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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 %
BCA
726
Bray Capital Advisors
Florida
$22.3K – – –
AWM
727
Accel Wealth Management
Iowa
$22K -$3.67K -37 -14%
AIC
728
Archer Investment Corporation
Indiana
$21.1K +$1.69K +17 +9%
BWM
729
Baystate Wealth Management
Massachusetts
$20.5K +$17.9K +180 +667%
FFA
730
Founders Financial Alliance
North Carolina
$19.1K +$14.9K +150 +349%
SIS
731
Sound Income Strategies
Florida
$18.6K +$8.83K +89 +90%
TC
732
Truvestments Capital
Florida
$18.3K -$154K -1,550 -89%
PO
733
Private Ocean
California
$18.2K +$16.8K +169 +1,127%
TC
734
Trust Company
Kansas
$17.8K – – –
SC
735
Stephens Consulting
Michigan
$17.7K +$17.7K +179 New
DZ Bank
736
DZ Bank
Germany
$16.5K -$277K -2,785 -94%
BWL
737
Bogart Wealth LLC
Virginia
$16.5K – – –
MAWCM
738
Mine & Arao Wealth Creation & Management
California
$15.5K – – –
CB
739
CNB Bank
Pennsylvania
$15K +$15K +151 New
2L
740
25 LLC
Missouri
$14.5K +$14.5K +146 New
FPB
741
First PREMIER Bank
South Dakota
$13K – – –
TWM
742
Tradition Wealth Management
Minnesota
$13K +$13K +132 New
KFI
743
Key Financial Inc
Pennsylvania
$12.4K +$12.4K +125 New
PP
744
PrairieView Partners
Minnesota
$11K – – –
FMII
745
Farmers & Merchants Investments Inc
Nebraska
$10.7K +$10.7K +108 New
FWA
746
FSC Wealth Advisors
New York
$10.4K – – –
LC
747
Lindbrook Capital
California
$10.1K +$99 +1 +1%
VNA
748
Valley National Advisers
Pennsylvania
$10K +$10K +100 New
YDMI
749
Y.D. More Investments
Israel
$9.91K – – –
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.91K +$9.91K +100 New
28 29
30
31 32