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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
1
Morgan Stanley
New York
$1.91B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.89B
3
BlackRock
3
BlackRock
New York
$347M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$106M
5
Ameriprise
5
Ameriprise
Minnesota
$1.06B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CLGM
3
Capitolis Liquid Global Markets
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$164M -$8.21M -87,695 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$163M +$7.28M +77,728 +5%
AllianceBernstein
28
AllianceBernstein
Tennessee
$157M -$25.3M -269,654 -14%
Truist Financial
29
Truist Financial
North Carolina
$149M -$5.09M -54,335 -3%
CCM
30
Coldstream Capital Management
Washington
$124M +$12.2M +130,240 +11%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$123M +$13.4M +143,586 +12%
Citigroup
32
Citigroup
New York
$116M +$8.83M +94,321 +8%
WA
33
WestEnd Advisors
North Carolina
$112M -$917K -9,788 -0.8%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$109M +$54.4M +580,538 +99%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$106M +$106M +1,129,120 New
JHCM
36
Juniper Hill Capital Management
California
$103M – – –
Stifel Financial
37
Stifel Financial
Missouri
$101M +$8.6M +91,780 +9%
PCIG
38
Partners Capital Investment Group
Massachusetts
$97.7M +$28.2M +299,707 +40%
AAG
39
Armstrong Advisory Group
Massachusetts
$91.3M -$26M -277,700 -22%
Victory Capital Management
40
Victory Capital Management
Texas
$84.4M +$1.57M +16,723 +2%
BWL
41
Bogart Wealth LLC
Virginia
$78.7M +$1.85M +19,722 +2%
Goldman Sachs
42
Goldman Sachs
New York
$78.1M +$12.5M +133,829 +19%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$76.8M +$61M +651,321 +387%
AIA
44
Ally Invest Advisors
North Carolina
$74.8M +$2.13M +22,761 +3%
3AM
45
3EDGE Asset Management
Florida
$74.4M +$4.07M +43,460 +6%
Cerity Partners
46
Cerity Partners
New York
$71.7M -$1.04M -11,156 -1%
AAG
47
Avalon Advisory Group
Pennsylvania
$70.6M +$4.05M +43,197 +6%
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$64.8M +$5.94M +63,427 +10%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$60.9M -$1.44M -15,405 -2%
HighTower Advisors
50
HighTower Advisors
Illinois
$59.7M -$2.29M -24,452 -4%
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