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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 %
FFA
176
First Foundation Advisors
California
$10.2M -$333K -3,457 -3%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$10.2M -$2.46M -25,501 -19%
RCM
178
Rain Capital Management
Oregon
$10M +$5.29M +54,875 +112%
AG
179
AIA Group
Hong Kong
$9.99M +$9.99M +103,600 New
SWM
180
Spire Wealth Management
Virginia
$9.93M -$287K -3,025 -3%
OIA
181
OneDigital Investment Advisors
Kansas
$9.88M +$1.27M +13,186 +15%
Allianz Asset Management
182
Allianz Asset Management
Germany
$9.87M +$260K +2,700 +3%
HI
183
Hudock Inc
Pennsylvania
$9.85M +$89.5K +928 +0.9%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$9.73M +$2.7M +27,963 +38%
CW
185
Connectus Wealth
Ohio
$9.61M -$5.27M -54,459 -35%
PI
186
Parkside Investments
Illinois
$9.56M -$2.2M -22,799 -19%
SL
187
Systelligence LLC
Minnesota
$9.32M +$9.32M +96,738 New
NA
188
NewEdge Advisors
Louisiana
$9.31M +$2.53M +26,453 +37%
ACM
189
Ashford Capital Management
Delaware
$9.3M +$828K +8,594 +10%
WFA
190
Wellspring Financial Advisors
Ohio
$9.2M +$1.02M +10,565 +12%
NL
191
NVWM LLC
Pennsylvania
$9.18M -$352K -3,651 -4%
HCA
192
Heck Capital Advisors
Wisconsin
$9.18M +$1.32M +13,675 +17%
CAM
193
Cresset Asset Management
Illinois
$8.94M -$2.96M -30,707 -25%
SWP
194
Summit Wealth Partners
Florida
$8.74M +$715K +7,421 +9%
PAG
195
Private Advisor Group
New Jersey
$8.69M -$2.18M -22,655 -20%
PWM
196
Palumbo Wealth Management
New York
$8.65M -$2.46M -25,485 -22%
PA
197
Pinnacle Associates
New York
$8.59M +$1.58M +16,393 +23%
FMWA
198
Forvis Mazars Wealth Advisors
Missouri
$8.47M -$764K -7,930 -8%
IWC
199
Integrated Wealth Concepts
Massachusetts
$8.43M -$1.42M -14,752 -14%
AF
200
Alerus Financial
North Dakota
$8.36M +$8.36M +86,715 New
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