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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

698 hedge funds and large institutions have $16B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 214 increasing their positions, 279 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
11.8%
Holding in Top 10
78
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.81%
% of All Funds
1.32%
New
118
Increased
214
Reduced
279
Closed
97
Calls
$982M
Puts
$380M
Net Calls
+$602M
Net Calls Change
+$153M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.97B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.35B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.18B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$376M
5
JHU
Johns Hopkins University
Maryland
$158M

Top Sellers

1
BlackRock
BlackRock
New York
$447M
2
Bank of America
Bank of America
North Carolina
$616M
3
Citadel Advisors
Citadel Advisors
Florida
$71.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$121M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
676
Allworth Financial
California
$5K +$5K +53 New
TFGT
677
TS Financial Group (TSFG)
Illinois
$4K -$2.86K -30 -42%
GLLW
678
Graves Light Lenhart Wealth
Virginia
$4K – – –
TSWM
679
Tyler-Stone Wealth Management
Ohio
$4K – – –
VVP
680
Venture Visionary Partners
Ohio
$3.07K +$3.07K +30 New
GWMIA
681
Global Wealth Management Investment Advisory
Florida
$3K -$7.36K -81 -71%
BWM
682
BerganKDV Wealth Management
Minnesota
$3K – – –
NC
683
NewSquare Capital
Pennsylvania
$3K – – –
AW
684
Avion Wealth
Texas
$3K – – –
S
685
SignatureFD
Georgia
$3K +$414 +4 +16%
DAC
686
Dividend Assets Capital
South Carolina
$3K +$3K +200 New
IFO
687
Independent Family Office
New York
$2.1K +$825 +8,062 +65%
LS
688
Leelyn Smith
Illinois
$2K – – –
GI
689
Gradient Investments
Minnesota
$2K +$1.22K +11 +157%
AW
690
ACG Wealth
Georgia
$2K +$2K +18 New
FCAS
691
First Command Advisory Services
Texas
$1K – – –
PO
692
Private Ocean
California
$1K – – –
COCM
693
Charter Oak Capital Management
New Hampshire
$1K – – –
GC
694
Gould Capital
Washington
$1K +$1K +8 New
TCWM
695
Total Clarity Wealth Management
Illinois
$1K +$1K +9 New
RA
696
Rise Advisors
New York
$1K +$1K +14 New
BRWM
697
B. Riley Wealth Management
Tennessee
$528 +$170 +1,665 +48%
WIM
698
Westside Investment Management
California
$438 – +1 +0%
CCFM
699
Clear Creek Financial Management
Washington
– -$26.5M -246,551 Closed
GAG
700
GM Advisory Group
New York
– -$19.7M -183,369 Closed
26 27
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