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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

963 hedge funds and large institutions have $30B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 355 increasing their positions, 354 reducing their positions, and 113 closing their positions.

Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
12.83%
Holding in Top 10
97
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.96%
% of All Funds
1.29%
New
162
Increased
355
Reduced
354
Closed
113
Calls
$1.33B
Puts
$869M
Net Calls
+$461M
Net Calls Change
+$541M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.05B
2
Raymond James Financial
2
Raymond James Financial
Florida
$725M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$4.55B
4
Jane Street
4
Jane Street
New York
$245M
5
AFP
5
Ausdal Financial Partners
Iowa
$59.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$718M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
3
Invesco
Georgia
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$522M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$175M 1,897,053 +481,262 +34%
Mariner
27
Mariner
Kansas
$173M 1,868,578 -37,895 -2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$172M 1,863,509 +62,402 +3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$148M 1,598,953 +136,058 +9%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$121M 1,306,444 +159,727 +14%
HPG
31
Harvest Portfolios Group
Ontario, Canada
$119M 1,285,965 +329,248 +34%
Truist Financial
32
Truist Financial
North Carolina
$111M 1,197,065 -322,905 -21%
AAG
33
Armstrong Advisory Group
Massachusetts
$106M 1,143,157 +507,737 +80%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$101M 1,097,763 -542,285 -33%
Stifel Financial
35
Stifel Financial
Missouri
$96.3M 1,041,887 -46,443 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$94M 1,017,055 -834,155 -45%
Victory Capital Management
37
Victory Capital Management
Texas
$87.7M 948,112 +31,068 +3%
3AM
38
3EDGE Asset Management
Florida
$84.6M 915,455 +44,201 +5%
Cerity Partners
39
Cerity Partners
New York
$80.3M 868,597 +94,504 +12%
AIA
40
Ally Invest Advisors
North Carolina
$80.1M 866,460 +49,392 +6%
AAG
41
Avalon Advisory Group
Pennsylvania
$73.6M 796,032 +26,183 +3%
WA
42
WestEnd Advisors
North Carolina
$69.9M 756,395 -379,071 -33%
SMFG
43
Sumitomo Mitsui Financial Group
Japan
$69.7M 753,550 +41,362 +6%
JHCM
44
Juniper Hill Capital Management
California
$68.8M 744,199 -359,496 -33%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$68.6M 741,987 -46,155 -6%
CF
46
Clarity Financial
Texas
$64.7M 699,525 +31,991 +5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$64.6M 699,020 +92,020 +15%
BWL
48
Bogart Wealth LLC
Virginia
$61.2M 662,184 +34,586 +6%
AFP
49
Ausdal Financial Partners
Iowa
$59.2M 640,710 +622,224 +3,366%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$56.6M 612,170 +596,946 +3,921%
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