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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 %
PCMU
201
Paragon Capital Management (Utah)
Utah
$6.61M +$296K +3,230 +5%
TC
202
TAP Consulting
Missouri
$6.54M +$3.77M +41,128 +136%
EWM
203
Executive Wealth Management
Michigan
$6.54M -$14K -153 -0.2%
FBB
204
Fulton Breakefield Broenniman
Maryland
$6.51M -$693K -7,565 -10%
NA
205
NewEdge Advisors
Louisiana
$6.49M +$1.06M +11,524 +19%
Marshall Wace
206
Marshall Wace
United Kingdom
$6.26M +$4.47M +48,824 +250%
AIP
207
Almanack Investment Partners
Pennsylvania
$6.22M +$439K +4,793 +8%
PWMG
208
Pinnacle Wealth Management Group
Michigan
$6.11M -$739K -8,071 -11%
RIM
209
Rakuten Investment Management
Japan
$6.07M -$137K -1,500 -2%
AI
210
Atria Investments
North Carolina
$6.07M -$349K -3,806 -5%
PWG
211
Portside Wealth Group
Utah
$6M +$206K +2,255 +4%
SFA
212
Semmax Financial Advisors
North Carolina
$5.98M +$5.98M +65,604 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$5.88M -$26K -284 -0.4%
UIA
214
UG Investment Advisers
Taiwan
$5.83M – – –
HCM
215
Hollencrest Capital Management
California
$5.76M -$56.7K -619 -1%
PWM
216
Pacific Wealth Management
California
$5.72M +$78.8K +860 +1%
IWP
217
Innova Wealth Partners
Pennsylvania
$5.71M -$11.4M -124,920 -67%
LGWM
218
Litman Gregory Wealth Management
California
$5.65M +$306K +3,338 +6%
WCM
219
Wunderlich Capital Managemnt
Tennessee
$5.64M -$148K -1,619 -3%
ACM
220
Antonetti Capital Management
Florida
$5.48M -$203K -2,211 -4%
APWA
221
Atlas Private Wealth Advisors
New Jersey
$5.44M +$2.9M +31,634 +114%
LFASL
222
Lugano Financial Advisors SA (LFA)
Switzerland
$5.34M -$159K -1,741 -3%
Prudential Financial
223
Prudential Financial
New Jersey
$5.27M -$489K -5,336 -8%
RJT
224
Raymond James Trust
Florida
$5.19M -$273K -2,977 -5%
CGA
225
Crescent Grove Advisors
Illinois
$5.14M +$826K +9,015 +19%
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