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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 %
TPCW
126
TD Private Client Wealth
New York
$13.1M 107,128 +194 +0.2%
PWPCM
127
Perella Weinberg Partners Capital Management
New York
$13M 107,067 +107,067 New
GW
128
GW & Wade
Massachusetts
$12.9M 106,185 +2,831 +3%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$12.8M 104,818 -101,851 -49%
BZWA
130
Blue Zone Wealth Advisors
California
$12.6M 103,399 -2,713 -3%
TFA
131
Transamerica Financial Advisors
Florida
$12.5M 102,635 +102,248 +26,421%
GWM
132
Geneos Wealth Management
Colorado
$12.4M 101,963 -32,661 -24%
KeyBank National Association
133
KeyBank National Association
Ohio
$12M 98,107 +8,414 +9%
RA
134
Rational Advisors
New York
$11.9M 97,740 +14,712 +18%
UCFA
135
United Capital Financial Advisors
Texas
$11.4M 93,816 +2,910 +3%
BL
136
BFSG LLC
California
$11.3M 93,104 +42,690 +85%
PFP
137
Pinnacle Financial Partners
Tennessee
$11.3M 92,990 +58,284 +168%
LJAC
138
L.J. Altfest & Co
New York
$11.3M 92,777 -77,014 -45%
First Trust Advisors
139
First Trust Advisors
Illinois
$11.2M 91,585 -5,676 -6%
NFG
140
Next Financial Group
Texas
$11M 90,634 +76,575 +545%
Lazard Asset Management
141
Lazard Asset Management
New York
– – – –
CIBC World Market
142
CIBC World Market
Ontario, Canada
$10.9M 89,049 -9,310 -9%
SF
143
Synovus Financial
Georgia
$10.7M 88,172 -14,367 -14%
Lido Advisors
144
Lido Advisors
California
$10.7M 88,159 -870 -1%
MM
145
Meridian Management
Arkansas
$10.7M 87,393 -16,656 -16%
WPA
146
West Paces Advisors
Georgia
$10.6M 87,268 -1,824 -2%
EC
147
Estate Counselors
Wisconsin
$10.5M 86,040 -5,620 -6%
BSB
148
Bangor Savings Bank
Maine
$10.5M 86,020 +2,641 +3%
CA
149
Clearstead Advisors
Ohio
$10.5M 85,806 -20,237 -19%
FIA
150
Foundations Investment Advisors
Arizona
$10.4M 85,601 -987,685 -92%
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