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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 %
LB
151
Leo Brokerage
Texas
$11.5M +$11.5M +116,316 New
MWM
152
MTC Wealth Management
Florida
$11.5M +$11.5M +115,522 New
Bank of New York Mellon
153
Bank of New York Mellon
New York
$11.2M +$1.9M +19,208 +21%
RIM
154
Rakuten Investment Management
Japan
$10.9M -$148K -1,500 -1%
TA
155
Tactive Advisors
Florida
$10.9M -$4.25M -42,852 -28%
SHFP
156
Second Half Financial Partners
Florida
$10.6M +$10.6M +106,933 New
CW
157
Connectus Wealth
Ohio
$10.6M +$8.57M +86,325 +422%
UIA
158
UG Investment Advisers
Taiwan
$10.3M -$991K -10,000 -9%
WP
159
WealthShield Partners
North Carolina
$10.1M +$9.66M +97,422 +2,333%
SWM
160
Spire Wealth Management
Virginia
$10.1M +$2.18M +21,975 +28%
UCFA
161
United Capital Financial Advisors
Texas
$9.97M -$469K -4,731 -4%
FGA
162
Fortis Group Advisors
New Jersey
$9.7M +$9.7M +97,307 New
LWP
163
Laurel Wealth Planning
Minnesota
$9.45M +$907K +9,150 +11%
Mariner
164
Mariner
Kansas
$9.37M +$7.83M +79,042 +510%
CRI
165
Colonial River Investments
Virginia
$9.33M +$9.33M +94,083 New
9WM
166
9258 Wealth Management
Ohio
$9.28M +$6.14M +61,940 +195%
HCM
167
Hilton Capital Management
New York
$9.24M -$680K -7,096 -7%
FMWA
168
Forvis Mazars Wealth Advisors
Missouri
$9.17M -$4.46M -45,015 -33%
BEC
169
Blue Edge Capital
Virginia
$8.93M -$3.84M -38,768 -30%
AAS
170
Avantax Advisory Services
Texas
$8.85M +$1.55M +15,655 +21%
GW
171
GW & Wade
Massachusetts
$8.82M +$1.21M +12,176 +16%
Prudential Financial
172
Prudential Financial
New Jersey
$8.79M +$2.01M +20,271 +30%
WJA
173
Willis Johnson & Associates
Texas
$8.73M +$352K +3,549 +4%
WMR
174
Wealth Management Resources
Rhode Island
$8.7M +$270K +2,726 +3%
IAN
175
Integrated Advisors Network
Texas
$8.68M +$2.45M +24,682 +39%
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