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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
12.94%
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 %
AF
551
Alerus Financial
North Dakota
$610K -$7.6M -80,272 -93%
MAG
552
M3 Advisory Group
Massachusetts
$609K -$140K -1,484 -19%
QWM
553
Quadcap Wealth Management
Texas
$607K -$36.3K -384 -6%
SWP
554
Strategic Wealth Partners
Ohio
$601K +$56.9K +601 +10%
DWM
555
Dogwood Wealth Management
Kansas
$597K +$72.8K +769 +14%
CIM
556
Cambria Investment Management
California
$597K – – –
AFG
557
Atomi Financial Group
New York
$593K +$593K +6,269 New
PA
558
Prism Advisors
California
$592K +$58.5K +618 +11%
HFA
559
High Falls Advisors
New York
$591K -$53.2K -562 -8%
Millennium Management
560
Millennium Management
New York
$590K -$58.6M -618,625 -99%
FIA
561
Foundations Investment Advisors
Arizona
$589K -$56.7K -599 -9%
RIA
562
Regal Investment Advisors
Michigan
$573K +$370K +3,906 +182%
ES
563
Eagle Strategies
New York
$565K +$565K +5,967 New
CAG
564
Crestwood Advisors Group
Massachusetts
$563K +$22K +232 +4%
SC
565
Summa Corp
Texas
$561K +$142K +1,500 +34%
SC
566
Sapient Capital
Indiana
$550K +$187K +1,978 +52%
HCM
567
Howard Capital Management
Georgia
$549K +$549K +5,796 New
FCAM
568
First Citizens Asset Management
North Carolina
$546K -$54.1K -572 -9%
SCM
569
Sollinda Capital Management
Florida
$541K -$1.71M -18,046 -76%
WIA
570
World Investment Advisors
California
$535K -$2.51M -26,493 -82%
FHC
571
First Heartland Consultants
Missouri
$530K +$530K +5,602 New
AFA
572
American Financial Advisors
Georgia
$529K -$7.01K -74 -1%
ASFA
573
All Season Financial Advisors
Colorado
$524K -$3.98M -42,090 -88%
CWM
574
Chemistry Wealth Management
New York
$523K -$12.5K -132 -2%
IWA
575
Icon Wealth Advisors
Texas
$519K +$13.6K +144 +3%
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