IEF icon

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 %
SCP
176
Syntal Capital Partners
Texas
$8.89M -$20.3M -221,186 -69%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$8.78M +$474K +5,180 +6%
FHB
178
First Hawaiian Bank
Hawaii
$8.57M – – –
JIR
179
James Investment Research
Ohio
$8.49M +$28.8K +314 +0.3%
KAS
180
Kestra Advisory Services
Texas
$8.39M -$976K -10,655 -10%
BBVA
181
Banco Bilbao Vizcaya Argentaria
Spain
$8.26M +$1.78M +19,454 +28%
OIA
182
OneDigital Investment Advisors
Kansas
$8.18M -$3.93M -42,928 -32%
ACM
183
Ashford Capital Management
Delaware
$8.05M +$374K +4,082 +5%
PCM
184
Presidio Capital Management
California
$8M +$7.64M +83,453 +2,115%
WFA
185
Wellspring Financial Advisors
Ohio
$7.77M +$6.14K +67 +0.1%
TFA
186
Transamerica Financial Advisors
Florida
$7.76M -$22K -240 -0.3%
SSWM
187
Smith Salley Wealth Management
North Carolina
$7.76M +$210K +2,291 +3%
SWP
188
Summit Wealth Partners
Florida
$7.62M +$988K +10,792 +15%
CG
189
Cutler Group
California
$7.5M +$6.52M +71,153 +665%
HCA
190
Heck Capital Advisors
Wisconsin
$7.47M -$7.56M -82,554 -50%
IAN
191
Integrated Advisors Network
Texas
$7.27M -$295K -3,218 -4%
AA
192
Ancora Advisors
Ohio
$7.24M +$8.15K +89 +0.1%
CIBC World Market
193
CIBC World Market
Ontario, Canada
$7.22M +$118K +1,286 +2%
Betterment LLC
194
Betterment LLC
New York
$7.17M -$3.47M -37,871 -33%
APW
195
Acima Private Wealth
Virginia
$7.11M +$1.32M +14,410 +23%
SHJ
196
Sharkey, Howes & Javer
Colorado
$6.97M +$497K +5,425 +8%
FFBTD
197
First Financial Bank - Trust Division
Ohio
$6.8M +$6.8M +74,292 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$6.69M -$12.5M -135,983 -65%
CFC
199
Client First Capital
California
$6.67M -$152K -1,655 -2%
PA
200
Pinnacle Associates
New York
$6.66M +$944K +10,309 +17%
6 7
8
9 10