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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.

Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.49%
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
1
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
UBS Group
4
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
5
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
2
BlackRock
New York
$547M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$820M
4
JHU
4
Johns Hopkins University
Maryland
$28.4M
5
RBA
5
Richard Bernstein Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Madison Asset Management
Wisconsin
$63.3M +$60.2M +606,993 +1,938%
AAG
52
Avalon Advisory Group
Pennsylvania
$61.7M +$5.19M +52,407 +9%
OP
53
ORG Partners
Indiana
$57M +$57M +574,331 New
CAN
54
Cetera Advisor Networks
California
$53.4M +$32.1M +323,796 +151%
RVPG
55
Relative Value Partners Group
$53.1M +$1.05M +10,597 +2%
MML Investors Services
56
MML Investors Services
Massachusetts
$52.8M +$14.7M +148,289 +39%
B
57
Barings
North Carolina
$51.5M +$29.5M +298,052 +135%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$50.4M +$594K +5,993 +1%
Victory Capital Management
59
Victory Capital Management
Texas
$50.2M -$10M -100,940 -17%
BWL
60
Beacon Wealthcare LLC
North Carolina
$49.6M +$427K +4,308 +0.9%
DI
61
DFPG Investments
Utah
$49.4M +$31.8M +320,394 +180%
CCM
62
Coldstream Capital Management
Washington
$48.2M +$9.68M +97,670 +25%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$47.6M +$45.2M +456,391 +1,952%
SMFG
64
Sumitomo Mitsui Financial Group
Japan
$43.9M +$972K +9,804 +2%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$42M -$11.7M -108,058 -22%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$38.9M +$15.2M +153,411 +64%
PFM
67
Patton Fund Management
Texas
$36.9M +$2.62M +26,395 +8%
IWMA
68
Ironwood Wealth Management (Arizona)
Arizona
$36.6M +$2.49M +25,151 +7%
MAM
69
Meeder Asset Management
Ohio
$33.8M +$33.8M +341,284 New
TCM
70
Twele Capital Management
Minnesota
$33.3M -$1M -10,105 -3%
HighTower Advisors
71
HighTower Advisors
Illinois
$32.2M +$14.8M +149,534 +85%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$32.1M +$16.2M +163,857 +102%
MA
73
MJP Associates
Connecticut
$32M +$670K +6,758 +2%
SCP
74
Syntal Capital Partners
Texas
$31.6M +$71.6K +722 +0.2%
Allspring Global Investments
75
Allspring Global Investments
North Carolina
$31M -$737K -7,433 -2%
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