IEF icon

iShares 7-10 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FA
526
FDx Advisors
Illinois
$716K +$34K +363 +5%
VAS
527
Vestmark Advisory Solutions
Massachusetts
$715K +$17.8K +190 +3%
DWM
528
Dogwood Wealth Management
Kansas
$714K +$123K +1,316 +21%
TWM
529
TSA Wealth Management
Texas
$712K +$492K +5,258 +224%
FPAS
530
Focus Partners Advisor Solutions
Missouri
$708K -$130K -1,387 -16%
DAS
531
Dynamic Advisor Solutions
Arizona
$707K +$707K +7,550 New
ACM
532
Avalon Capital Management
California
$706K
VFG
533
Victory Financial Group
Texas
$700K +$700K +7,478 New
Pathstone Holdings
534
Pathstone Holdings
New Jersey
$700K +$267K +2,856 +62%
CAS
535
Coppell Advisory Solutions
Texas
$693K +$693K +7,403 New
IWA
536
Icon Wealth Advisors
Texas
$693K +$166K +1,728 +32%
W
537
WPWealth
Texas
$676K
AI
538
Arrien Investments
Idaho
$667K -$205K -2,184 -23%
VWM
539
Vigilare Wealth Management
Arizona
$663K +$20.6K +220 +3%
SC
540
Sapient Capital
Indiana
$658K +$114K +1,217 +21%
GKWIM
541
Gerber Kawasaki Wealth & Investment Management
California
$658K +$496K +5,297 +307%
GIM
542
Goelzer Investment Management
Indiana
$654K +$13.9K +148 +2%
SGI
543
Summit Global Investments
Utah
$652K +$157K +1,670 +32%
RIA
544
Realta Investment Advisors
Delaware
$641K +$558K +5,962 +677%
HCM
545
Howard Capital Management
Georgia
$637K +$94.3K +1,007 +17%
WCP
546
Wick Capital Partners
Pennsylvania
$630K +$630K +6,724 New
PP
547
Patten & Patten
Tennessee
$629K -$70.2K -750 -10%
BWM
548
Brickley Wealth Management
California
$627K
CA
549
Cambridge Advisors
Nebraska
$625K
RI
550
Ridgewood Investments
New Jersey
$623K -$5.81K -62 -0.9%