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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 %
NAMM
826
NorthStar Asset Management (Massachusetts)
Massachusetts
– -$256K -2,676 Closed
SGK
827
Steigerwald Gordon & Koch
Virginia
– -$218K -2,278 Closed
RFN
828
RDA Financial Network
Iowa
– -$216K -2,258 Closed
PG
829
Patten Group
Tennessee
– -$216K -2,255 Closed
D
830
Dentgroup
Louisiana
– -$215K -2,248 Closed
BHWM
831
Bar Harbor Wealth Management
New Hampshire
– -$208K -2,176 Closed
JAWM
832
J. Arnold Wealth Management
Ohio
– -$140K -1,465 Closed
CYG
833
Clean Yield Group
Vermont
– -$115K -1,200 Closed
RBC
834
Roble Belko & Company
Pennsylvania
– -$112K -1,169 Closed
EE
835
EWG Elevate
California
– -$109K -1,133 Closed
AWM
836
Accurate Wealth Management
Florida
– -$103K -1,054 Closed
RIA
837
Realta Investment Advisors
Delaware
– -$99.3K -1,037 Closed
OWA
838
One Wealth Advisors
California
– -$83.2K -869 Closed
LFA
839
LGT Financial Advisors
Texas
– -$76.2K -795 Closed
IFA
840
Interactive Financial Advisors
Illinois
– -$41.8K -437 Closed
WOSD
841
WFA of San Diego
California
– -$39.8K -416 Closed
RFA
842
Resurgent Financial Advisors
Georgia
– -$37K -386 Closed
CSPAM
843
Cary Street Partners Asset Management
Virginia
– -$32.9K -344 Closed
PIMG
844
Patriot Investment Management Group
Tennessee
– -$23.9K -241 Closed
Bessemer Group
845
Bessemer Group
New Jersey
– -$21K -223 Closed
Jones Financial Companies
846
Jones Financial Companies
Missouri
– -$18K -191 Closed
TWA
847
TCI Wealth Advisors
Arizona
– -$15.8K -165 Closed
WWM
848
Wolff Wiese Magana
California
– -$13.7K -143 Closed
SGCA
849
Steel Grove Capital Advisors
Tennessee
– -$13.4K -140 Closed
ZIG
850
Zullo Investment Group
Pennsylvania
– -$10.3K -108 Closed
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