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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 %
IIA
176
IPG Investment Advisors
California
$8.62M +$6.67M +67,245 +340%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$8.37M +$230K +2,324 +3%
NA
178
NewEdge Advisors
Louisiana
$8.34M +$5.78M +58,081 +226%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$8.32M +$2.06M +20,776 +33%
TFA
180
Transamerica Financial Advisors
Florida
$8.3M -$2.75M -27,782 -25%
FBB
181
Fulton Breakefield Broenniman
Maryland
$8.29M -$242K -2,439 -3%
CA
182
Continuum Advisory
Idaho
$8.21M +$7.47M +75,398 +1,017%
PPP
183
Private Portfolio Partners
New Jersey
$8.21M +$1.53M +15,483 +23%
FHB
184
First Hawaiian Bank
Hawaii
$8.08M +$818K +8,256 +11%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$8.07M +$1.61M +16,244 +25%
GWM
186
GDS Wealth Management
Texas
$7.93M +$7.93M +79,958 New
NL
187
NVWM LLC
Pennsylvania
$7.91M +$3.54M +35,692 +81%
AA
188
Ancora Advisors
Ohio
$7.83M +$3.77M +38,008 +93%
JIR
189
James Investment Research
Ohio
$7.81M +$3.67M +37,045 +89%
PAG
190
Private Advisor Group
New Jersey
$7.77M +$1.5M +15,103 +24%
SSWM
191
Smith Salley Wealth Management
North Carolina
$7.7M -$1.83M -18,414 -19%
KF
192
Krilogy Financial
Missouri
$7.66M -$5.23M -52,721 -41%
ACM
193
Advance Capital Management
Michigan
$7.55M -$14.9M -150,003 -66%
GEM
194
Global Endowment Management
North Carolina
$7.42M – – –
CFC
195
Client First Capital
California
$7.35M -$391K -3,947 -5%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$7.33M -$1.75M -17,702 -19%
RCG
197
Regatta Capital Group
California
$7.31M – – –
CC
198
Carrhae Capital
United Kingdom
$7.26M -$12M -121,442 -62%
FIM
199
Freedom Investment Management
Connecticut
$7.21M +$1.65M +16,623 +30%
IG
200
ING Group
Netherlands
$7.2M +$7.2M +72,600 New
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