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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

963 hedge funds and large institutions have $30B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 355 increasing their positions, 354 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
12.82%
Holding in Top 10
97
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.96%
% of All Funds
1.29%
New
162
Increased
355
Reduced
354
Closed
113
Calls
$1.33B
Puts
$869M
Net Calls
+$461M
Net Calls Change
+$541M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.05B
2
Fisher Asset Management
Fisher Asset Management
Washington
$4.55B
3
Jane Street
Jane Street
New York
$245M
4
AFP
Ausdal Financial Partners
Iowa
$59.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$56.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$718M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
Invesco
Georgia
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
651
Chemistry Wealth Management
New York
$419K -$80.5K -871 -16%
SB
652
Strategic Blueprint
Georgia
$419K -$726K -7,847 -63%
GS
653
GTS Securities
New York
$416K -$665K -7,194 -62%
NG
654
Novem Group
New York
$416K +$416K +4,495 New
EWA
655
EP Wealth Advisors
California
$414K +$261K +2,825 +171%
BFG
656
Berger Financial Group
Minnesota
$413K +$6.01K +65 +1%
SC
657
Savant Capital
Illinois
$412K +$12.9K +139 +3%
BHB
658
Bank Hapoalim BM
Israel
$407K -$460K – –
PWP
659
Phillips Wealth Planners
Mississippi
$405K +$548 +6 +0.1%
GFG
660
GR Financial Group
Arizona
$402K +$4.9K +53 +1%
CPW
661
Catalyst Private Wealth
California
$402K +$30.4K +329 +8%
PI
662
PFG Investments
New York
$402K -$171K -1,845 -30%
JIP
663
Jaffetilchin Investment Partners
Florida
$397K -$105K -1,133 -21%
BWAM
664
Boyd Watterson Asset Management
Ohio
$396K +$23.3K +252 +6%
CCM
665
Crabel Capital Management
California
$395K -$3.56M -38,471 -90%
RBC
666
Roble Belko & Company
Pennsylvania
$392K – – –
CCA
667
Carrera Capital Advisors
Michigan
$391K +$3.61K +39 +0.9%
CIM
668
Cambria Investment Management
California
$390K -$195K -2,109 -33%
CWP
669
Core Wealth Partners
California
$388K +$388K +4,202 New
WIM
670
Westside Investment Management
California
$386K -$18.4K -199 -5%
UCFA
671
United Capital Financial Advisors
Texas
$386K +$74.1K +801 +24%
NWMP
672
Noble Wealth Management PBC
Colorado
$383K +$383K +4,148 New
CA
673
CoreCap Advisors
Michigan
$380K -$4.34M -46,914 -92%
WAM
674
Wolverine Asset Management
Illinois
$379K +$176K +1,900 +86%
XT
675
XTX Topco
Cayman Islands
$377K +$377K +4,077 New
25 26
27
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