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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 %
NG
626
NWK Group
California
$76K +$2.3K +24 +3%
CWM
627
Cranbrook Wealth Management
Michigan
$75.5K – – –
TAM
628
Tucker Asset Management
Colorado
$74.5K +$15.9K +165 +27%
GJIA
629
Glass Jacobson Investment Advisors
Maryland
$74K +$74K +772 New
DSC
630
Duncker Streett & Co
Missouri
$68.4K – – –
WB
631
Webster Bank
Connecticut
$66K +$12K +125 +22%
PWMG
632
Prestige Wealth Management Group
New Jersey
$65.6K -$16.8K -175 -20%
CT
633
Clearstead Trust
Maine
$61K +$25.3K +263 +71%
WWP
634
WR Wealth Planners
Missouri
$60.3K – – –
SCA
635
Stonebridge Capital Advisors
Minnesota
$57.9K +$38.2K +399 +195%
CAM
636
Caprin Asset Management
Virginia
$55.6K +$55.6K +581 New
BCMLT
637
Beacon Capital Management LLC (Tennessee)
Tennessee
$54K -$39.5K -413 -42%
CPG
638
Cornerstone Planning Group
New Jersey
$50.7K +$50.7K +508 New
CSWM
639
Cassady Schiller Wealth Management
Ohio
$48.4K +$48.4K +505 New
LFG
640
Larson Financial Group
Missouri
$45K +$28.3K +295 +169%
BC
641
Barrett & Company
Rhode Island
$44.1K – – –
IFA
642
Interactive Financial Advisors
Illinois
$41.8K – – –
NFSG
643
Newbridge Financial Services Group
Florida
$40.6K +$1.34K +14 +3%
WOSD
644
WFA of San Diego
California
$39.8K +$39.8K +416 New
PB
645
Pinnacle Bancorp
Nebraska
$39K – – –
RFA
646
Resurgent Financial Advisors
Georgia
$37K +$37K +386 New
RP
647
Rice Partnership
Hawaii
$35.4K – – –
CSPAM
648
Cary Street Partners Asset Management
Virginia
$32.9K +$32.9K +344 New
AAP
649
Arax Advisory Partners
Colorado
$32.4K -$16.4K -171 -34%
CT
650
Colonial Trust
South Carolina
$31.7K +$31.7K +331 New
24 25
26
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