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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
UBS Group
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
BlackRock
New York
$547M
3
Fisher Asset Management
Fisher Asset Management
Washington
$820M
4
JHU
Johns Hopkins University
Maryland
$28.4M
5
RBA
Richard Bernstein Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
651
Banque Cantonale Vaudoise
Switzerland
$207K +$186K +1,872 +871%
AA
652
Argent Advisors
Louisiana
$205K -$158K -1,593 -44%
NWMG
653
National Wealth Management Group
Ohio
$205K +$205K +2,058 New
MW
654
Marcum Wealth
Ohio
$204K +$204K +2,061 New
HGERS
655
Householder Group Estate & Retirement Specialist
Arizona
$202K +$202K +2,033 New
PF
656
Parker Financial
Washington
$200K +$200K +2,019 New
SIC
657
Salem Investment Counselors
North Carolina
$199K – – –
TIM
658
Tortoise Investment Management
New York
$195K +$190K +1,913 +3,242%
HI
659
Horizon Investments
North Carolina
$195K +$195K +1,971 New
MFC
660
Mechanics Financial Corp
Ohio
$189K – – –
FCA
661
FinTrust Capital Advisors
South Carolina
$189K – – –
CFD
662
Creative Financial Designs
Indiana
$182K -$116K -1,170 -39%
PTC
663
Private Trust Company
Ohio
$178K +$28.5K +288 +19%
AF
664
Allworth Financial
California
$165K +$82.3K +830 +100%
AWM
665
Avior Wealth Management
Nebraska
$165K -$793 -8 -0.5%
CA
666
Centerpoint Advisors
Massachusetts
$161K +$161K +1,622 New
GWANC
667
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K +$158K +1,595 New
SIA
668
SkyView Investment Advisors
New Jersey
$149K -$844K -8,500 -85%
CPA
669
Cardiff Park Advisors
California
$147K – – –
GFWA
670
Grey Fox Wealth Advisors
Delaware
$143K – – –
CT
671
Colonial Trust
South Carolina
$134K +$102K +1,025 +310%
BA
672
Bellwether Advisors
Nebraska
$119K -$22.8K -230 -16%
TRCT
673
Tower Research Capital (TRC)
New York
$113K -$190K -1,925 -63%
EK
674
Evensky & Katz
Florida
$107K +$107K +1,078 New
First Manhattan
675
First Manhattan
New York
$99.1K -$60.7K -612 -38%
25 26
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