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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 Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$20.4M +$1.67M +16,863 +9%
KAS
102
Kestra Advisory Services
Texas
$19.9M +$11M +111,131 +124%
WPA
103
West Paces Advisors
Georgia
$19.9M +$3.46M +34,859 +21%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$19.7M +$8.69M +87,721 +79%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$19.4M -$3.07M -30,959 -14%
SIM
106
SSI Investment Management
California
$18.9M +$1.53M +15,456 +9%
OLVIG
107
Oliver Lagore Vanvalin Investment Group
Michigan
$18.7M +$8.64M +87,196 +86%
CAG
108
Csenge Advisory Group
Florida
$18.2M +$17.8M +179,159 +3,848%
FTS
109
Fifth Third Securities
Ohio
$18.2M +$13.1M +132,435 +261%
Barclays
110
Barclays
United Kingdom
$18M +$18M +181,317 New
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$17.4M +$8.39M +84,649 +93%
Betterment LLC
112
Betterment LLC
New York
$17.2M -$2.09M -21,085 -11%
MG
113
Mather Group
Illinois
$16.7M -$3.67M -37,066 -18%
PRS
114
Pinkerton Retirement Specialists
Idaho
$16.6M -$1.38M -13,933 -8%
SC
115
Sinecera Capital
Texas
$15.7M -$51.3K -518 -0.3%
IWP
116
Innova Wealth Partners
Pennsylvania
$15.7M +$10.7M +108,355 +217%
HWM
117
Heirloom Wealth Management
Colorado
$15.7M +$3.5M +35,342 +29%
Squarepoint
118
Squarepoint
New York
$15.5M +$15.5M +156,750 New
PPW
119
Parcion Private Wealth
Washington
$15.4M -$1.36M -13,747 -8%
CA
120
Cetera Advisors
Colorado
$15.2M +$10.1M +102,000 +200%
KWM
121
Kingsview Wealth Management
Oregon
$15M +$5.8M +58,540 +63%
SLF
122
Sun Life Financial
Ontario, Canada
$15M +$15M +152,000 New
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$15M +$1.19M +12,043 +9%
Cerity Partners
124
Cerity Partners
New York
$14.9M +$14.7M +148,132 +5,928%
OIA
125
OneDigital Investment Advisors
Kansas
$14.3M +$3.26M +32,896 +29%
3 4
5
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