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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 %
GM
301
GeoWealth Management
Illinois
$3.88M -$590K -6,300 -13%
ACA
302
Aspire Capital Advisors
Washington
$3.78M +$105K +1,118 +3%
VW
303
Veridan Wealth
Oregon
$3.77M +$3.77M +39,413 New
BWCS
304
Beirne Wealth Consulting Services
Connecticut
$3.76M +$485K +5,181 +15%
BAM
305
Berkshire Asset Management
Pennsylvania
$3.76M +$3.76M +40,111 New
SPC
306
Sigma Planning Corp
Michigan
$3.75M -$2.22M -23,740 -37%
SF
307
Synovus Financial
Georgia
$3.71M -$77K -822 -2%
ASN
308
Advisory Services Network
Georgia
$3.71M +$89.7K +958 +2%
FBB
309
Fulton Breakefield Broenniman
Maryland
$3.64M -$322K -3,437 -8%
CPBTD
310
Central Pacific Bank - Trust Division
Hawaii
$3.62M -$2.9M -30,935 -44%
SCM
311
Stordahl Capital Management
Colorado
$3.58M -$648K -6,915 -15%
SAS
312
Sage Advisory Services
Texas
$3.57M +$43.5K +464 +1%
Verition Fund Management
313
Verition Fund Management
Connecticut
$3.54M +$2.05M +21,925 +138%
LIM
314
Leavell Investment Management
Alabama
$3.52M +$1.89M +20,143 +115%
PS
315
Principal Securities
Iowa
$3.52M +$303K +3,240 +9%
KF
316
Krilogy Financial
Missouri
$3.48M -$529K -5,653 -13%
GWM
317
Geneos Wealth Management
Colorado
$3.48M -$326K -3,480 -9%
AWAU
318
Alliance Wealth Advisors (Utah)
Utah
$3.42M +$398K +4,251 +13%
ODA
319
One Degree Advisors
California
$3.39M +$253K +2,701 +8%
GC
320
Guidance Capital
Kentucky
$3.35M +$232K +2,420 +7%
1IA
321
1620 Investment Advisors
Massachusetts
$3.3M +$57.5K +614 +2%
SFG
322
SevenBridge Financial Group
Pennsylvania
$3.3M +$103K +1,065 +3%
TCA
323
Transcend Capital Advisors
New Jersey
$3.29M +$148K +1,576 +5%
BWA
324
Beam Wealth Advisors
Louisiana
$3.22M +$684K +7,306 +27%
FL
325
FreeGulliver LLC
Louisiana
$3.21M +$1.33M +14,192 +71%
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