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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 %
CCFM
776
Clear Creek Financial Management
Washington
– -$553K -5,762 Closed
PWM
777
Prentice Wealth Management
New York
– -$464K -4,830 Closed
TFA
778
Tranquilli Financial Advisor
New Jersey
– -$458K -4,769 Closed
BFA
779
Beaumont Financial Advisors
Massachusetts
– -$421K -4,385 Closed
MAM
780
MMA Asset Management
Pennsylvania
– -$405K -4,220 Closed
FS
781
Ferguson Shapiro
Georgia
– -$373K -3,884 Closed
BCA
782
Bay Colony Advisors
Massachusetts
– -$356K -3,708 Closed
TWP
783
Tempus Wealth Planning
California
– -$348K -3,628 Closed
PAMG
784
Patton Albertson Miller Group
Tennessee
– -$324K -3,378 Closed
IA
785
IFG Advisory
Georgia
– -$318K -3,315 Closed
MCWS
786
McKinley Carter Wealth Services
West Virginia
– -$303K -3,156 Closed
Barclays
787
Barclays
United Kingdom
– -$285K -2,966 Closed
FIA
788
FNY Investment Advisers
New York
– -$282K -2,942 Closed
CBFP
789
Cedar Brook Financial Partners
Ohio
– -$276K -2,877 Closed
BMCM
790
Burns Matteson Capital Management
New York
– -$272K -2,835 Closed
ES
791
Eagle Strategies
New York
– -$272K -2,834 Closed
RWP
792
RWA Wealth Partners
Massachusetts
– -$272K -2,832 Closed
TF
793
TIAA FSB
Florida
– -$267K -2,780 Closed
WS
794
Wedbush Securities
California
– -$263K -2,745 Closed
WEG
795
World Equity Group
Illinois
– -$257K -2,677 Closed
PCM
796
Prelude Capital Management
New York
– -$255K -2,655 Closed
EW
797
Evoke Wealth
California
– -$240K -2,505 Closed
FFA
798
Fragasso Financial Advisors
Pennsylvania
– -$240K -2,504 Closed
QC
799
QCM Cayman
Texas
– -$237K -2,473 Closed
DWM
800
Destination Wealth Management
California
– -$237K -2,466 Closed
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