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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 %
CTA
776
Colonial Trust Advisors
South Carolina
$1.39K – – –
AAP
777
Arax Advisory Partners
Colorado
$1.1K -$32.8K -327 -97%
BLC
778
Brown, Lisle/Cummings
Rhode Island
$892 – – –
BBHC
779
Brown Brothers Harriman & Co
New York
$793 – – –
CWA
780
Core Wealth Advisors
Florida
$694 +$694 +7 New
JHCP
781
Jackson Hole Capital Partners
Oklahoma
$496 – – –
WP
782
WealthPLAN Partners
Nebraska
$496 +$496 +5 New
HCP
783
Hexagon Capital Partners
Arkansas
$157 – – –
VFA
784
Values First Advisors
Tennessee
$149 – – –
RBA
785
Richard Bernstein Advisors
New York
– -$127M -1,327,747 Closed
MD
786
Money Design
Japan
– -$36M -376,168 Closed
MCCA
787
Mill Creek Capital Advisors
Pennsylvania
– -$30M -313,398 Closed
VA
788
Verdad Advisers
Massachusetts
– -$27.3M -285,000 Closed
NA
789
Navellier & Associates
Nevada
– -$13.3M -138,670 Closed
MHS
790
M Holdings Securities
Oregon
– -$12.1M -125,972 Closed
Walleye Capital
791
Walleye Capital
New York
– -$9.12M -95,169 Closed
LGWM
792
Litman Gregory Wealth Management
California
– -$5.55M -57,961 Closed
TSA
793
Tri-Star Advisors
Texas
– -$5.19M -52,551 Closed
FTUS
794
Flow Traders U.S.
New York
– -$3.96M -41,320 Closed
WAM
795
Watershed Asset Management
California
– -$3.95M -41,200 Closed
IWS
796
Insight Wealth Strategies
California
– -$3.66M -38,214 Closed
HWP
797
Heritage Wealth Partners
Ohio
– -$3.48M -36,198 Closed
FEM
798
Fulcrum Equity Management
Texas
– -$3.39M -35,436 Closed
NAG
799
Northstar Advisory Group
New Jersey
– -$2.2M -22,933 Closed
SAM
800
Securian Asset Management
Minnesota
– -$1.9M -19,855 Closed
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