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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.

Holders
780
Holders Change
+54
Holders Change %
+7.44%
% of All Funds
12.49%
Holding in Top 10
99
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.86%
% of All Funds
1.59%
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
1
Fidelity Investments
Massachusetts
$3.12B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$991M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.23B
4
UBS Group
4
UBS Group
Switzerland
$1.04B
5
AssetMark Inc
5
AssetMark Inc
California
$459M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.62B
2
BlackRock
2
BlackRock
New York
$547M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$820M
4
JHU
4
Johns Hopkins University
Maryland
$28.4M
5
RBA
5
Richard Bernstein Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.62B 36,514,896 -5,362,093 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.12B 31,453,176 +27,699,844 +738%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.66B 16,712,893 +3,309,189 +25%
Charles Schwab
4
Charles Schwab
California
$1.25B 12,567,776 +1,237,400 +11%
Morgan Stanley
5
Morgan Stanley
New York
$1.23B 12,425,833 +8,422,034 +210%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.2B 12,155,027 +1,219,482 +11%
UBS Group
7
UBS Group
Switzerland
$1.04B 10,489,191 +7,349,698 +234%
CCMG
8
Clark Capital Management Group
Pennsylvania
$991M 9,994,454 +9,994,454 New
Fisher Asset Management
9
Fisher Asset Management
Washington
$820M 8,271,382 -1,904,274 -19%
Bank of America
10
Bank of America
North Carolina
$816M 8,230,289 +1,069,945 +15%
BlackRock
11
BlackRock
New York
$547M 5,521,367 -2,260,844 -29%
RJA
12
Raymond James & Associates
Florida
$523M 5,279,639 +2,534,978 +92%
AssetMark Inc
13
AssetMark Inc
California
$459M 4,626,323 +3,713,258 +407%
Ameriprise
14
Ameriprise
Minnesota
$422M 4,235,988 +123,666 +3%
WCM
15
Wealthcare Capital Management
Virginia
$288M 2,901,109 +167,245 +6%
NFA
16
Nationwide Fund Advisors
Ohio
$260M 2,619,592 +2,804 +0.1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$246M 2,477,240 +1,315,794 +113%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$228M 2,299,675 -236,924 -9%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$221M 2,233,306 -139,628 -6%
BTI
20
Blue Trust Inc
Georgia
$216M 2,250,204 +590,148 +36%
Wells Fargo
21
Wells Fargo
California
$194M 1,952,555 +287,272 +17%
Osaic Holdings
22
Osaic Holdings
Arizona
$186M 1,875,568 +1,361,995 +265%
OPAM
23
Ocean Park Asset Management
California
$185M 1,865,400 +1,865,400 New
Jane Street
24
Jane Street
New York
$183M 1,845,495 +861,988 +88%
LPL Financial
25
LPL Financial
California
$181M 1,825,018 -150,141 -8%
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