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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 %
CCP
676
Clarity Capital Partners
California
$363K +$42.4K +459 +13%
WWM
677
Western Wealth Management
Colorado
$361K -$449K -4,855 -55%
HSA
678
HBK Sorce Advisory
Pennsylvania
$361K -$19K -205 -5%
JWCA
679
J.W. Cole Advisors
Florida
$356K -$180K -1,952 -34%
HB
680
HTLF Bank
Colorado
$354K – – –
VIPI
681
Vista Investment Partners II
Indiana
$353K +$353K +3,819 New
IAG
682
Investment Advisory Group
Massachusetts
$353K +$7.49K +81 +2%
BFM
683
Boston Financial Management
Massachusetts
$347K -$682K -7,381 -66%
JAA
684
Joel Adams & Associates
North Carolina
$346K +$346K +3,747 New
AWM
685
Accurate Wealth Management
Florida
$346K -$91.1K -997 -21%
CA
686
Crumly & Associates
Illinois
$345K +$94.9K +1,027 +38%
GBWM
687
Granite Bay Wealth Management
New Hampshire
$341K +$341K +3,685 New
SHFP
688
Second Half Financial Partners
Florida
$338K -$70.4K -762 -17%
SLG
689
Stanley-Laman Group
Pennsylvania
$338K +$68.1K +737 +25%
YWM
690
Yoder Wealth Management
California
$334K -$83.2K -900 -20%
CA
691
CWC Advisors
Oregon
$333K +$44.1K +477 +15%
AWP
692
Accretive Wealth Partners
New Jersey
$333K – – –
DLCIG
693
D.L. Carlson Investment Group
New Hampshire
$333K +$39.8K +430 +14%
SFA
694
Sequoia Financial Advisors
Ohio
$331K +$107K +1,157 +48%
CL
695
Cabana LLC
Arkansas
$331K +$26.2K +283 +9%
RWRC
696
R.W. Roge & Company
New York
$328K +$328K +3,554 New
CGA
697
Crescent Grove Advisors
Illinois
$327K +$35.4K +383 +12%
PG
698
Patten Group
Tennessee
$325K -$80.2K -867 -20%
PNAA
699
Pictet North America Advisors
Switzerland
$323K -$36.3M -393,157 -99%
4WM
700
4J Wealth Management
Virginia
$322K -$39.7K -429 -11%
26 27
28
29 30