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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
3
Mariner
Kansas
$169M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$218M
5
CF
5
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
2
Charles Schwab
California
$528M
3
UBS Group
3
UBS Group
Switzerland
$756M
4
PC
4
Peavine Capital
Nevada
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$33.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$67.1M 695,764 +352,024 +102%
AAG
52
Avalon Advisory Group
Pennsylvania
$65M 674,146 +25,347 +4%
MML Investors Services
53
MML Investors Services
Massachusetts
$62.5M 648,058 +322,837 +99%
1CP
54
1607 Capital Partners
Virginia
$62.2M 645,800 -900 -0.1%
CT
55
Cambridge Trust
Massachusetts
$61.4M 636,686 +30,746 +5%
Millennium Management
56
Millennium Management
New York
$60.2M 624,856 +105,703 +20%
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$58M 601,528 +54,234 +10%
TWM
58
Tanglewood Wealth Management
Texas
$56.3M 583,896 +583,896 New
HighTower Advisors
59
HighTower Advisors
Illinois
$53.7M 557,606 +92,111 +20%
GW
60
GW & Wade
Massachusetts
$50.9M 528,072 +417,989 +380%
TA
61
TruWealth Advisors
Louisiana
$48.2M 500,222 +11,257 +2%
BS
62
Banco Santander
Spain
$46.4M 481,305 +434,411 +926%
RVPG
63
Relative Value Partners Group
$45.3M 470,309 -110,771 -19%
Citigroup
64
Citigroup
New York
$45.1M 468,296 -944,841 -67%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$43.5M 451,732 +79,710 +21%
B
66
Barings
North Carolina
$43.5M 451,067 -165,080 -27%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$42.7M 442,833 -14,434 -3%
AWM
68
AE Wealth Management
Kansas
$42.2M 444,305 +49,348 +12%
AO
69
Advisor OS
Illinois
$41.1M 426,012 +55,911 +15%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$40.2M 416,870 -218,476 -34%
BWL
71
Beacon Wealthcare LLC
North Carolina
$40.1M 416,067 -79,951 -16%
IWMA
72
Ironwood Wealth Management (Arizona)
Arizona
$40M 414,788 +41,241 +11%
MAM
73
Madison Asset Management
Wisconsin
$39.8M 413,392 -323,577 -44%
PFM
74
Patton Fund Management
Texas
$38.3M 397,070 -16,557 -4%
Osaic Holdings
75
Osaic Holdings
Arizona
$38.2M 395,838 -129,162 -25%
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