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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.

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
1
Perella Weinberg Partners Capital Management
New York
$165M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.41B
3
Members Trust
3
Members Trust
Florida
$317M
4
SF
4
Synovus Financial
Georgia
$94.1M
5
BTI
5
Blue Trust Inc
Georgia
$406M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$525M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.32B
3
BlackRock
3
BlackRock
New York
$414M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$53M
5
Jane Street
5
Jane Street
New York
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.36B 36,666,264 -340,904 -0.9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.32B 36,254,662 -3,401,491 -9%
Morgan Stanley
3
Morgan Stanley
New York
$1.41B 15,447,394 +1,636,435 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.16B 12,654,048 -885,562 -7%
UBS Group
5
UBS Group
Switzerland
$994M 10,852,625 +579,423 +6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$924M 10,090,313 -329,750 -3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$845M 9,229,790 +512,404 +6%
Charles Schwab
8
Charles Schwab
California
$833M 9,095,067 +327,711 +4%
Ameriprise
9
Ameriprise
Minnesota
$627M 6,849,448 +804,424 +13%
RJA
10
Raymond James & Associates
Florida
$536M 5,847,191 +64,178 +1%
Bank of America
11
Bank of America
North Carolina
$525M 5,731,468 -3,439,540 -38%
BlackRock
12
BlackRock
New York
$414M 4,525,162 -1,730,123 -28%
BTI
13
Blue Trust Inc
Georgia
$406M 4,205,564 +932,170 +28%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$374M 4,086,475 +410,007 +11%
Members Trust
15
Members Trust
Florida
$317M 3,460,829 +991,790 +40%
WCM
16
Wealthcare Capital Management
Virginia
$287M 3,136,743 +125,700 +4%
NFA
17
Nationwide Fund Advisors
Ohio
$244M 2,669,045 +10,610 +0.4%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$242M 2,644,768 +267,776 +11%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$203M 2,211,303 -40,487 -2%
Wells Fargo
20
Wells Fargo
California
$202M 2,203,114 -133,563 -6%
LPL Financial
21
LPL Financial
California
$175M 1,915,228 +16,301 +0.9%
AllianceBernstein
22
AllianceBernstein
Tennessee
$174M 1,896,775 +215,911 +13%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$165M 1,803,690 +1,803,690 New
PCIA
24
Prime Capital Investment Advisors
Kansas
$149M 1,628,453 +604,490 +59%
PC
25
Peavine Capital
Nevada
$148M 1,610,776 +418,615 +35%
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