IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

896 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 365 increasing their positions, 297 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
13.03%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
117
Increased
365
Reduced
297
Closed
94
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$487M
3
BlackRock
BlackRock
New York
+$111M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$106M
5
Ameriprise
Ameriprise
Minnesota
+$101M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$351M
2
Citadel Advisors
Citadel Advisors
Florida
-$200M
3
CLGM
Capitolis Liquid Global Markets
New York
-$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$92.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
276
Stephens Inc
Arkansas
$4.53M +$401K +4,286 +10%
JIR
277
James Investment Research
Ohio
$4.53M +$1.35M +14,458 +43%
ECM
278
Evergreen Capital Management
Washington
$4.52M +$4.31M +46,023 +2,035%
RWM
279
Rezny Wealth Management
Florida
$4.52M +$4.29M +45,811 +1,862%
BCM
280
Boltwood Capital Management
California
$4.51M +$360K +3,847 +9%
LG
281
Leuthold Group
Minnesota
$4.5M -$14.9K -159 -0.3%
BFWM
282
Bright Futures Wealth Management
New York
$4.48M +$252K +2,580 +6%
SG
283
Sourcerock Group
Colorado
$4.47M -$2.62K -28 -0.1%
1832 Asset Management
284
1832 Asset Management
Ontario, Canada
$4.41M +$692K +7,392 +19%
CCB
285
Country Club Bank
Missouri
$4.37M +$1.45M +15,357 +49%
TW
286
TrinityPoint Wealth
Connecticut
$4.31M +$130K +1,389 +3%
Lazard Asset Management
287
Lazard Asset Management
New York
$4.31M -$4.49M – –
SCM
288
Spreng Capital Management
Ohio
$4.2M -$153K -1,639 -4%
WAM
289
WealthTrust Asset Management
Florida
$4.18M +$4.18M +44,609 New
WPIC
290
White Pine Investment Company
Michigan
$4.15M +$133K +1,421 +3%
MA
291
Mutual Advisors
Nebraska
$4.11M -$2.53M -26,547 -38%
AFG
292
ABLE Financial Group
Arizona
$4.04M +$629K +6,721 +18%
G
293
GenTrust
Florida
$4.03M +$227K +2,424 +6%
Betterment LLC
294
Betterment LLC
New York
$3.99M -$1.06M -11,319 -21%
MWM
295
Modern Wealth Management
Kansas
$3.99M -$234K -2,497 -6%
MOS
296
MGO One Seven
Ohio
$3.96M +$2.44M +26,011 +160%
SCI
297
Stableford Capital II
Arizona
$3.96M +$3.96M +41,567 New
SSWM
298
Smith Salley Wealth Management
North Carolina
$3.95M -$2.99M -31,897 -43%
BMCM
299
Black Maple Capital Management
Wisconsin
$3.93M +$702K +7,500 +22%
CKAIS
300
Christensen King & Associates Investment Services
Washington
$3.89M +$131K +1,398 +3%
10 11
12
13 14