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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

631 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 263 increasing their positions, 190 reducing their positions, and 71 closing their positions.

Holders
631
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.97%
Holding in Top 10
97
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.04%
% of All Funds
1.99%
New
100
Increased
263
Reduced
190
Closed
71
Calls
$361M
Puts
$1.66B
Net Calls
-$1.3B
Net Calls Change
-$670M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$716M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.5B
5
Bank of America
5
Bank of America
North Carolina
$648M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
CL
3
Cabana LLC
Arkansas
$233K
4
FIA
4
Foundations Investment Advisors
Arizona
$10.4M
5
SWM
5
SVA Wealth Management
Wisconsin
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$1K 11 – –
IRC
627
Investors Research Corp
Georgia
$1K 5 – –
BWL
628
Bogart Wealth LLC
Virginia
$1K 12 – –
BAMG
629
Brand Asset Management Group
Missouri
$1K 9 +9 New
WIM
630
Westside Investment Management
California
$296 2,434 +100 +4%
QFA
631
Quattro Financial Advisors
Texas
– – -402,464 Closed
PWAG
632
Polaris Wealth Advisory Group
California
– – -388,361 Closed
TWM
633
Tanglewood Wealth Management
Texas
– – -258,701 Closed
MSWM
634
Mader & Shannon Wealth Management
Missouri
– – -155,877 Closed
PC
635
Peavine Capital
Nevada
– – -151,012 Closed
FSA
636
Financial Sense Advisors
California
– – -123,229 Closed
CC
637
Cedar Capital
Illinois
– – -47,438 Closed
OMC
638
Old Mission Capital
Illinois
– – -33,000 Closed
HWA
639
HCR Wealth Advisors
California
– – -24,420 Closed
CL
640
CSS LLC
Illinois
– – -22,500 Closed
CIC
641
Carnegie Investment Counsel
Ohio
– – -20,635 Closed
CWP
642
Capital Wealth Planning
Florida
– – -19,809 Closed
BAC
643
Boys Arnold & Co
North Carolina
– – -19,275 Closed
Nomura Asset Management
644
Nomura Asset Management
Japan
– – -14,365 Closed
QAM
645
Q3 Asset Management
Michigan
– – -14,306 Closed
HT
646
HAP Trading
New York
– – -12,874 Closed
WCM
647
Wisconsin Capital Management
Wisconsin
– – -12,853 Closed
DWM
648
Destination Wealth Management
California
– – -12,346 Closed
RAM
649
Riggs Asset Management
Pennsylvania
– – -11,161 Closed
KC
650
Kingfisher Capital
North Carolina
– – -10,179 Closed
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