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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
$25.3B
2
Charles Schwab
Charles Schwab
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$359M
5
BlackRock
BlackRock
New York
$745M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$227M
2
AssetMark Inc
AssetMark Inc
California
$87.5M
3
CWM
Congress Wealth Management
Massachusetts
$1.57M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
5
Jane Street
Jane Street
New York
$94.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
701
TS Financial Group (TSFG)
Illinois
$4K +$93 +1 +2%
BWM
702
BerganKDV Wealth Management
Minnesota
$3.54K – – –
LOIP
703
Live Oak Investment Partners
Texas
$3.16K – – –
TSWM
704
Tyler-Stone Wealth Management
Ohio
$3K – – –
DAC
705
Dividend Assets Capital
South Carolina
$3K – – –
C
706
Covestor
United Kingdom
$3K +$1.11K +10 +59%
BWM
707
Baystate Wealth Management
Massachusetts
$3K +$3K +27 New
LS
708
Leelyn Smith
Illinois
$2.97K – – –
FA
709
Fiduciary Alliance
South Carolina
$2.97K +$2.97K +31 New
S
710
SignatureFD
Georgia
$2.78K – – –
NC
711
NewSquare Capital
Pennsylvania
$2.59K – – –
WTC
712
WhitTier Trust Company
Nevada
$1.92K +$1.92K +20 New
MIA
713
Milestone Investment Advisors
Wisconsin
$1.63K +$1.63K +17 New
CA
714
Crewe Advisors
Utah
$1.53K -$124K -1,291 -99%
HR
715
Howe & Rusling
New York
$1.53K +$1.53K +16 New
PO
716
Private Ocean
California
$1.44K -$1.72K -18 -55%
RA
717
Rise Advisors
New York
$1.36K – – –
CTA
718
Colonial Trust Advisors
South Carolina
$1.34K +$1.34K +14 New
GGI
719
Godsey & Gibb Inc
Virginia
$1.25K – – –
BLC
720
Brown, Lisle/Cummings
Rhode Island
$862 – – –
SFC
721
SYM Financial Corp
Indiana
$862 +$862 +9 New
BBHC
722
Brown Brothers Harriman & Co
New York
$766 – – –
CAS
723
Coppell Advisory Solutions
Texas
$575 +$575 +6 New
CASC
724
Coppell Advisory Solutions Corp
Texas
$575 +$575 +6 New
WIM
725
Westside Investment Management
California
$487 +$87 +904 +22%
27 28
29
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