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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 %
KFS
651
Kelly Financial Services
Massachusetts
$31.6K +$383 +4 +1%
APC
652
Aspire Private Capital
North Carolina
$30.4K -$28.9K -302 -49%
AFS
653
Annapolis Financial Services
Maryland
$29.6K – – –
TAM
654
Townsend Asset Management
North Carolina
$29.2K +$29.2K +305 New
AP
655
Atwood & Palmer
Missouri
$28.7K – – –
AF
656
Advisornet Financial
Minnesota
$28.3K – – –
JWM
657
Janiczek Wealth Management
Colorado
$28K -$2.49K -25 -8%
BAAM
658
Baker Avenue Asset Management
California
$25.3K +$25.3K +264 New
AWM
659
Accel Wealth Management
Iowa
$24.8K – – –
PIMG
660
Patriot Investment Management Group
Tennessee
$23.9K +$23.9K +241 New
MIM
661
Macroview Investment Management
Maryland
$21.9K +$191 +2 +0.9%
BCA
662
Bray Capital Advisors
Florida
$21.6K – – –
CM
663
Cornerstone Management
Georgia
$21.1K – – –
Bessemer Group
664
Bessemer Group
New Jersey
$21K -$510K -5,412 -96%
BCV
665
Banque Cantonale Vaudoise
Switzerland
$21K -$176K -1,807 -89%
AIC
666
Archer Investment Corporation
Indiana
$18.8K – – –
Jones Financial Companies
667
Jones Financial Companies
Missouri
$18K +$18K +191 New
RG
668
Retirement Group
California
$18K +$18K +191 New
TC
669
Trust Company
Kansas
$17K – – –
BWL
670
Bogart Wealth LLC
Virginia
$15.9K -$1.63K -17 -9%
TWA
671
TCI Wealth Advisors
Arizona
$15.8K +$11.1K +116 +237%
MAWCM
672
Mine & Arao Wealth Creation & Management
California
$14.9K – – –
CFO
673
CVA Family Office
Colorado
$14.8K +$14.8K +155 New
WWM
674
Wolff Wiese Magana
California
$13.7K -$182K -1,900 -93%
SGCA
675
Steel Grove Capital Advisors
Tennessee
$13.4K +$13.4K +140 New
25 26
27
28 29