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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
Mariner
Kansas
$169M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M
5
CF
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
Charles Schwab
California
$528M
3
UBS Group
UBS Group
Switzerland
$756M
4
PC
Peavine Capital
Nevada
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
876
Glen Eagle Advisors
New Jersey
$3.88K -$3.59K -37 -48%
MFC
877
Morris Financial Concepts
South Carolina
$3.86K – – –
PS
878
Planned Solutions
California
$3.57K +$3.57K +37 New
NFSG
879
Newbridge Financial Services Group
Florida
$3.37K -$107K -1,111 -97%
VWWMG
880
Vermillion & White Wealth Management Group
Pennsylvania
$3.37K +$3.37K +35 New
HPC
881
HM Payson & Co
Maine
$3.18K -$1.25K -13 -28%
LOIP
882
Live Oak Investment Partners
Texas
$3.18K -$3.02K – –
AW
883
Avion Wealth
Texas
$3K – – –
AFWM
884
Abich Financial Wealth Management
Virginia
$2.89K +$2.89K +30 New
TSWM
885
Tyler-Stone Wealth Management
Ohio
$2.22K – – –
IRC
886
Investors Research Corp
Georgia
$2.12K – – –
C
887
Covestor
United Kingdom
$2K – – –
EAM
888
Eukles Asset Management
Ohio
$1.93K +$1.93K +20 New
WTC
889
WhitTier Trust Company
Nevada
$1.93K – – –
PO
890
Private Ocean
California
$1.45K – – –
RFS
891
Richardson Financial Services
Massachusetts
$1.45K +$1.45K +15 New
SRCM
892
Signature Resources Capital Management
California
$1.45K +$1.45K +15 New
APC
893
Aspire Private Capital
North Carolina
$1.45K – – –
CTA
894
Colonial Trust Advisors
South Carolina
$1.35K – – –
CI
895
Cordant Inc
Oregon
$1.25K +$1.25K +13 New
CAL
896
Capital Advisors Ltd
Ohio
$1K +$1K +8 New
BLC
897
Brown, Lisle/Cummings
Rhode Island
$868 – – –
NMM
898
Naples Money Management
Florida
$868 +$868 +9 New
LFA
899
Livelsberger Financial Advisory
Ohio
$868 +$868 +9 New
SC
900
Stephens Consulting
Michigan
$675 – – –
34 35
36
37 38