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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.57B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.83B
3
Ameriprise
Ameriprise
Minnesota
$584M
4
Morgan Stanley
Morgan Stanley
New York
$1.33B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
AssetMark Inc
California
$58.8M
3
Charles Schwab
Charles Schwab
California
$847M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.31B
5
OPAM
Ocean Park Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
826
Richard W. Paul & Associates
Michigan
– -$2.05M -20,648 Closed
QAM
827
Q3 Asset Management
Michigan
– -$1.7M -17,199 Closed
SWA
828
Stratos Wealth Advisors
Ohio
– -$1.65M -16,635 Closed
TI
829
Tidal Investments
Wisconsin
– -$1.53M -15,404 Closed
WA
830
WBH Advisory
Maryland
– -$1.31M -13,179 Closed
BA
831
BCM Advisors
Louisiana
– -$1.13M -11,542 Closed
MSCM
832
McElhenny Sheffield Capital Management
Texas
– -$1.03M -10,357 Closed
CWA
833
Clarus Wealth Advisors
Arizona
– -$997K -9,921 Closed
GI
834
Glovista Investments
New Jersey
– -$974K -9,832 Closed
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$890K -8,984 Closed
WCP
836
Wick Capital Partners
Pennsylvania
– -$657K -6,628 Closed
SWP
837
ShoreHaven Wealth Partners
New Jersey
– -$629K -6,350 Closed
SIC
838
Sterling Investment Counsel
New York
– -$586K -5,910 Closed
CWM
839
Campbell Wealth Management
Virginia
– -$568K -5,726 Closed
XS
840
XR Securities
Illinois
– -$547K -5,520 Closed
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
– -$514K -5,199 Closed
TF
842
TIAA FSB
Florida
– -$488K -4,919 Closed
JC
843
JB Capital
Connecticut
– -$482K -4,858 Closed
SMH
844
Sanders Morris Harris
Texas
– -$399K -4,021 Closed
FA
845
Fermata Advisors
California
– -$396K -3,991 Closed
WI
846
Wintrust Investments
Illinois
– -$394K -3,976 Closed
HAS
847
HBW Advisory Services
California
– -$374K -3,773 Closed
BFA
848
BMS Financial Advisors
South Dakota
– -$370K -3,734 Closed
KC
849
Kinloch Capital
Virginia
– -$362K -3,649 Closed
LCM
850
Logan Capital Management
Pennsylvania
– -$359K -3,619 Closed
32 33
34
35 36