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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
Mariner
Kansas
$169M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M
5
CF
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
Charles Schwab
California
$528M
3
UBS Group
UBS Group
Switzerland
$756M
4
PC
Peavine Capital
Nevada
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
151
SSI Investment Management
California
$12.9M -$7.84M -81,354 -38%
AAS
152
Avantax Advisory Services
Texas
$12.9M +$1.85M +19,200 +17%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$12.5M +$4.93M +51,148 +65%
SG Americas Securities
154
SG Americas Securities
New York
$12.5M -$4.92K -51 -0%
MC
155
Middleton & Co
Massachusetts
$12.4M +$176K +1,825 +1%
SC
156
Sinecera Capital
Texas
$12.4M +$1.89M +19,848 +18%
AWA
157
Arete Wealth Advisors
Illinois
$12.2M +$11.8M +122,338 +3,193%
SHFP
158
Second Half Financial Partners
Florida
$12M -$1.69M -17,529 -12%
First Trust Advisors
159
First Trust Advisors
Illinois
$12M -$2.07M -21,453 -15%
HTC
160
Haverford Trust Company
Pennsylvania
$11.8M +$1.33M +13,800 +13%
IIA
161
IPG Investment Advisors
California
$11.7M -$3.22M -33,338 -22%
BWM
162
Bulltick Wealth Management
Florida
$11.6M +$6.67M +69,239 +136%
Comerica Bank
163
Comerica Bank
Texas
$11.6M +$1.59M +16,484 +16%
CANY
164
Caxton Associates (New York)
New York
$11.3M – – –
Simplex Trading
165
Simplex Trading
Illinois
$11.2M +$11.2M +116,620 New
PCM
166
Presidio Capital Management
California
$11.1M +$2.63M +27,277 +31%
PWP
167
Principle Wealth Partners
Connecticut
$11M +$11M +113,638 New
FAT
168
First American Trust
California
$10.8M +$133K +1,383 +1%
USCWA
169
U.S. Capital Wealth Advisors
Texas
$10.8M +$8.62M +89,447 +394%
GWM
170
GDS Wealth Management
Texas
$10.7M +$1.18M +12,276 +12%
TNBTD
171
Trustmark National Bank Trust Department
Mississippi
$10.7M +$5.85M +60,677 +121%
DCM
172
Dimension Capital Management
Florida
$10.5M +$10.5M +109,077 New
JCM
173
Janney Capital Management
Pennsylvania
$10.5M -$686K -7,116 -6%
9WM
174
9258 Wealth Management
Ohio
$10.5M +$521K +5,405 +5%
EH
175
Equitable Holdings
New York
$10.3M -$165K -1,715 -2%
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