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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$25.3B
2
Charles Schwab
Charles Schwab
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$359M
5
BlackRock
BlackRock
New York
$745M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$227M
2
AssetMark Inc
AssetMark Inc
California
$87.5M
3
CWM
Congress Wealth Management
Massachusetts
$1.57M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
5
Jane Street
Jane Street
New York
$94.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
751
LMCG Investments
Massachusetts
– -$4.12M -42,882 Closed
Twin Tree Management
752
Twin Tree Management
Texas
– -$4.09M -42,630 Closed
SCP
753
Silverleafe Capital Partners
Tennessee
– -$3.22M -33,567 Closed
BCM
754
Beaumont Capital Management
Massachusetts
– -$3.17M -32,983 Closed
AC
755
Aristides Capital
Kentucky
– -$2.88M -30,000 Closed
M1FG
756
Mach-1 Financial Group
Arkansas
– -$2.11M -22,015 Closed
CRI
757
Colonial River Investments
Virginia
– -$1.96M -20,388 Closed
CCMD
758
Cypress Capital Management (Delaware)
Delaware
– -$1.88M -19,530 Closed
Natixis Advisors
759
Natixis Advisors
Massachusetts
– -$1.82M -19,000 Closed
DCC
760
Dow Chemical Company
Michigan
– -$1.8M -18,777 Closed
IMC Chicago
761
IMC Chicago
Illinois
– -$1.73M -17,999 Closed
CGFA
762
Colton Groome Financial Advisors
North Carolina
– -$1.65M -17,219 Closed
SJIC
763
St. James Investment Company
Texas
– -$1.65M -17,145 Closed
PAG
764
Private Advisory Group
Washington
– -$1.42M -14,832 Closed
SCM
765
Seascape Capital Management
New Hampshire
– -$1.41M -14,657 Closed
WGCA
766
Wolf Group Capital Advisors
Virginia
– -$1.36M -14,148 Closed
LA
767
LVW Advisors
New York
– -$1.32M -13,739 Closed
CWM
768
Connecticut Wealth Management
Connecticut
– -$1.21M -12,554 Closed
IC
769
IEQ Capital
California
– -$771K -8,028 Closed
RIA
770
Regal Investment Advisors
Michigan
– -$725K -7,550 Closed
VFA
771
Voya Financial Advisors
Connecticut
– -$699K -7,267 Closed
FAM
772
Forte Asset Management
New York
– -$648K -6,748 Closed
Members Trust
773
Members Trust
Florida
– -$639K -6,660 Closed
ATC
774
Argent Trust Co
Tennessee
– -$625K -6,506 Closed
CCM
775
Crew Capital Management
Ohio
– -$618K -6,436 Closed
29 30
31
32 33