IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

893 hedge funds and large institutions have $24.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 379 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
-12
Holders Change %
-1.33%
% of All Funds
12.95%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
1.38%
New
109
Increased
379
Reduced
299
Closed
105
Calls
$1.73B
Puts
$1.52B
Net Calls
+$213M
Net Calls Change
-$62.1M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$931M
2
Ameriprise
Ameriprise
Minnesota
+$299M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$221M
4
Citadel Advisors
Citadel Advisors
Florida
+$127M
5
Bank of America
Bank of America
North Carolina
+$115M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$480M
3
CF
Canoe Financial
Alberta, Canada
-$163M
4
BlackRock
BlackRock
New York
-$139M
5
Walleye Capital
Walleye Capital
New York
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
526
Patten & Patten
Tennessee
$707K +$707K +7,470 New
VAS
527
Vestmark Advisory Solutions
Massachusetts
$705K +$2.75K +29 +0.4%
CPA
528
Capital Planning Advisors
California
$695K +$90.9K +960 +15%
CG
529
Cutler Group
California
$694K -$743K -7,856 -52%
CAM
530
Crestone Asset Management
Colorado
$694K -$1.31M -13,890 -65%
BCA
531
Bay Colony Advisors
Massachusetts
$692K -$254K -2,679 -27%
HIC
532
Hartline Investment Corp
Illinois
$692K +$692K +7,307 New
FA
533
FDx Advisors
Illinois
$690K -$169K -1,780 -20%
W
534
WPWealth
Texas
$684K +$323K +3,415 +90%
LSAG
535
Lake Street Advisors Group
New Hampshire
$683K +$683K +7,214 New
TI
536
Tidal Investments
Wisconsin
$670K +$670K +7,082 New
TWP
537
Tower Wealth Partners
Pennsylvania
$652K +$8.61K +91 +1%
VWM
538
Vigilare Wealth Management
Arizona
$649K -$2.11M -22,284 -76%
GIM
539
Goelzer Investment Management
Indiana
$647K -$730K -7,710 -53%
LMKC
540
L.M. Kohn & Company
Ohio
$646K +$142K +1,497 +28%
EW
541
Evoke Wealth
California
$638K +$638K +6,740 New
RI
542
Ridgewood Investments
New Jersey
$635K +$89.4K +944 +16%
BWM
543
Brickley Wealth Management
California
$634K – – –
CM
544
Columbus Macro
Pennsylvania
$632K -$443K -4,675 -41%
CA
545
Cambridge Advisors
Nebraska
$631K – – –
TWM
546
TriaGen Wealth Management
California
$628K +$628K +6,633 New
NL
547
NWAM LLC
Washington
$628K -$829K -8,918 -57%
DADC
548
D.A. Davidson & Co
Montana
$622K +$421K +4,446 +209%
RFC
549
Regions Financial Corp
Alabama
$621K -$86.4K -913 -12%
M&T Bank
550
M&T Bank
New York
$617K -$20.5K -217 -3%
20 21
22
23 24