IEF icon

iShares 7-10 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KFAA
576
Klaas Financial Asset Advisors
Illinois
$519K +$6.25K +66 +1%
MF
577
Montis Financial
Massachusetts
$518K +$518K +5,475 New
WA
578
Waverly Advisors
Alabama
$516K +$516K +5,446 New
WSTAM
579
Wilbanks Smith & Thomas Asset Management
Virginia
$515K -$148K -1,567 -22%
VCWA
580
Vanguard Capital Wealth Advisors
Colorado
$514K +$2.65K +28 +0.5%
ATPW
581
Ashton Thomas Private Wealth
Arizona
$513K +$179K +1,895 +54%
NG
582
Norden Group
Utah
$511K +$511K +5,396 New
PI
583
PFG Investments
New York
$511K -$7.67K -81 -1%
PTC
584
Private Trust Company
Ohio
$509K
FT
585
Fiduciary Trust
Massachusetts
$507K +$16.3K +172 +3%
AWA
586
Authentikos Wealth Advisory
California
$507K -$719K -7,591 -59%
SGI
587
Summit Global Investments
Utah
$501K +$134K +1,409 +36%
KIA
588
KLR Investment Advisors
Rhode Island
$490K -$163K -1,777 -25%
Fiera Capital (Canada)
589
Fiera Capital (Canada)
Quebec, Canada
$490K +$19.5K +206 +4%
SC
590
Solstein Capital
California
$489K -$318K -3,355 -39%
AWE
591
Avidian Wealth Enterprises
Texas
$488K +$7.86K +83 +2%
BWM
592
Birchcreek Wealth Management
Ohio
$487K +$111K +1,172 +30%
HSA
593
HBK Sorce Advisory
Pennsylvania
$482K +$94.6K +999 +24%
USWIA
594
UP Strategic Wealth Investment Advisors
Pennsylvania
$482K
CA
595
CoreCap Advisors
Michigan
$471K +$181K +1,912 +62%
YWM
596
Yoder Wealth Management
California
$465K -$81.4K -860 -15%
Franklin Resources
597
Franklin Resources
California
$464K -$31.2K -330 -6%
HNB
598
Huntington National Bank
Ohio
$461K -$631K
JF
599
Jump Financial
Illinois
$459K -$14M -147,909 -97%
Koshinski Asset Management
600
Koshinski Asset Management
Illinois
$458K -$161K -1,697 -26%