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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 114 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
114
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 %
WPIC
276
White Pine Investment Company
Michigan
$4.75M +$562K +6,075 +13%
VFA
277
Values First Advisors
Tennessee
$4.72M +$1.65M +17,806 +54%
ASN
278
Advisory Services Network
Georgia
$4.59M +$926K +10,013 +25%
AIA
279
AssuredPartners Investment Advisors
Florida
$4.59M +$4.59M +49,601 New
LA
280
Lifeworks Advisors
Michigan
$4.57M +$1.54M +16,626 +51%
TSS
281
Two Sigma Securities
New York
$4.57M +$4.29M +46,401 +1,556%
IA
282
IFP Advisors
Florida
$4.56M +$231K +2,494 +5%
CAM
283
Cresset Asset Management
Illinois
$4.46M -$2.37M -25,650 -35%
Betterment LLC
284
Betterment LLC
New York
$4.42M +$311K +3,367 +8%
Wolverine Trading
285
Wolverine Trading
Illinois
$4.35M +$4.35M +46,973 New
ACA
286
Aspire Capital Advisors
Washington
$4.35M +$420K +4,545 +11%
AWM
287
AE Wealth Management
Kansas
$4.26M +$1.55M +16,811 +57%
BAM
288
Berkshire Asset Management
Pennsylvania
$4.24M +$528K +5,708 +14%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$4.22M +$1.72M +18,576 +69%
AWAU
290
Alliance Wealth Advisors (Utah)
Utah
$4.21M +$396K +4,280 +10%
Lido Advisors
291
Lido Advisors
California
$4.21M +$1.76K +19 +0%
LG
292
Leuthold Group
Minnesota
$4.17M -$225K -2,433 -5%
SL
293
Systelligence LLC
Minnesota
$4.16M -$6.46M -69,870 -61%
SIM
294
SSI Investment Management
California
$4.16M -$2.56M -27,744 -38%
FC
295
FCA Corp
Texas
$4.15M +$1.39M +15,068 +51%
SSWM
296
Smith Salley Wealth Management
North Carolina
$4.12M +$60.6K +656 +1%
Lazard Asset Management
297
Lazard Asset Management
New York
$4.11M -$4.43M – –
SF
298
Synovus Financial
Georgia
$4.1M +$268K +2,903 +7%
SAS
299
Sage Advisory Services
Texas
$4.05M +$518K +5,599 +15%
IDBONY
300
Israel Discount Bank of New York
New York
$4.03M -$413K -4,470 -9%
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