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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

963 hedge funds and large institutions have $30B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 355 increasing their positions, 354 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
12.82%
Holding in Top 10
97
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.96%
% of All Funds
1.29%
New
162
Increased
355
Reduced
354
Closed
113
Calls
$1.33B
Puts
$869M
Net Calls
+$461M
Net Calls Change
+$541M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.05B
2
Fisher Asset Management
Fisher Asset Management
Washington
$4.55B
3
Jane Street
Jane Street
New York
$245M
4
AFP
Ausdal Financial Partners
Iowa
$59.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$56.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$718M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
Invesco
Georgia
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
226
Transamerica Financial Advisors
Florida
$6.63M -$608K -6,573 -8%
MM
227
Meridian Management
Arkansas
$6.6M +$516K +5,577 +8%
IA
228
IFG Advisory
Georgia
$6.6M +$203K +2,192 +3%
IWM
229
IHT Wealth Management
Illinois
$6.35M +$203K +2,200 +3%
Bessemer Group
230
Bessemer Group
New Jersey
$6.31M +$1.86M +20,108 +42%
LGWM
231
Litman Gregory Wealth Management
California
$6.29M +$376K +4,071 +6%
CWM
232
Cadence Wealth Management
Massachusetts
$6.29M +$6.29M +68,002 New
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$6.24M +$64.1K +693 +1%
MWM
234
Modern Wealth Management
Kansas
$6.21M +$1.58M +17,115 +34%
QC
235
Quadrature Capital
United Kingdom
$6.2M +$6.2M +67,072 New
ODIJL
236
One Day In July LLC
Vermont
$6.16M -$365K -3,950 -6%
TVAMP
237
Tennessee Valley Asset Management Partners
Tennessee
$6.08M -$325K -3,520 -5%
Russell Investments Group
238
Russell Investments Group
United Kingdom
$6.08M +$299K +3,237 +5%
Simplex Trading
239
Simplex Trading
Illinois
$6.08M -$10.5M -113,533 -63%
ACM
240
Anfield Capital Management
California
$6.03M +$185K +2,004 +3%
Corient Private Wealth
241
Corient Private Wealth
Florida
$6M -$1.63M -19,334 -21%
ACA
242
Anchor Capital Advisors
Massachusetts
$5.98M -$1.26M -13,678 -17%
PWM
243
Perigon Wealth Management
California
$5.98M -$2.49M -26,989 -29%
IAN
244
Integrated Advisors Network
Texas
$5.8M -$3.07M -33,187 -35%
SL
245
Sentinus LLC
Illinois
$5.72M +$3.99M +43,174 +231%
SA
246
Sanctuary Advisors
Indiana
$5.67M -$175K -1,880 -3%
ANTB
247
AMG National Trust Bank
Colorado
$5.65M +$1.81M +19,505 +47%
GVAG
248
Great Valley Advisor Group
Delaware
$5.62M +$183K +1,981 +3%
RAM
249
Riggs Asset Management
Pennsylvania
$5.59M -$346K -3,739 -6%
PP
250
Prudential plc
United Kingdom
$5.5M -$2.04M -22,088 -27%
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