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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 %
OCPWS
451
One Charles Private Wealth Services
Massachusetts
$1.25M +$16.8K +179 +1%
CIAS
452
Capital Investment Advisory Services
North Carolina
$1.25M -$1.44M -15,339 -54%
SEIA
453
Signature Estate & Investment Advisors
California
$1.23M +$1.23M +13,158 New
SVWAG
454
Sound View Wealth Advisors Group
Georgia
$1.23M -$37.5K -400 -3%
FA
455
Fiducient Advisors
Illinois
$1.23M +$1.23M +13,134 New
JWCA
456
J.W. Coons Advisors
Ohio
$1.23M +$45.9K +490 +4%
IAIM
457
International Assets Investment Management
Florida
$1.21M -$159K -1,703 -12%
HA
458
Hanover Advisors
South Carolina
$1.19M -$162K -1,732 -12%
BIA
459
Biondo Investment Advisors
Pennsylvania
$1.18M +$51.5K +550 +5%
CP
460
Canopy Partners
Ohio
$1.18M -$175K -1,865 -13%
CAAS
461
Capital Asset Advisory Services
Michigan
$1.13M -$27.4K -291 -2%
OHWP
462
Oak Harbor Wealth Partners
North Carolina
$1.13M +$11.8K +126 +1%
AWM
463
Axxcess Wealth Management
California
$1.12M -$27.3K -291 -2%
NFP
464
Narus Financial Partners
Utah
$1.12M -$87.9K -939 -7%
EGA
465
Eagle Global Advisors
Texas
$1.11M -$4.68K -50 -0.4%
BCG
466
BayBridge Capital Group
California
$1.11M -$15.6K -167 -1%
SR
467
Syntax Research
Florida
$1.11M +$112K +1,195 +11%
DAS
468
Diversify Advisory Services
Utah
$1.06M -$114K -1,208 -10%
IWP
469
Innova Wealth Partners
Pennsylvania
$1.05M +$650K +6,938 +161%
CA
470
Continuum Advisory
Idaho
$1.05M -$11.1K -119 -1%
EWA
471
Exencial Wealth Advisors
Oklahoma
$1.04M -$59K -630 -5%
BFM
472
Boston Financial Management
Massachusetts
$1.04M – – –
KCM
473
Kornitzer Capital Management
Kansas
$1.03M – – –
SL
474
Savior LLC
Massachusetts
$1.03M -$442K -4,721 -30%
AWA
475
Arkadios Wealth Advisors
Georgia
$1.02M +$794K +8,477 +351%
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