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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 %
PCM
851
Prelude Capital Management
New York
– -$389K -4,030 Closed
CCA
852
Cobblestone Capital Advisors
New York
– -$380K -3,930 Closed
NA
853
Navellier & Associates
Nevada
– -$372K -3,848 Closed
MFG
854
Merit Financial Group
Georgia
– -$367K -3,802 Closed
OWA
855
One Wealth Advisors
California
– -$366K -3,794 Closed
WAL
856
W Advisors LLC
Tennessee
– -$348K -3,605 Closed
TA
857
Tactive Advisors
Florida
– -$348K -3,602 Closed
APW
858
Aurora Private Wealth
New Jersey
– -$344K -3,564 Closed
D
859
Dentgroup
Louisiana
– -$337K -3,491 Closed
AGM
860
Alpine Global Management
New York
– -$320K -3,312 Closed
SWM
861
Selective Wealth Management
Virginia
– -$314K -3,304 Closed
BPA
862
Beacon Pointe Advisors
California
– -$318K -3,287 Closed
IF
863
Intrua Financial
Texas
– -$305K -3,160 Closed
SFSG
864
Sound Financial Strategies Group
Mississippi
– -$300K -3,102 Closed
IFWM
865
Institute for Wealth Management
Colorado
– -$260K -2,696 Closed
SWM
866
Silverlake Wealth Management
Vermont
– -$252K -2,606 Closed
CL
867
CSS LLC
Illinois
– -$251K -2,600 Closed
FLA
868
Financial Life Advisors
Texas
– -$245K -2,535 Closed
CWM
869
Centurion Wealth Management
Virginia
– -$244K -2,526 Closed
FCM
870
Firestone Capital Management
Florida
– -$240K -2,487 Closed
IW
871
Imprint Wealth
South Carolina
– -$233K -2,459 Closed
PAM
872
Peak Asset Management
Colorado
– -$233K -2,415 Closed
RW
873
Rede Wealth
Virginia
– -$230K -2,386 Closed
CCM
874
Crew Capital Management
Ohio
– -$228K -2,358 Closed
NAM
875
NorthCrest Asset Manangement
Minnesota
– -$221K -2,290 Closed
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