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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
+$150M
3
Members Trust
Members Trust
Florida
+$90.8M
4
SF
Synovus Financial
Georgia
+$90.4M
5
BTI
Blue Trust Inc
Georgia
+$90M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$315M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$312M
3
BlackRock
BlackRock
New York
-$158M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$156M
5
Jane Street
Jane Street
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
826
Camarda Financial Advisors
Florida
– -$1.88M -19,449 Closed
GS
827
GTS Securities
New York
– -$1.67M -17,313 Closed
HT
828
Headlands Technologies
Illinois
– -$1.59M -16,505 Closed
FSA
829
Financial Services Advisory
Maryland
– -$1.44M -14,887 Closed
MMA
830
Miracle Mile Advisors
California
– -$1.33M -13,738 Closed
CCM
831
Ciovacco Capital Management
Georgia
– -$1.2M -12,411 Closed
RA
832
RFG Advisory
Alabama
– -$1.13M -11,720 Closed
WAM
833
Worth Asset Management
Texas
– -$1.11M -11,497 Closed
BWM
834
Brickley Wealth Management
California
– -$1.07M -11,059 Closed
CWS
835
Cypress Wealth Services
California
– -$1M -10,373 Closed
HPM
836
Hoxton Planning & Management
West Virginia
– -$934K -9,664 Closed
Parallax Volatility Advisers
837
Parallax Volatility Advisers
California
– -$877K -9,082 Closed
TRCT
838
Tower Research Capital (TRC)
New York
– -$786K -8,137 Closed
RCG
839
Regatta Capital Group
California
– -$781K -8,087 Closed
CWA
840
Capital Wealth Alliance
Arizona
– -$738K -7,635 Closed
NL
841
NKCFO LLC
Illinois
– -$725K -7,500 Closed
TC
842
Taika Capital
Florida
– -$715K -7,400 Closed
CF
843
Centaurus Financial
California
– -$642K -6,643 Closed
AWM
844
Aprio Wealth Management
Georgia
– -$575K -5,949 Closed
WA
845
Wealth Alliance
New York
– -$569K -5,891 Closed
CIAS
846
CFS Investment Advisory Services
New Jersey
– -$516K -5,340 Closed
SFO
847
Stokes Family Office
Louisiana
– -$477K -4,936 Closed
SWM
848
Shelton Wealth Management
Texas
– -$458K -4,746 Closed
FWP
849
Firethorn Wealth Partners
Georgia
– -$428K -4,429 Closed
AAS
850
Ameritas Advisory Services
Nebraska
– -$393K -4,155 Closed
32 33
34
35 36