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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 %
BP
476
Ballentine Partners
Massachusetts
$1.02M +$1.02M +10,852 New
CTA
477
Chesley Taft & Associates
Illinois
$1.01M -$9.37K -100 -0.9%
KWMG
478
King Wealth Management Group
Florida
$1M -$46.5K -496 -4%
AWA
479
Adapt Wealth Advisors
Georgia
$1,000K -$160K -1,709 -14%
MWA
480
Midland Wealth Advisors
Illinois
$996K +$996K +10,640 New
Northern Trust
481
Northern Trust
Illinois
$996K +$26.8K +286 +3%
RFA
482
Rollins Financial Advisors
New York
$995K +$86.3K +921 +9%
DWM
483
Dakota Wealth Management
Florida
$989K – – –
RC
484
Roundview Capital
New Jersey
$980K +$71.3K +761 +8%
LA
485
LexAurum Advisors
Kansas
$974K +$185K +1,974 +23%
FWM
486
Focused Wealth Management
New York
$962K +$111K +1,185 +13%
HIM
487
Hanlon Investment Management
New Jersey
$960K +$131K +1,400 +16%
FNWA
488
Financial Network Wealth Advisors
Utah
$958K -$35.9K -383 -4%
CWM
489
Centric Wealth Management
Illinois
$958K -$3.88M -40,830 -80%
FFA
490
Fortune Financial Advisors
Kansas
$956K +$656 +7 +0.1%
AG
491
Ascent Group
Virginia
$955K +$96.1K +1,026 +11%
CCA
492
Checchi Capital Advisers
California
$953K -$293K -3,127 -24%
SWA
493
Stratos Wealth Advisors
Ohio
$949K -$108K -1,157 -10%
William Blair & Company
494
William Blair & Company
Illinois
$947K -$58.7K -627 -6%
XS
495
XR Securities
Illinois
$946K +$946K +10,098 New
SGCA
496
Steel Grove Capital Advisors
Tennessee
$937K – – –
LC
497
Lavaca Capital
Texas
$903K +$903K +9,640 New
CB
498
Community Bank
New York
$898K -$2.15K -23 -0.2%
WA
499
WBH Advisory
Maryland
$893K +$151K +1,611 +20%
SB
500
Strategic Blueprint
Georgia
$891K -$461K -4,920 -34%
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