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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

780 hedge funds and large institutions have $26.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 315 increasing their positions, 226 reducing their positions, and 78 closing their positions.

Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.49%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.58%
New
151
Increased
315
Reduced
226
Closed
78
Calls
$554M
Puts
$458M
Net Calls
+$95.8M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
UBS Group
4
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
5
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
2
BlackRock
New York
$547M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$820M
4
JHU
4
Johns Hopkins University
Maryland
$28.4M
5
RBA
5
Richard Bernstein Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JHU
76
Johns Hopkins University
Maryland
$28.4M 286,376 -1,500,732 -84%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$28.1M 283,990 -90,550 -24%
ACP
78
Aveo Capital Partners
Colorado
$27.9M 281,924 +136,840 +94%
SAM
79
Sompo Asset Management
Japan
$27.7M 279,064 +30,444 +12%
ODIJL
80
One Day In July LLC
Vermont
$27.4M 276,510 +1,204 +0.4%
CT
81
Cambridge Trust
Massachusetts
$26.1M 263,529 +7,819 +3%
SC
82
Schoolcraft Capital
Colorado
$25.4M 256,278 +4,776 +2%
JHCM
83
Juniper Hill Capital Management
California
$25.3M 255,575 +255,575 New
SPIA
84
Strategic Point Investment Advisors
Rhode Island
$24.7M 249,472 +578 +0.2%
WWA
85
WCG Wealth Advisors
Nevada
$24.4M 246,630 -4,610 -2%
CPA
86
Capital Planning Advisors
California
$24.3M 244,909 +244,909 New
BPC
87
Banque Pictet & Cie
Switzerland
$24.1M 242,685 +70,389 +41%
AI
88
Atria Investments
North Carolina
$24M 241,844 +190,652 +372%
AWA
89
Arete Wealth Advisors
Illinois
$24M 241,660 -22,337 -8%
GG
90
GenWealth Group
New Jersey
$23.9M 241,182 +10,158 +4%
CA
91
Cambridge Associates
Massachusetts
$23.6M 238,229 – –
TC
92
TownSquare Capital
Utah
$23.3M 234,813 +11,107 +5%
PNAA
93
Pictet North America Advisors
Switzerland
$23.2M 233,967 +70,818 +43%
Allianz Asset Management
94
Allianz Asset Management
Germany
$22.6M 227,515 +31,215 +16%
TA
95
TruWealth Advisors
Louisiana
$21.5M 216,948 +115,101 +113%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$21.3M 214,636 +6,996 +3%
LFA
97
LifeGuide Financial Advisors
Pennsylvania
$21.2M 213,711 +10,503 +5%
Marshall Wace
98
Marshall Wace
United Kingdom
$21M 212,013 +179,131 +545%
ACA
99
Anchor Capital Advisors
Massachusetts
$20.8M 209,561 +103,446 +97%
BCM
100
Brookstone Capital Management
Illinois
$20.6M 209,832 -81,106 -28%
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4
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