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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

712 hedge funds and large institutions have $17.3B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 289 increasing their positions, 224 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+14
Holders Change %
+2.01%
% of All Funds
12.31%
Holding in Top 10
83
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.41%
% of All Funds
1.44%
New
111
Increased
289
Reduced
224
Closed
84
Calls
$698M
Puts
$665M
Net Calls
+$32.3M
Net Calls Change
-$570M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.8B
2
RJA
2
Raymond James & Associates
Florida
$247M
3
BlackRock
3
BlackRock
New York
$601M
4
UBS Group
4
UBS Group
Switzerland
$265M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$485M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$945M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$184M
3
Goldman Sachs
3
Goldman Sachs
New York
$65.6M
4
WCM
4
Wealthcare Capital Management
Virginia
$259M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
126
M Holdings Securities
Oregon
$12.3M +$136K +1,414 +1%
PI
127
Parkside Investments
Illinois
$12.1M +$5.53M +57,575 +85%
OMC
128
Old Mission Capital
Illinois
$12M +$12M +125,121 New
KF
129
Krilogy Financial
Missouri
$11.9M +$1.29M +13,419 +12%
WCP
130
Wick Capital Partners
Pennsylvania
$11.8M -$1.81M -18,852 -13%
KWM
131
Kingsview Wealth Management
Oregon
$11.7M -$1.22M -12,722 -9%
CC
132
Cypress Capital
Tennessee
$11.4M +$130K +1,353 +1%
ACA
133
Anchor Capital Advisors
Massachusetts
$10.6M -$5.37M -55,913 -34%
BPWM
134
Badgley Phelps Wealth Managers
Washington
$10.6M +$10.6M +110,184 New
JF
135
Jump Financial
Illinois
$10.5M +$10.5M +108,923 New
UCFA
136
United Capital Financial Advisors
Texas
$10.3M +$4.57M +47,596 +80%
CIAS
137
Capital Investment Advisory Services
North Carolina
$10.1M +$46.4K +483 +0.5%
HCM
138
Hilton Capital Management
New York
$9.95M -$651K -6,786 -6%
RIM
139
Rakuten Investment Management
Japan
$9.89M -$616K -6,400 -6%
WP
140
WealthSource Partners
California
$9.89M +$1.8M +18,703 +22%
FTS
141
Fifth Third Securities
Ohio
$9.5M -$5.58M -58,093 -37%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$9.43M -$923K -9,613 -9%
RFM
143
Royal Fund Management
Florida
$9.41M +$135K +1,402 +1%
IWP
144
Innova Wealth Partners
Pennsylvania
$9.34M -$732K -7,629 -7%
FBB
145
Fulton Breakefield Broenniman
Maryland
$9.2M -$370K -3,850 -4%
OFP
146
OLIO Financial Planning
Virginia
$8.67M -$982K -10,229 -10%
PWM
147
Palumbo Wealth Management
New York
$8.64M -$4.1M -42,733 -32%
EC
148
Estate Counselors
Wisconsin
$8.53M +$8.53M +88,875 New
KAS
149
Kestra Advisory Services
Texas
$8.48M -$9.95M -103,654 -54%
FHB
150
First Hawaiian Bank
Hawaii
$8.36M +$1.59M +16,547 +23%
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