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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.

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
1
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$543M
3
CLGM
3
Capitolis Liquid Global Markets
New York
$174M
4
Mariner
4
Mariner
Kansas
$169M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$218M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
2
Charles Schwab
California
$528M
3
UBS Group
3
UBS Group
Switzerland
$756M
4
PC
4
Peavine Capital
Nevada
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$33.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.64B 37,793,149 +1,126,885 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93B 20,052,754 -16,201,908 -45%
Morgan Stanley
3
Morgan Stanley
New York
$1.89B 19,634,134 +4,186,740 +27%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.16B 12,084,897 -569,151 -4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$952M 9,881,652 -208,661 -2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$935M 9,697,073 +467,283 +5%
UBS Group
7
UBS Group
Switzerland
$756M 7,839,763 -3,012,862 -28%
Ameriprise
8
Ameriprise
Minnesota
$661M 7,078,930 +229,482 +3%
Bank of America
9
Bank of America
North Carolina
$624M 6,475,117 +743,649 +13%
RJA
10
Raymond James & Associates
Florida
$614M 6,374,897 +527,706 +9%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$543M 5,630,297 +3,418,994 +155%
Charles Schwab
12
Charles Schwab
California
$528M 5,478,582 -3,616,485 -40%
BTI
13
Blue Trust Inc
Georgia
$409M 4,465,366 +259,802 +6%
BlackRock
14
BlackRock
New York
$385M 3,990,136 -535,026 -12%
Members Trust
15
Members Trust
Florida
$319M 3,305,356 -155,473 -4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$273M 2,828,273 -1,258,202 -31%
WCM
17
Wealthcare Capital Management
Virginia
$269M 2,794,361 -342,382 -11%
NFA
18
Nationwide Fund Advisors
Ohio
$253M 2,622,098 -46,947 -2%
LPL Financial
19
LPL Financial
California
$246M 2,554,300 +639,072 +33%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$245M 2,539,644 -105,124 -4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$218M 2,260,830 +1,695,117 +300%
PWPCM
22
Perella Weinberg Partners Capital Management
New York
$213M 2,211,712 +408,022 +23%
Wells Fargo
23
Wells Fargo
California
$200M 2,075,084 -128,030 -6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$184M 1,903,824 +7,049 +0.4%
CLGM
25
Capitolis Liquid Global Markets
New York
$174M 1,800,000 +1,800,000 New
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