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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 %
EWM
201
Executive Wealth Management
Michigan
$7.17M +$681K +6,870 +10%
HCM
202
Hollencrest Capital Management
California
$7.13M +$51K +515 +0.7%
OAJ
203
Ogorek Anthony Joseph
New York
$6.99M +$6.88M +69,421 +6,265%
ACM
204
Ashford Capital Management
Delaware
$6.97M +$640K +6,452 +10%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$6.87M -$386K -3,896 -5%
Citadel Advisors
206
Citadel Advisors
Florida
$6.76M +$6.76M +68,165 New
SHJ
207
Sharkey, Howes & Javer
Colorado
$6.7M +$3.25M +32,832 +95%
HFS
208
Hantz Financial Services
Michigan
$6.62M +$1.39M +14,067 +27%
CIAS
209
Capital Investment Advisory Services
North Carolina
$6.53M -$94.7K -955 -1%
IPW
210
IronBridge Private Wealth
Texas
$6.49M +$6.49M +65,474 New
SWP
211
Summit Wealth Partners
Florida
$6.45M +$5.81M +58,645 +914%
WCM
212
Wunderlich Capital Managemnt
Tennessee
$6.41M -$129K -1,302 -2%
VIA
213
Vident Investment Advisory
Georgia
$6.4M -$965K -9,736 -13%
APW
214
Acima Private Wealth
Virginia
$6.28M +$275K +2,772 +5%
PWM
215
Pacific Wealth Management
California
$6.26M +$290K +2,924 +5%
Lido Advisors
216
Lido Advisors
California
$6.18M -$514K -5,186 -8%
ACM
217
Antonetti Capital Management
Florida
$6.15M +$1.21M +12,180 +24%
PCMU
218
Paragon Capital Management (Utah)
Utah
$6.03M -$101K -1,020 -2%
FAT
219
First American Trust
California
$6M -$106K -1,069 -2%
AIP
220
Almanack Investment Partners
Pennsylvania
$5.95M +$403K +4,064 +7%
IA
221
IFP Advisors
Florida
$5.95M -$2.45M -23,412 -29%
LNC
222
Lincoln National Corp
Pennsylvania
$5.9M -$1.06M -10,682 -15%
LFASL
223
Lugano Financial Advisors SA (LFA)
Switzerland
$5.86M +$275K +2,770 +5%
FCM
224
Fourpath Capital Management
Oklahoma
$5.78M +$5.78M +58,291 New
BWM
225
Biltmore Wealth Management
Arizona
$5.72M +$109K +1,097 +2%
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