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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

631 hedge funds and large institutions have $16.3B invested in iShares 7-10 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 263 increasing their positions, 190 reducing their positions, and 71 closing their positions.

Holders
631
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.97%
Holding in Top 10
97
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.04%
% of All Funds
1.99%
New
100
Increased
263
Reduced
190
Closed
71
Calls
$361M
Puts
$1.66B
Net Calls
-$1.3B
Net Calls Change
-$670M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$716M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$410M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$512M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.5B
5
Bank of America
5
Bank of America
North Carolina
$648M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B
2
Charles Schwab
2
Charles Schwab
California
$66.8M
3
CL
3
Cabana LLC
Arkansas
$233K
4
FIA
4
Foundations Investment Advisors
Arizona
$10.4M
5
SWM
5
SVA Wealth Management
Wisconsin
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.14B 25,786,183 -6,383,135 -20%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.5B 20,541,104 +2,526,416 +14%
AssetMark Inc
3
AssetMark Inc
California
$716M 5,893,753 +4,538,555 +335%
Bank of America
4
Bank of America
North Carolina
$648M 5,317,953 +1,265,850 +31%
Wells Fargo
5
Wells Fargo
California
$594M 4,874,776 +378,034 +8%
Morgan Stanley
6
Morgan Stanley
New York
$551M 4,520,949 +934,483 +26%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$512M 4,204,590 +2,670,507 +174%
CCMG
8
Clark Capital Management Group
Pennsylvania
$410M 3,360,345 +3,358,372 +170,217%
Ameriprise
9
Ameriprise
Minnesota
$406M 3,298,056 -316,883 -9%
BlackRock
10
BlackRock
New York
$389M 3,192,319 +1,028,813 +48%
UBS Group
11
UBS Group
Switzerland
$284M 2,329,882 +324,231 +16%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$207M 1,700,220 +11,481 +0.7%
WCM
13
Wealthcare Capital Management
Virginia
$194M 1,593,893 +27,277 +2%
WCM
14
Windham Capital Management
Massachusetts
$182M 1,494,714 +46,836 +3%
1CP
15
1607 Capital Partners
Virginia
$154M 1,265,150 -2,700 -0.2%
Stifel Financial
16
Stifel Financial
Missouri
$154M 1,262,682 -216,818 -15%
Osaic Holdings
17
Osaic Holdings
Arizona
$144M 1,178,353 -538,000 -31%
LPL Financial
18
LPL Financial
California
$142M 1,168,250 +286,753 +33%
Truist Financial
19
Truist Financial
North Carolina
$137M 1,122,223 -873,252 -44%
State Street
20
State Street
Massachusetts
$137M 1,120,518 -1,939 -0.2%
CS
21
Credit Suisse
Switzerland
$127M 1,045,857 -159,784 -13%
CIA
22
Choate Investment Advisors
Massachusetts
$118M 971,518 +681,123 +235%
BJ
23
Brouwer & Janachowski
California
$110M 905,258 +26,079 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$97.2M 797,275 +25,960 +3%
Goldman Sachs
25
Goldman Sachs
New York
$88.6M 727,380 -289,260 -28%
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