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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
2
Charles Schwab
California
$528M
3
UBS Group
3
UBS Group
Switzerland
$756M
4
PC
4
Peavine Capital
Nevada
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$38.1M -$1.22M -12,622 -3%
IMC Chicago
77
IMC Chicago
Illinois
$37.4M +$24.8M +256,897 +196%
TCM
78
Twele Capital Management
Minnesota
$36.3M +$1.87M +19,405 +5%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$36.1M -$1.56M -16,168 -4%
CCM
80
Coldstream Capital Management
Washington
$36M -$40.2M -416,586 -53%
AWS
81
Atria Wealth Solutions
New York
$35.4M +$3.47M +35,957 +11%
LLWM
82
Life Line Wealth Management
California
$34.8M +$34.8M +360,982 New
PCIA
83
Prime Capital Investment Advisors
Kansas
$33.5M -$123M -1,280,835 -79%
RBCM
84
Raub Brock Capital Management
California
$32.7M +$32.7M +339,525 New
MA
85
MJP Associates
Connecticut
$30.8M -$1.23M -12,773 -4%
MW
86
Marks Wealth
Maryland
$30.6M +$30.6M +317,582 New
Brown Advisory
87
Brown Advisory
Maryland
$30.6M +$4.33M +44,900 +16%
AssetMark Inc
88
AssetMark Inc
California
$30.3M -$285K -2,959 -0.9%
ODIJL
89
One Day In July LLC
Vermont
$29.6M -$408K -4,228 -1%
SAM
90
Sompo Asset Management
Japan
$29.5M +$279K +2,890 +1%
HFS
91
Hantz Financial Services
Michigan
$29.2M -$8.88M -92,168 -23%
MWM
92
MTC Wealth Management
Florida
$28.8M -$185K -1,915 -0.6%
TFA
93
Tobias Financial Advisors
Florida
$28.7M +$28.7M +297,793 New
JHU
94
Johns Hopkins University
Maryland
$27.6M – – –
LWL
95
Leo Wealth LLC
Texas
$27.2M +$27.2M +284,503 New
Marshall Wace
96
Marshall Wace
United Kingdom
$26.6M +$20M +207,545 +303%
SC
97
Schoolcraft Capital
Colorado
$26.6M +$419K +4,351 +2%
E3F
98
Eight 31 Financial
Texas
$26.5M +$26.5M +275,022 New
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.2M -$75.4M -782,617 -74%
LFA
100
LifeGuide Financial Advisors
Pennsylvania
$25.6M -$1.14M -11,832 -4%
2 3
4
5 6