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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 %
PFA
951
Pure Financial Advisors
California
– -$434K -4,740 Closed
KAS
952
KPP Advisory Services
Kentucky
– -$400K -4,369 Closed
GAA
953
Global Assets Advisory
Florida
– -$358K -3,907 Closed
BA
954
Bridge Advisory
California
– -$328K -3,577 Closed
CPP
955
Capasso Planning Partners
South Carolina
– -$316K -3,449 Closed
GWA
956
GGM Wealth Advisors
Maryland
– -$307K -3,355 Closed
PIA
957
Perennial Investment Advisors
California
– -$291K -3,179 Closed
CIA
958
Capital Investment Advisors
Georgia
– -$291K -3,178 Closed
SIA
959
SkyView Investment Advisors
New Jersey
– -$275K -3,000 Closed
TSS
960
Two Sigma Securities
New York
– -$272K -2,968 Closed
BIA
961
Bigelow Investment Advisors
Maine
– -$271K -2,958 Closed
SAG
962
SageView Advisory Group
California
– -$246K -2,684 Closed
DZ Bank
963
DZ Bank
Germany
– -$242K -2,666 Closed
CAMG
964
CWA Asset Management Group
Florida
– -$234K -2,555 Closed
OBWG
965
Onyx Bridge Wealth Group
New York
– -$224K -2,443 Closed
MCIA
966
Mountain Capital Investment Advisors
Colorado
– -$216K -2,368 Closed
DBRC
967
D.B. Root & Company
Pennsylvania
– -$216K -2,362 Closed
BHWM
968
Bar Harbor Wealth Management
New Hampshire
– -$204K -2,229 Closed
KA
969
Kovack Advisors
Florida
– -$203K -2,217 Closed
Walleye Trading
970
Walleye Trading
New York
– -$145K -1,582 Closed
CWC
971
Carolinas Wealth Consulting
North Carolina
– -$129K -1,445 Closed
RIA
972
Realta Investment Advisors
Delaware
– -$84K -870 Closed
MA
973
Montag & Associates
Georgia
– -$67.6K -738 Closed
SCA
974
Stonebridge Capital Advisors
Minnesota
– -$49.5K -540 Closed
CSWM
975
Cassady Schiller Wealth Management
Ohio
– -$46.3K -505 Closed
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