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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 %
FSWA
701
Financial Synergies Wealth Advisors
Texas
$46.5K +$46.5K +469 New
BC
702
Barrett & Company
Rhode Island
$45.6K – – –
PA
703
PSI Advisors
Florida
$42.6K +$42.6K +430 New
EWA
704
EverSource Wealth Advisors
Alabama
$41K -$90.8K -916 -69%
VWM
705
Venturi Wealth Management
Texas
$40.8K -$600K -6,057 -94%
PB
706
Pinnacle Bancorp
Nebraska
$40.6K – – –
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$39.6K -$988K -9,972 -96%
NFSG
708
Newbridge Financial Services Group
Florida
$38.1K -$3.97K -40 -9%
GBT
709
Grove Bank & Trust
Florida
$36.2K +$36.2K +365 New
Commonwealth Equity Services
710
Commonwealth Equity Services
Massachusetts
$36K +$10.6K +107,217 +42%
HWA
711
HHM Wealth Advisors
Tennessee
$35.5K +$35.5K +358 New
AF
712
Advisornet Financial
Minnesota
$34.9K +$5.65K +57 +19%
BWM
713
BerganKDV Wealth Management
Minnesota
$33.7K +$30K +303 +819%
AIP
714
Ahrens Investment Partners
Louisiana
$32.2K +$32.2K +325 New
APC
715
Aspire Private Capital
North Carolina
$31.4K – – –
CFO
716
CVA Family Office
Colorado
$31.2K +$15.9K +160 +103%
AFS
717
Annapolis Financial Services
Maryland
$30.6K – – –
TAM
718
Townsend Asset Management
North Carolina
$30.2K – – –
AP
719
Atwood & Palmer
Missouri
$29.7K – – –
KFS
720
Kelly Financial Services
Massachusetts
$29.3K -$3.37K -34 -10%
JWM
721
Janiczek Wealth Management
Colorado
$27.8K – – –
BAAM
722
Baker Avenue Asset Management
California
$26.2K – – –
CIA
723
Cape Investment Advisory
Georgia
$25K +$25K +252 New
CM
724
Cornerstone Management
Georgia
$24.1K +$2.28K +23 +10%
MIM
725
Macroview Investment Management
Maryland
$22.8K +$99 +1 +0.4%
27 28
29
30 31