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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

792 hedge funds and large institutions have $24.3B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 281 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-8
Holders Change %
-1%
% of All Funds
12.63%
Holding in Top 10
91
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.19%
% of All Funds
1.45%
New
104
Increased
311
Reduced
281
Closed
102
Calls
$453M
Puts
$320M
Net Calls
+$132M
Net Calls Change
+$293M

Top Buyers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$165M
2
Morgan Stanley
Morgan Stanley
New York
$1.41B
3
Members Trust
Members Trust
Florida
$317M
4
SF
Synovus Financial
Georgia
$94.1M
5
BTI
Blue Trust Inc
Georgia
$406M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$525M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
3
BlackRock
BlackRock
New York
$414M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$53M
5
Jane Street
Jane Street
New York
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Palumbo Wealth Management
New York
$10.6M -$815K -8,903 -7%
AAS
152
Avantax Advisory Services
Texas
$10.5M -$543K -5,930 -5%
PAG
153
Private Advisor Group
New Jersey
$10.3M -$2.62M -28,632 -20%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$10.2M +$3.64M +39,786 +56%
FAT
155
First American Trust
California
$10.2M -$345K -3,765 -3%
SC
156
Sinecera Capital
Texas
$10.1M -$4.21M -45,998 -29%
GW
157
GW & Wade
Massachusetts
$10.1M +$924K +10,087 +10%
FFA
158
First Foundation Advisors
California
$10M +$4.28M +46,759 +74%
TF
159
Trek Financial
Arizona
$9.98M -$10.6M -115,853 -52%
EH
160
Equitable Holdings
New York
$9.91M +$9.01M +98,417 +1,006%
HTC
161
Haverford Trust Company
Pennsylvania
$9.9M +$356K +3,883 +4%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$9.89M -$2.85M -31,157 -22%
SWM
163
Spire Wealth Management
Virginia
$9.86M +$142K +1,553 +1%
AWM
164
Axxcess Wealth Management
California
$9.66M +$5.08M +55,437 +111%
Comerica Bank
165
Comerica Bank
Texas
$9.49M +$9.49M +103,654 New
ACP
166
Aveo Capital Partners
Colorado
$9.46M -$5.54M -60,455 -37%
9WM
167
9258 Wealth Management
Ohio
$9.45M -$85.2K -930 -0.9%
PPP
168
Private Portfolio Partners
New Jersey
$9.42M +$1.14M +12,413 +14%
IWC
169
Integrated Wealth Concepts
Massachusetts
$9.36M -$1.65M -18,064 -15%
BGDI
170
BW Gestao de Investimentos
Brazil
$9.32M +$3.03M +33,100 +48%
HI
171
Hudock Inc
Pennsylvania
$9.27M +$8.28M +90,378 +832%
Allianz Asset Management
172
Allianz Asset Management
Germany
$9.13M -$5.22M -57,000 -36%
NL
173
NVWM LLC
Pennsylvania
$9.06M +$520K +5,676 +6%
TAM
174
TCP Asset Management
Ohio
$9.03M +$232K +2,536 +3%
GWM
175
GDS Wealth Management
Texas
$9.02M +$1.04M +11,332 +13%
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