IEF icon

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
12.49%
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 %
OCM
801
Ovata Capital Management
Hong Kong
– -$1.61M -16,810 Closed
TI
802
Truepoint Inc
Ohio
– -$1.42M -14,826 Closed
DWT
803
Dorsey & Whitney Trust
South Dakota
– -$1.41M -14,712 Closed
OFG
804
OmniStar Financial Group
North Carolina
– -$1.25M -13,100 Closed
SFS
805
Sowell Financial Services
Arkansas
– -$1.15M -12,018 Closed
IUHSA
806
Itau Unibanco Holding S.A.
Brazil
– -$1.03M -10,680 Closed
MFA
807
Mayflower Financial Advisors
Massachusetts
– -$623K -9,426 Closed
MAG
808
Mayfair Advisory Group
Alabama
– -$905K -9,180 Closed
CF
809
Centaurus Financial
California
– -$681K -7,112 Closed
BEI
810
Benjamin Edwards Inc
Missouri
– -$676K -7,059 Closed
CLG
811
Cooperman Leon G
– -$623K -6,506 Closed
PP
812
Patron Partners
Texas
– -$556K -5,802 Closed
CCM
813
Canal Capital Management
Virginia
– -$538K -5,622 Closed
VRM
814
Vectors Research Management
New York
– -$458K -4,785 Closed
HC
815
HNP Capital
New York
– -$457K -4,771 Closed
CF
816
Clarity Financial
Texas
– -$453K -4,729 Closed
IP
817
Ignite Planners
California
– -$451K -4,553 Closed
BBL
818
Beck Bode LLC
Massachusetts
– -$382K -3,993 Closed
Koshinski Asset Management
819
Koshinski Asset Management
Illinois
– -$377K -3,940 Closed
NCM
820
Northland Capital Management
Minnesota
– -$345K -3,600 Closed
JIP
821
Jaffetilchin Investment Partners
Florida
– -$344K -3,588 Closed
SWM
822
Silverlake Wealth Management
Vermont
– -$336K -3,506 Closed
TFCP
823
Twin Focus Capital Partners
Massachusetts
– -$309K -3,226 Closed
TA
824
TFG Advisers
Michigan
– -$279K -2,909 Closed
FWP
825
Firethorn Wealth Partners
Georgia
– -$264K -2,755 Closed
31 32
33
34 35