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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

726 hedge funds and large institutions have $43.8B invested in iShares 7-10 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
11.71%
Holding in Top 10
84
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.2%
% of All Funds
1.36%
New
134
Increased
206
Reduced
300
Closed
109
Calls
$452M
Puts
$236M
Net Calls
+$216M
Net Calls Change
+$184M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$25.3B
2
Charles Schwab
Charles Schwab
California
$1.09B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.01B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$359M
5
BlackRock
BlackRock
New York
$745M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$227M
2
AssetMark Inc
AssetMark Inc
California
$87.5M
3
CWM
Congress Wealth Management
Massachusetts
$1.57M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
5
Jane Street
Jane Street
New York
$94.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
176
Capital Investment Advisory Services
North Carolina
$6.4M -$3.66M -38,228 -36%
UB
177
UMB Bank
Missouri
$6.39M -$7.81M -81,506 -55%
WCM
178
Wunderlich Capital Managemnt
Tennessee
$6.32M +$6.32M +65,980 New
EWM
179
Executive Wealth Management
Michigan
$6.27M +$5.87M +61,335 +1,473%
CIBC World Market
180
CIBC World Market
Ontario, Canada
$6.25M -$745K -7,783 -11%
FFM
181
Fullerton Fund Management
Singapore
$6.13M -$52.8M -551,065 -90%
ACM
182
Ashford Capital Management
Delaware
$6.11M +$4.89M +51,104 +401%
FLPIM
183
F.L. Putnam Investment Management
Massachusetts
$6.05M +$2.88M +30,075 +91%
IAN
184
Integrated Advisors Network
Texas
$6.02M +$1.69M +17,597 +39%
PCMU
185
Paragon Capital Management (Utah)
Utah
$5.92M +$8.81K +92 +0.1%
FAT
186
First American Trust
California
$5.9M -$394K -4,111 -6%
APW
187
Acima Private Wealth
Virginia
$5.8M -$110K -1,152 -2%
PWM
188
Pacific Wealth Management
California
$5.77M -$125K -1,305 -2%
GWM
189
Geneos Wealth Management
Colorado
$5.68M -$110K -1,150 -2%
OFP
190
OLIO Financial Planning
Virginia
$5.63M -$3.02M -31,553 -35%
LGWM
191
Litman Gregory Wealth Management
California
$5.55M +$185K +1,934 +3%
BWM
192
Biltmore Wealth Management
Arizona
$5.42M -$312K -3,258 -5%
LFASL
193
Lugano Financial Advisors SA (LFA)
Switzerland
$5.4M -$333K -3,472 -6%
FIM
194
Freedom Investment Management
Connecticut
$5.38M -$201K -2,094 -4%
AIP
195
Almanack Investment Partners
Pennsylvania
$5.36M +$4.4M +45,958 +458%
PAS
196
Park Avenue Securities
New York
$5.26M +$491K +5,123 +10%
TF
197
Trek Financial
Arizona
$5.23M +$5.23M +54,607 New
TSA
198
Tri-Star Advisors
Texas
$5.19M +$5.19M +52,551 New
GRP
199
Global Retirement Partners
California
$5.12M +$88.4K +923 +2%
I
200
INVST
Indiana
$5.11M -$348K -3,509 -6%
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