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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 %
CGA
201
Crescent Grove Advisors
Illinois
$8.32M +$2.91M +30,184 +54%
SSWM
202
Smith Salley Wealth Management
North Carolina
$8.29M +$128K +1,323 +2%
PCMU
203
Paragon Capital Management (Utah)
Utah
$8.07M +$1.12M +11,633 +16%
AI
204
Arvest Investments
Arkansas
$7.68M +$7.68M +79,645 New
Betterment LLC
205
Betterment LLC
New York
$7.5M -$48.4K -502 -0.6%
BCI
206
Brinker Capital Investments
Pennsylvania
$7.49M +$3.63M +37,928 +94%
OPS
207
Orion Portfolio Solutions
Nebraska
$7.49M +$3.63M +37,928 +94%
CFG
208
Citizens Financial Group
Rhode Island
$7.34M +$7.34M +76,150 New
FFBTD
209
First Financial Bank - Trust Division
Ohio
$7.26M +$101K +1,045 +1%
TC
210
TAP Consulting
Missouri
$7.22M +$337K +3,500 +5%
CFGF
211
Compass Financial Group (Florida)
Florida
$7.15M +$7.15M +74,130 New
PWM
212
Perigon Wealth Management
California
$7.1M +$5.45M +56,545 +330%
IAN
213
Integrated Advisors Network
Texas
$7.1M -$547K -5,680 -7%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$6.98M +$1.7M +17,683 +32%
BCM
215
Brookstone Capital Management
Illinois
$6.93M -$17.7M -183,433 -72%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$6.88M -$3.83M -39,717 -36%
Man Group
217
Man Group
United Kingdom
$6.8M +$6.8M +70,552 New
EWM
218
Executive Wealth Management
Michigan
$6.73M -$153K -1,587 -2%
SF
219
Synovus Financial
Georgia
$6.69M -$92.3M -957,714 -93%
FDP
220
Financiere des Professionnels
Quebec, Canada
$6.63M +$6.63M +68,750 New
RIM
221
Rakuten Investment Management
Japan
$6.61M +$203K +2,100 +3%
PWMG
222
Pinnacle Wealth Management Group
Michigan
$6.6M +$179K +1,857 +3%
UCFA
223
United Capital Financial Advisors
Texas
$6.41M +$2.84M +29,428 +79%
AI
224
Atria Investments
North Carolina
$6.38M -$3.47K -36 -0.1%
CPIG
225
Chicago Partners Investment Group
Illinois
$6.37M +$3.36M +35,504 +112%
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