA
605
Cardiff Park Advisors
California
$142K – – –
JAWM
606
J. Arnold Wealth Management
Ohio
$140K +$140K +1,465 New
GFWA
607
Grey Fox Wealth Advisors
Delaware
$138K +$138K +1,446 New
BA
608
Bellwether Advisors
Nebraska
$137K -$191K -1,991 -58%
FGAM
609
Financial Gravity Asset Management
Texas
$136K -$3.13M -2,208 -96%
EWA
610
EverSource Wealth Advisors
Alabama
$127K -$110K -1,152 -46%
OHWP
611
Oak Harbor Wealth Partners
North Carolina
$126K +$71.6K +748 +133%
CYG
612
Clean Yield Group
Vermont
$115K -$220K -2,300 -66%
RBC
613
Roble Belko & Company
Pennsylvania
$112K +$112K +1,169 New
EE
614
EWG Elevate
California
$109K +$109K +1,133 New
OAJ
615
Ogorek Anthony Joseph
New York
$106K +$106K +1,108 New
AWM
616
Accurate Wealth Management
Florida
$103K +$103K +1,054 New
FWP
617
FAS Wealth Partners
Kansas
$103K -$2.01K -21 -2%
FHA
618
First Horizon Advisors
Tennessee
$102K +$85.9K +896 +533%
RIA
619
Realta Investment Advisors
Delaware
$99.3K -$4.79K -50 -5%
MHR
620
Matthew Hamilton Rosenberg
$95.8K -$103K -1,079 -52%
OWA
621
One Wealth Advisors
California
$83.2K +$83.2K +869 New
AF
622
Allworth Financial
California
$79.6K -$46.9K -490 -37%
NC
623
NinePointTwo Capital
California
$79K – – –
LFA
624
LGT Financial Advisors
Texas
$76.2K +$76.2K +795 New
SWA
625
SOA Wealth Advisors
New York
$76K +$575 +6 +0.8%
23 24
25
26 27