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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$718M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
3
Invesco
Georgia
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
701
Pinnacle Bancorp
Nebraska
$321K +$93.7K +1,014 +41%
TCM
702
Tran Capital Management
California
$319K – – –
RW
703
Rede Wealth
Virginia
$316K +$41K +443 +15%
AA
704
AlphaCentric Advisors
Puerto Rico
$315K -$38.3K -414 -11%
SAM
705
Strategy Asset Managers
California
$314K +$44.5K +481 +17%
FMI
706
F/M Investments
District of Columbia
$310K +$310K +3,356 New
RCI
707
RS Crum Inc
California
$310K – – –
VA
708
Valmark Advisers
Ohio
$308K +$57.3K +620 +23%
MTC
709
Matrix Trust Company
Colorado
$308K +$15.2K +164 +5%
KAS
710
KPP Advisory Services
Kentucky
$306K -$8.32K -90 -3%
LFG
711
Larson Financial Group
Missouri
$305K +$154K +1,662 +102%
PA
712
Parallel Advisors
California
$302K -$62.2K -673 -17%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$302K +$302K +3,265 New
HNB
714
Huntington National Bank
Ohio
$302K -$687K – –
CWP
715
Cyndeo Wealth Partners
Florida
$296K +$21.3K +230 +8%
VCA
716
Verdence Capital Advisors
Maryland
$293K +$1.85K +20 +0.6%
WF
717
Welch & Forbes
Massachusetts
$292K – – –
SAW
718
Signal Advisors Wealth
Michigan
$292K -$277K -2,999 -49%
IAS
719
Insigneo Advisory Services
Florida
$291K -$4.71K -51 -2%
IAG
720
Ipsen Advisor Group
Arkansas
$283K +$283K +3,065 New
HGWM
721
Horst & Graben Wealth Management
Oregon
$283K +$37.1K +401 +15%
SJL
722
Shayne & Jacobs LLC
Tennessee
$281K – – –
CAWM
723
Capital Advisors Wealth Management
Washington
$279K +$279K +3,017 New
SFG
724
Sovereign Financial Group
Connecticut
$276K -$116K -1,254 -30%
RWIA
725
Roger Wittlin Investment Advisory
California
$275K +$3.42K +37 +1%
27 28
29
30 31