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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 %
LAM
401
Lewis Asset Management
California
$1.82M -$149K -1,596 -8%
PPWM
402
Paragon Private Wealth Management
Kentucky
$1.78M +$94.2K +1,006 +6%
SFS
403
Sowell Financial Services
Arkansas
$1.77M -$20.6K -220 -1%
BWS
404
Buck Wealth Strategies
Colorado
$1.77M +$1.77M +18,866 New
FIM
405
Freedom Investment Management
Connecticut
$1.74M -$1.2M -12,795 -41%
LCC
406
Lincoln Capital Corp
Rhode Island
$1.73M +$195K +2,082 +13%
CL
407
Choreo LLC
Illinois
$1.73M +$1.73M +18,575 New
SI
408
SimpliFi Inc
California
$1.69M +$200K +2,138 +13%
WF
409
Warner Financial
Maryland
$1.68M -$50.7K -542 -3%
SWP
410
Stratos Wealth Partners
Ohio
$1.68M +$191K +2,035 +13%
GSEP
411
Golden State Equity Partners
California
$1.68M +$1.68M +17,889 New
FCI
412
Financial Counselors Inc
Kansas
$1.65M +$916K +9,786 +125%
SP
413
Stablepoint Partners
Massachusetts
$1.64M +$742K +7,792 +82%
WWC
414
Waypoint Wealth Counsel
Georgia
$1.64M -$64.2K -685 -4%
AFS
415
Access Financial Services
Minnesota
$1.64M -$128K -1,362 -7%
LCAM
416
London & Capital Asset Management
United Kingdom
$1.64M +$656K +7,000 +67%
PMAM
417
Picton Mahoney Asset Management
Ontario, Canada
$1.63M – – –
LPT
418
Legacy Private Trust
Wisconsin
$1.61M -$674K -7,198 -30%
WC
419
Waterloo Capital
Texas
$1.59M +$1.59M +16,948 New
SAM
420
Smartleaf Asset Management
Massachusetts
$1.56M +$133K +1,415 +9%
IWM
421
IHT Wealth Management
Illinois
$1.56M +$387K +4,131 +33%
AB
422
Atlas Brown
Kentucky
$1.53M -$35K -374 -2%
HWA
423
HCR Wealth Advisors
California
$1.52M – – –
FAM
424
Formidable Asset Management
Ohio
$1.52M +$99.7K +1,065 +7%
WA
425
Waverly Advisors
Alabama
$1.52M +$1.01M +10,742 +197%
15 16
17
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