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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 %
FNBOO
326
First National Bank of Omaha
Nebraska
$3.2M – – –
CAL
327
Capital Analysts LLC
Pennsylvania
$3.14M +$125K +1,335 +4%
AI
328
Arvest Investments
Arkansas
$3.12M -$3.04M -32,432 -49%
PWG
329
Portside Wealth Group
Utah
$3.09M -$464K -4,954 -13%
AMG
330
Asset Management Group
Connecticut
$3.09M -$42.1K -450 -1%
WCM
331
Weaver Capital Management
Georgia
$3.07M -$348K -3,720 -10%
PAS
332
Park Avenue Securities
New York
$3.06M -$6.09K -65 -0.2%
OFP
333
OLIO Financial Planning
Virginia
$3.04M – – –
JSSH
334
J. Safra Sarasin Holding
$3.04M +$3.04M +32,425 New
VFA
335
Values First Advisors
Tennessee
$3.02M +$128K +1,365 +4%
NFG
336
Nations Financial Group
Iowa
$3M +$19.3K +206 +0.6%
DWA
337
Dorsey Wright & Associates
California
$3M -$73.8K -788 -2%
LFASL
338
Lugano Financial Advisors SA (LFA)
Switzerland
$2.99M +$1.73M +18,443 +136%
GIP
339
Greatmark Investment Partners
Georgia
$2.97M -$15.5K -165 -0.5%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$2.92M -$469K -5,007 -14%
CB
341
Commerce Bank
Missouri
$2.91M +$201K +2,148 +7%
AIC
342
Archer Investment Corporation
Indiana
$2.87M +$80.6K +861 +3%
SFM
343
Signet Financial Management
New Jersey
$2.85M +$141K +1,502 +5%
WIA
344
World Investment Advisors
California
$2.79M +$2.26M +24,182 +428%
SCP
345
Silverleafe Capital Partners
Tennessee
$2.79M +$168K +1,796 +6%
4WM
346
49 Wealth Management
Texas
$2.78M -$11M -119,210 -80%
RIA
347
RPG Investment Advisory
California
$2.77M -$1.4M -14,932 -34%
FHB
348
First Hawaiian Bank
Hawaii
$2.77M -$2.3M -24,608 -45%
GC
349
Guggenheim Capital
Illinois
$2.77M – – –
Russell Investments Group
350
Russell Investments Group
United Kingdom
$2.75M +$2.75M +29,393 New
12 13
14
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