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

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$945M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$184M
3
Goldman Sachs
Goldman Sachs
New York
$65.6M
4
WCM
Wealthcare Capital Management
Virginia
$259M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
176
Brown Advisory
Maryland
$6.03M +$6.03M +62,810 New
PCMU
177
Paragon Capital Management (Utah)
Utah
$5.93M +$65.8K +685 +1%
APW
178
Acima Private Wealth
Virginia
$5.92M +$172K +1,787 +3%
PWM
179
Pacific Wealth Management
California
$5.91M -$83.5K -870 -1%
Aberdeen Group
180
Aberdeen Group
United Kingdom
$5.89M +$5.89M +61,371 New
GWM
181
Geneos Wealth Management
Colorado
$5.81M +$478K +4,981 +9%
PAG
182
Private Advisor Group
New Jersey
$5.75M +$1.47M +15,326 +34%
LFASL
183
Lugano Financial Advisors SA (LFA)
Switzerland
$5.75M +$5.75M +59,868 New
BWM
184
Biltmore Wealth Management
Arizona
$5.75M +$369K +3,847 +7%
PPP
185
Private Portfolio Partners
New Jersey
$5.62M +$970K +10,109 +21%
OIA
186
OneDigital Investment Advisors
Kansas
$5.61M +$2.43M +25,355 +77%
FIM
187
Freedom Investment Management
Connecticut
$5.59M +$1.4M +14,588 +33%
MWM
188
Moulton Wealth Management
Washington
$5.59M -$20.1M -209,261 -78%
SEM
189
Strategic Equity Management
Arizona
$5.56M +$57.5K +599 +1%
KCM
190
Karp Capital Management
California
$5.43M +$5.43M +56,524 New
HCM
191
Highview Capital Management
Illinois
$5.42M +$5.42M +56,428 New
LGWM
192
Litman Gregory Wealth Management
California
$5.38M +$165K +1,717 +3%
AWE
193
Avidian Wealth Enterprises
Texas
$5.33M +$4.84M +50,373 +975%
KeyBank National Association
194
KeyBank National Association
Ohio
$5.3M -$364K -3,788 -6%
EF
195
Empowered Funds
Pennsylvania
$5.29M +$5.29M +55,068 New
SWA
196
Stratos Wealth Advisors
Ohio
$5.25M +$4.84M +50,445 +1,189%
GWM
197
Graybill Wealth Management
Illinois
$5.22M +$18.7K +195 +0.4%
I
198
INVST
Indiana
$5.21M -$59.5K -629 -1%
SF
199
Synovus Financial
Georgia
$5.2M +$819K +8,525 +19%
SCM
200
Spreng Capital Management
Ohio
$5.05M -$195K -2,035 -4%
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