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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

698 hedge funds and large institutions have $16B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 214 increasing their positions, 279 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
+14
Holders Change %
+2.05%
% of All Funds
11.8%
Holding in Top 10
78
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.81%
% of All Funds
1.32%
New
118
Increased
214
Reduced
279
Closed
97
Calls
$982M
Puts
$380M
Net Calls
+$602M
Net Calls Change
+$153M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.97B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.35B
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.18B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$376M
5
JHU
Johns Hopkins University
Maryland
$158M

Top Sellers

1
BlackRock
BlackRock
New York
$447M
2
Bank of America
Bank of America
North Carolina
$616M
3
Citadel Advisors
Citadel Advisors
Florida
$71.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$121M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
126
First Trust Advisors
Illinois
$11.6M +$1.18M +11,488 +11%
KF
127
Krilogy Financial
Missouri
$11.3M -$1.33M -13,029 -11%
HCM
128
Hilton Capital Management
New York
$11.3M -$475K -4,643 -4%
RIM
129
Rakuten Investment Management
Japan
$11.1M -$1.34M -13,200 -11%
Renaissance Technologies
130
Renaissance Technologies
New York
$11.1M +$11.1M +108,100 New
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$11M +$9.26M +90,483 +521%
IWP
132
Innova Wealth Partners
Pennsylvania
$10.7M -$10.1M -98,995 -49%
CIAS
133
Capital Investment Advisory Services
North Carolina
$10.7M -$716K -7,004 -6%
OFP
134
OLIO Financial Planning
Virginia
$10.3M -$27.3K -267 -0.3%
FBB
135
Fulton Breakefield Broenniman
Maryland
$10.2M -$329K -3,219 -3%
RFM
136
Royal Fund Management
Florida
$9.88M +$9.88M +96,607 New
Allianz Asset Management
137
Allianz Asset Management
Germany
$9.56M +$9M +87,970 +1,593%
LB
138
Leo Brokerage
Texas
$9.39M +$9.39M +91,792 New
SWM
139
Spire Wealth Management
Virginia
$9.24M +$8.53M +83,371 +1,196%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$9.22M +$428K +4,183 +5%
LA
141
LVW Advisors
New York
$9.14M -$17.6M -172,018 -66%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$8.76M – – –
WP
143
WealthSource Partners
California
$8.62M +$849K +8,299 +11%
CFC
144
Client First Capital
California
$8.3M +$114K +1,116 +1%
MMA
145
Miracle Mile Advisors
California
$8.29M +$1.28M +12,522 +18%
WJA
146
Willis Johnson & Associates
Texas
$8.27M +$299K +2,919 +4%
AWM
147
Axxcess Wealth Management
California
$8.22M +$7.9M +77,200 +2,425%
Lido Advisors
148
Lido Advisors
California
$8.1M -$1.24M -12,168 -13%
Lazard Asset Management
149
Lazard Asset Management
New York
$8.07M -$9.36M – –
HCA
150
Heck Capital Advisors
Wisconsin
$7.9M +$7.9M +77,208 New
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