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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 %
OC
751
Oakworth Capital
Alabama
$9.12K – – –
OIS
752
Okabena Investment Services
Minnesota
$9.02K +$9.02K +91 New
AIA
753
Armor Investment Advisors
North Carolina
$8.72K -$4.36K -44 -33%
EWM
754
EPG Wealth Management
Georgia
$8.43K – – –
FMP
755
Financial Management Professionals
Texas
$8K – – –
SIM
756
Studio Investment Management
Illinois
$7.73K – – –
CSC
757
Caldwell Sutter Capital
California
$7.43K +$7.43K +75 New
SWM
758
Sugarloaf Wealth Management
Georgia
$7.14K – – –
FA
759
Fortis Advisors
Pennsylvania
$6.84K +$6.84K +69 New
PFG
760
Piershale Financial Group
Illinois
$5.75K -$1.78K -18 -24%
MAWA
761
Moss Adams Wealth Advisors
Washington
$5.55K +$5.55K +56 New
CTC
762
Central Trust Company
Missouri
$5.25K – – –
TFP
763
Tilia Fiduciary Partners
North Carolina
$5.06K – – –
HPC
764
HM Payson & Co
Maine
$4.56K – – –
TFGT
765
TS Financial Group (TSFG)
Illinois
$4K – – –
FCAS
766
First Command Advisory Services
Texas
$3.87K +$3.87K +39 New
CCP
767
Carmel Capital Partners
California
$3.45K +$3.45K +35 New
LOIP
768
Live Oak Investment Partners
Texas
$3.27K -$3.16K – –
AW
769
Avion Wealth
Texas
$3K -$1.13K -12 -27%
DAC
770
Dividend Assets Capital
South Carolina
$3K – – –
PFBT
771
Parkside Financial Bank & Trust
Missouri
$2.97K +$2.97K +30 New
SIS
772
Strategic Investment Solutions
Illinois
$2.32K +$2.32K +23 New
C
773
Covestor
United Kingdom
$2K -$160 -2 -7%
WTC
774
WhitTier Trust Company
Nevada
$1.98K – – –
RA
775
Rise Advisors
New York
$1.41K – – –
29 30
31
32 33