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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.57B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83B
3
Ameriprise
3
Ameriprise
Minnesota
$584M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.33B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$218M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
AssetMark Inc
2
AssetMark Inc
California
$58.8M
3
Charles Schwab
3
Charles Schwab
California
$847M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31B
5
OPAM
5
Ocean Park Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.83B 39,656,153 +3,141,257 +9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.57B 37,007,168 +5,553,992 +18%
Morgan Stanley
3
Morgan Stanley
New York
$1.33B 13,810,959 +1,385,126 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.31B 13,539,610 -3,173,283 -19%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.01B 10,420,063 -1,734,964 -14%
UBS Group
6
UBS Group
Switzerland
$992M 10,273,202 -215,989 -2%
Bank of America
7
Bank of America
North Carolina
$886M 9,171,008 +940,719 +11%
Charles Schwab
8
Charles Schwab
California
$847M 8,767,356 -3,800,420 -30%
Fisher Asset Management
9
Fisher Asset Management
Washington
$842M 8,717,386 +446,004 +5%
BlackRock
10
BlackRock
New York
$604M 6,255,285 +733,918 +13%
Ameriprise
11
Ameriprise
Minnesota
$584M 6,045,024 +1,809,036 +43%
RJA
12
Raymond James & Associates
Florida
$559M 5,783,013 +503,374 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$355M 3,676,468 +1,199,228 +48%
BTI
14
Blue Trust Inc
Georgia
$324M 3,273,394 +1,023,190 +45%
WCM
15
Wealthcare Capital Management
Virginia
$291M 3,011,043 +109,934 +4%
NFA
16
Nationwide Fund Advisors
Ohio
$257M 2,658,435 +38,843 +1%
Members Trust
17
Members Trust
Florida
$239M 2,469,039 +1,173,121 +91%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$230M 2,376,992 +77,317 +3%
Wells Fargo
19
Wells Fargo
California
$226M 2,336,677 +384,122 +20%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$218M 2,235,134 +1,243,887 +125%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$218M 2,251,790 +18,484 +0.8%
LPL Financial
22
LPL Financial
California
$183M 1,898,927 +73,909 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$162M 1,680,864 +656,236 +64%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$159M 1,650,787 +456,073 +38%
Jane Street
25
Jane Street
New York
$158M 1,633,119 -212,376 -12%
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