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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 %
HFS
201
Hantz Financial Services
Michigan
$5.05M +$5.05M +52,726 New
AI
202
Atria Investments
North Carolina
$4.9M -$1.2M -12,573 -20%
CA
203
Cetera Advisors
Colorado
$4.89M +$3.01M +31,424 +160%
Millennium Management
204
Millennium Management
New York
$4.88M +$1.23M +12,847 +34%
FTS
205
Fifth Third Securities
Ohio
$4.86M -$4.62M -48,225 -49%
SCM
206
Spreng Capital Management
Ohio
$4.8M -$240K -2,510 -5%
ACM
207
Antonetti Capital Management
Florida
$4.78M +$230K +2,400 +5%
IWP
208
Innova Wealth Partners
Pennsylvania
$4.77M -$4.54M -47,408 -49%
SPIA
209
Steward Partners Investment Advisory
New York
$4.77M +$4.52M +47,239 +1,845%
KeyBank National Association
210
KeyBank National Association
Ohio
$4.66M -$626K -6,537 -12%
RCM
211
Rain Capital Management
Oregon
$4.57M +$345K +3,597 +8%
SF
212
Synovus Financial
Georgia
$4.56M -$622K -6,498 -12%
CHAM
213
Clear Harbor Asset Management
Connecticut
$4.49M +$919K +9,595 +26%
BA
214
Ballew Advisors
Mississippi
$4.38M -$36.4K -366 -0.8%
TI
215
Tidal Investments
Wisconsin
$4.32M +$1.26M +13,139 +41%
HA
216
HC Advisors
Georgia
$4.32M +$163K +1,705 +4%
WP
217
WealthSource Partners
California
$4.32M -$5.54M -57,891 -56%
MSAM
218
Moloney Securities Asset Management
Missouri
$4.27M -$149K -1,557 -3%
NL
219
NVWM LLC
Pennsylvania
$4.23M +$2.63M +27,438 +164%
NA
220
Nottingham Advisors
New York
$4.21M -$25.8K -269 -0.6%
PAMS
221
Pictet Asset Management (Switzerland)
Switzerland
$4.14M +$1.99M +20,780 +93%
SWM
222
Shelton Wealth Management
Texas
$4.04M +$1.74M +18,194 +76%
JIR
223
James Investment Research
Ohio
$4M -$474K -4,944 -11%
FTUS
224
Flow Traders U.S.
New York
$3.96M -$19M -198,089 -83%
WAM
225
Watershed Asset Management
California
$3.95M – – –
7 8
9
10 11