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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$165M
2
Morgan Stanley
Morgan Stanley
New York
$1.41B
3
Members Trust
Members Trust
Florida
$317M
4
SF
Synovus Financial
Georgia
$94.1M
5
BTI
Blue Trust Inc
Georgia
$406M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$525M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
3
BlackRock
BlackRock
New York
$414M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53M
5
Jane Street
Jane Street
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFI
801
EHP Funds Inc
Canada
– -$11.8M -122,400 Closed
MSAM
802
Moloney Securities Asset Management
Missouri
– -$11.5M -119,306 Closed
LWP
803
Laurel Wealth Planning
Minnesota
– -$9.09M -94,110 Closed
DRS
804
Deane Retirement Strategies
Louisiana
– -$7.25M -75,036 Closed
IPW
805
IronBridge Private Wealth
Texas
– -$6.82M -70,627 Closed
VIA
806
Vident Investment Advisory
Georgia
– -$5.42M -56,129 Closed
VAS
807
Vestmark Advisory Solutions
Massachusetts
– -$4.63M -47,883 Closed
FTUS
808
Flow Traders U.S.
New York
– -$4.14M -42,820 Closed
ASFA
809
All Season Financial Advisors
Colorado
– -$3.93M -40,648 Closed
CFG
810
Citizens Financial Group
Rhode Island
– -$3.84M -39,729 Closed
JF
811
Jump Financial
Illinois
– -$3.69M -38,230 Closed
SFI
812
SPC Financial Inc
Maryland
– -$3.33M -34,505 Closed
T
813
TCWP
Ohio
– -$3.25M -33,661 Closed
ECM
814
Evergreen Capital Management
Washington
– -$3.15M -32,564 Closed
RI
815
Rinkey Investments
California
– -$2.92M -30,262 Closed
SFS
816
Sowell Financial Services
Arkansas
– -$2.84M -29,444 Closed
TAIM
817
TD Ameritrade Investment Management
Nebraska
– -$2.56M -26,542 Closed
BCM
818
Beaumont Capital Management
Massachusetts
– -$2.52M -26,121 Closed
KLC
819
Knowledge Leaders Capital
Colorado
– -$2.41M -24,902 Closed
PL
820
Protective Life
Alabama
– -$2.32M -24,025 Closed
CWA
821
Clearview Wealth Advisors
Oregon
– -$2.28M -23,629 Closed
FFS
822
Founders Financial Securities
Maryland
– -$2.27M -23,540 Closed
HF
823
HRT Financial
New York
– -$2.21M -22,926 Closed
Aberdeen Group
824
Aberdeen Group
United Kingdom
– -$2.09M -21,683 Closed
RSWM
825
Robertson Stephens Wealth Management
California
– -$1.96M -20,269 Closed
31 32
33
34 35