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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 %
WEG
926
World Equity Group
Illinois
– -$2.98M -32,544 Closed
IGAM
927
iA Global Asset Management
Quebec, Canada
– -$2.26M -24,649 Closed
BWP
928
Balboa Wealth Partners
Arizona
– -$1.94M -21,172 Closed
CWG
929
Cornerstone Wealth Group
North Carolina
– -$1.94M -21,171 Closed
CI
930
CX Institutional
Indiana
– -$1.79M -19,501 Closed
FAG
931
Fortitude Advisory Group
Washington
– -$1.69M -18,461 Closed
SIGI
932
Susquehanna International Group (Ireland)
Ireland
– -$1.65M -18,007 Closed
SCM
933
SevenOneSeven Capital Management
Pennsylvania
– -$1.31M -14,400 Closed
CRI
934
Colonial River Investments
Virginia
– -$1.24M -13,573 Closed
BFG
935
Beacon Financial Group
Texas
– -$1.31M -13,187 Closed
BFIC
936
Bedell Frazier Investment Counselling
California
– -$1.08M -11,803 Closed
AC
937
AWM Capital
Arizona
– -$972K -10,612 Closed
KJHP
938
K.J. Harrison & Partners
Ontario, Canada
– -$916K -10,000 Closed
BOM
939
Bank of Marin
California
– -$885K -9,666 Closed
MSWMA
940
Market Street Wealth Management Advisors
Indiana
– -$852K -9,301 Closed
FIA
941
FNY Investment Advisers
New York
– -$833K -9,100 Closed
HCM
942
Howard Capital Management
Georgia
– -$789K -8,612 Closed
WC
943
Waterloo Capital
Texas
– -$754K -8,235 Closed
RBFC
944
Roman Butler Fullerton & Co
Missouri
– -$707K -7,746 Closed
TPW
945
Transatlantique Private Wealth
New York
– -$693K -7,571 Closed
CAWM
946
Capital Advisors Wealth Management
Washington
– -$657K -7,177 Closed
DAS
947
Dynamic Advisor Solutions
Arizona
– -$533K -5,818 Closed
MFA
948
Mayflower Financial Advisors
Massachusetts
– -$235K -5,487 Closed
WA
949
Wealthstar Advisors
Texas
– -$500K -5,455 Closed
HWM
950
Heirloom Wealth Management
Colorado
– -$492K -5,375 Closed
36 37
38
39 40