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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

631 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 263 increasing their positions, 190 reducing their positions, and 71 closing their positions.

Holders
631
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.97%
Holding in Top 10
97
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.04%
% of All Funds
1.99%
New
100
Increased
263
Reduced
190
Closed
71
Calls
$361M
Puts
$1.66B
Net Calls
-$1.3B
Net Calls Change
-$670M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$716M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.5B
5
Bank of America
5
Bank of America
North Carolina
$648M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
CL
3
Cabana LLC
Arkansas
$233K
4
FIA
4
Foundations Investment Advisors
Arizona
$10.4M
5
SWM
5
SVA Wealth Management
Wisconsin
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$34.8M 126,599 – –
LGWM
52
Litman Gregory Wealth Management
California
$34.7M 284,824 +41,972 +17%
B
53
Barings
North Carolina
$33.9M 278,726 – –
KP
54
Keel Point
Alabama
$32.5M 266,436 +33,219 +14%
AIA
55
Ally Invest Advisors
North Carolina
$32.2M 263,836 +27,827 +12%
IWS
56
Insight Wealth Strategies
California
$31.4M 257,750 +12,685 +5%
GG
57
GenWealth Group
New Jersey
$30.9M 254,246 +41,708 +20%
WIP
58
Wellesley Investment Partners
Massachusetts
$30.8M 252,873 +30,439 +14%
3AM
59
3EDGE Asset Management
Florida
$30.5M 249,937 +246,431 +7,029%
DLDF
60
Dan L. Duncan Foundation
Texas
$30.4M 249,086 -2,807 -1%
TCM
61
Twele Capital Management
Minnesota
$28.9M 237,073 +22,622 +11%
JIR
62
James Investment Research
Ohio
$28.4M 232,651 +8,797 +4%
ODIJL
63
One Day In July LLC
Vermont
$28.3M 232,298 -1,737 -0.7%
GFPC
64
Global Financial Private Capital
Florida
$28M 230,068 +230,068 New
Citigroup
65
Citigroup
New York
$27.9M 228,963 -106,867 -32%
SMFG
66
Sumitomo Mitsui Financial Group
Japan
$27.5M 225,748 +36,879 +20%
AI
67
Atria Investments
North Carolina
$27.4M 224,696 +224,696 New
HF
68
HRT Financial
New York
$27.3M 224,343 +140,029 +166%
SFS
69
Sowell Financial Services
Arkansas
$27M 221,752 +88,524 +66%
UBV
70
United Bank (Virginia)
Virginia
$26.3M 216,151 -5,996 -3%
HHGA
71
Halbert Hargrove Global Advisors
California
$26.2M 214,779 +214,779 New
SPC
72
Sigma Planning Corp
Michigan
$25.8M 211,639 +171,609 +429%
ATPW
73
Ashton Thomas Private Wealth
Arizona
$25.5M 209,359 +206,673 +7,694%
VCM
74
Virtue Capital Management
Tennessee
$24.8M 203,450 +199,147 +4,628%
AAP
75
Arax Advisory Partners
Colorado
$24.6M 202,167 -1,327 -0.7%
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