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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 %
MHR
676
Matthew Hamilton Rosenberg
$99.1K – – –
WAM
677
Worth Asset Management
Texas
$97.6K +$97.6K +985 New
MTC
678
Matrix Trust Company
Colorado
$96K +$96K +971 New
SC
679
Slow Capital
California
$93.6K -$2.62M -26,415 -97%
TAM
680
Tucker Asset Management
Colorado
$88.5K +$11.7K +118 +15%
NG
681
NWK Group
California
$87.5K +$8.92K +90 +11%
BFPW
682
BOK Financial Private Wealth
Colorado
$83.2K +$83.2K +839 New
NC
683
NinePointTwo Capital
California
$81K – – –
SWA
684
SOA Wealth Advisors
New York
$78.9K +$298 +3 +0.4%
CWM
685
Cranbrook Wealth Management
Michigan
$78.1K – – –
UFF
686
USA Financial Formulas
Michigan
$76.8K +$76.8K +775 New
SCA
687
Stonebridge Capital Advisors
Minnesota
$72.8K +$12.9K +130 +22%
DSC
688
Duncker Streett & Co
Missouri
$70.8K – – –
RG
689
Retirement Group
California
$70K +$51.1K +518 +271%
WB
690
Webster Bank
Connecticut
$68K – – –
GEA
691
Glen Eagle Advisors
New Jersey
$67.6K +$60.7K +612 +874%
S
692
SignatureFD
Georgia
$64.3K +$61.5K +620 +2,138%
CT
693
Clearstead Trust
Maine
$62.8K – – –
WWP
694
WR Wealth Planners
Missouri
$62.4K – – –
PWMG
695
Prestige Wealth Management Group
New Jersey
$61.8K -$6.15K -62 -9%
CSWM
696
Cassady Schiller Wealth Management
Ohio
$50.1K – – –
FGAM
697
Financial Gravity Asset Management
Texas
$49.8K +$49K +6,282 +6,544%
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.1K -$7.73K -78 -14%
FWP
699
FAS Wealth Partners
Kansas
$47.4K -$59K -595 -55%
RP
700
Rice Partnership
Hawaii
$47.3K +$10.6K +107 +29%
26 27
28
29 30