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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.

New
Increased
Maintained
Reduced
Closed
Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.48%
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
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
Morgan Stanley
New York
$1.23B
4
UBS Group
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
BlackRock
New York
$547M
3
Fisher Asset Management
Fisher Asset Management
Washington
$820M
4
JHU
Johns Hopkins University
Maryland
$28.4M
5
RBA
Richard Bernstein Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$14.2M -$2.21M -22,256 -13%
RFS
127
Retirement Financial Solutions
Tennessee
$14.2M +$944K +9,524 +7%
SFS
128
Starfox Financial Services
Texas
$14.1M +$293K +2,946 +2%
MMA
129
Miracle Mile Advisors
California
$14M -$309K -3,116 -2%
Amundi
130
Amundi
France
$14M +$5.64M +56,100 +68%
UB
131
UMB Bank
Missouri
$13.9M +$7.31M +73,705 +111%
HCA
132
Heck Capital Advisors
Wisconsin
$13.8M +$3.33M +33,564 +32%
VFA
133
Voya Financial Advisors
Connecticut
$13.7M +$13.7M +139,101 New
PI
134
Parkside Investments
Illinois
$13.7M +$590K +5,954 +5%
AWS
135
Atria Wealth Solutions
New York
$13.5M +$9.49M +95,695 +238%
RWM
136
Rezny Wealth Management
Florida
$13.3M +$13.3M +134,060 New
CAL
137
Capital Analysts LLC
Pennsylvania
$13.3M +$11.7M +117,784 +724%
IWC
138
Integrated Wealth Concepts
Massachusetts
$13.2M -$90.7M -915,303 -87%
PAS
139
Park Avenue Securities
New York
$13.1M +$7.64M +77,045 +140%
TAM
140
TCP Asset Management
Ohio
$13M +$2.48M +24,976 +23%
SG Americas Securities
141
SG Americas Securities
New York
$13M -$1.33M -13,453 -9%
TF
142
Trek Financial
Arizona
$12.8M +$7.34M +74,059 +136%
VAS
143
Vestmark Advisory Solutions
Massachusetts
$12.4M +$10.4M +104,455 +511%
HH
144
Hilltop Holdings
Texas
$12.3M +$12.3M +124,124 New
First Trust Advisors
145
First Trust Advisors
Illinois
$12.2M -$155K -1,564 -1%
Brown Advisory
146
Brown Advisory
Maryland
$12.2M -$2.84M -28,619 -19%
PWM
147
Palumbo Wealth Management
New York
$12.2M +$357K +3,606 +3%
Millennium Management
148
Millennium Management
New York
$12.1M +$7.05M +71,140 +140%
JCM
149
Janney Capital Management
Pennsylvania
$12.1M -$475K -4,788 -4%
PP
150
Prudential plc
United Kingdom
$11.9M +$10.7M +107,742 +875%
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