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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 %
Wealthfront Advisers
601
Wealthfront Advisers
California
$417K -$6.56K -70 -2%
GTAM
602
Global Trust Asset Management
Florida
$417K -$18.7K -200 -4%
BHB
603
Bank Hapoalim BM
Israel
$416K -$316K – –
PWP
604
Phillips Wealth Planners
Mississippi
$414K +$11K +117 +3%
KLCM
605
KG&L Capital Management
Louisiana
$414K +$414K +4,420 New
HHGC
606
Hunting Hill Global Capital
New York
$414K -$749K -8,000 -64%
AA
607
Aire Advisors
California
$411K +$411K +4,386 New
CPA
608
Capital Planning Advisors
California
$407K -$281K -3,005 -41%
BWAM
609
Boyd Watterson Asset Management
Ohio
$406K -$37.8K -404 -9%
BDFN
610
Bond & Devick Financial Network
Minnesota
$401K +$78.9K +842 +24%
GFG
611
GR Financial Group
Arizona
$399K +$3.47K +37 +0.9%
RBC
612
Roble Belko & Company
Pennsylvania
$397K +$247K +2,642 +165%
PMG
613
ProVise Management Group
Florida
$397K +$397K +4,238 New
CAG
614
Csenge Advisory Group
Florida
$396K -$22.1K -236 -5%
WIM
615
Westside Investment Management
California
$395K -$15.6K -167 -4%
P
616
Pitcairn
Pennsylvania
$395K – – –
SFFS
617
Stonehage Fleming Financial Services
Jersey
$394K +$394K +4,209 New
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$394K -$61K -648 -13%
AA
619
AlphaCentric Advisors
Puerto Rico
$392K +$90.7K +968 +30%
TC
620
Trilogy Capital
California
$388K +$388K +4,146 New
FAM
621
Family Asset Management
South Carolina
$387K +$189K +2,019 +96%
HSA
622
HBK Sorce Advisory
Pennsylvania
$383K -$94K -1,004 -20%
MG
623
Mather Group
Illinois
$380K -$55.1K -582 -13%
PPC
624
Park Place Capital
Alabama
$374K -$6.93K -74 -2%
4WM
625
4J Wealth Management
Virginia
$366K -$5.15K -55 -1%
23 24
25
26 27