IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

631 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 263 increasing their positions, 190 reducing their positions, and 71 closing their positions.

Holders
631
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.97%
Holding in Top 10
97
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.04%
% of All Funds
1.99%
New
100
Increased
263
Reduced
190
Closed
71
Calls
$361M
Puts
$1.66B
Net Calls
-$1.3B
Net Calls Change
-$670M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$716M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.5B
5
Bank of America
5
Bank of America
North Carolina
$648M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
CL
3
Cabana LLC
Arkansas
$233K
4
FIA
4
Foundations Investment Advisors
Arizona
$10.4M
5
SWM
5
SVA Wealth Management
Wisconsin
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$23.2M 190,192 +101,598 +115%
RVPG
77
Relative Value Partners Group
$23.1M 189,789 -40,459 -18%
MML Investors Services
78
MML Investors Services
Massachusetts
$23M 188,645 +25,863 +16%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$23M 188,463 +27,663 +17%
MMA
80
Miracle Mile Advisors
California
$22.7M 185,903 +5,933 +3%
BFG
81
Barber Financial Group
Kansas
$22.6M 185,713 +138,653 +295%
IWC
82
Integrated Wealth Concepts
Massachusetts
$22.3M 182,794 +42,767 +31%
SS
83
Simplicity Solutions
Minnesota
$22.1M 181,439 +102,275 +129%
IA
84
IFP Advisors
Florida
$22.1M 181,209 +61,281 +51%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$22M 180,282 +23,216 +15%
SCI
86
Stableford Capital II
Arizona
$21.7M 178,194 +72,890 +69%
PCIG
87
Partners Capital Investment Group
Massachusetts
$21.7M 177,735 +108,102 +155%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$21.4M 175,458 +5,133 +3%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$21.3M 174,799 +60,110 +52%
PFG
90
Piershale Financial Group
Illinois
$20.9M 171,209 +171,209 New
Asset Management One
91
Asset Management One
Japan
$20.7M 169,732 – –
RGIA
92
Rainier Group Investment Advisory
Washington
$20.4M 167,436 +167,436 New
GC
93
Gilbert & Cook
Iowa
$20.1M 164,837 -59 -0%
DRS
94
Deane Retirement Strategies
Louisiana
$19.9M 163,636 -2,985 -2%
PFM
95
Patton Fund Management
Texas
$19M 155,541 +15,428 +11%
USAA
96
United Services Automobile Association
Texas
$18.3M 164,356 -681,814 -81%
FAAS
97
First Allied Advisory Services
California
$18M 147,973 +65,843 +80%
BCM
98
Brookstone Capital Management
Illinois
$17M 139,776 +17,699 +14%
HTC
99
Haverford Trust Company
Pennsylvania
$17M 139,402 +7,173 +5%
CCM
100
Coldstream Capital Management
Washington
$16.9M 138,827 +113,611 +451%
2 3
4
5 6