IEF icon

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 %
GRP
251
Global Retirement Partners
California
$5.44M +$168K +1,812 +3%
JIR
252
James Investment Research
Ohio
$5.37M -$32.1K -347 -0.6%
PAS
253
Park Avenue Securities
New York
$5.36M +$717K +7,759 +15%
CCB
254
Country Club Bank
Missouri
$5.35M +$815K +8,804 +18%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$5.32M +$619K +6,698 +13%
FTUS
256
Flow Traders U.S.
New York
$5.2M +$5.2M +56,288 New
BCM
257
Brookstone Capital Management
Illinois
$5.17M -$1.02M -11,007 -16%
LIM
258
Leavell Investment Management
Alabama
$5.15M +$2.06M +22,252 +67%
JWM
259
Jessup Wealth Management
Ohio
$5.14M +$5.14M +55,635 New
AFG
260
Atomi Financial Group
New York
$5.1M +$13.6K +147 +0.3%
LHWM
261
Lake Hills Wealth Management
Texas
$5.03M -$1.33M -14,435 -21%
Allianz Asset Management
262
Allianz Asset Management
Germany
$5.02M -$13.3M -143,354 -73%
PS
263
Principal Securities
Iowa
$5M +$949K +10,261 +23%
HNW
264
High Note Wealth
Minnesota
$5M +$4.59M +49,595 +1,110%
SR
265
Syntax Research
Florida
$4.95M +$556K +6,019 +13%
SFI
266
SPC Financial Inc
Maryland
$4.95M +$192K +2,072 +4%
AIP
267
Almanack Investment Partners
Pennsylvania
$4.93M -$216K -2,331 -4%
OIA
268
OneDigital Investment Advisors
Kansas
$4.9M -$108K -1,167 -2%
T
269
Transce3nd
Texas
$4.89M +$4.89M +52,888 New
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$4.86M +$291K +3,144 +6%
EFG
271
Ethos Financial Group
Pennsylvania
$4.85M +$4.85M +52,451 New
DC
272
Davenport & Co
Virginia
$4.84M -$942K -10,186 -16%
FWM
273
Forza Wealth Management
Florida
$4.81M – – –
LFAS
274
Level Four Advisory Services
Texas
$4.79M -$1.18M -12,725 -20%
ECM
275
Evergreen Capital Management
Washington
$4.76M +$130K +1,406 +3%
9 10
11
12 13