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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 %
KWM
726
KFG Wealth Management
Indiana
$224K – – –
MW
727
Marcum Wealth
Ohio
$221K +$221K +2,365 New
GT
728
Glenview Trust
Kentucky
$221K +$19.1K +204 +9%
WP
729
Wealthspan Partners
Iowa
$221K +$221K +2,357 New
ATS
730
Ashton Thomas Securities
New York
$219K +$219K +2,326 New
BSW
731
Buckingham Strategic Wealth
Missouri
$219K +$468 +5 +0.2%
DFA
732
Davies Financial Advisors
California
$218K -$170K -1,817 -44%
FFA
733
Farther Finance Advisors
California
$214K +$22.1K +238 +11%
RIL
734
Rothschild Investment LLC
Illinois
$213K +$11.6K +124 +6%
ECM
735
Exchange Capital Management
Michigan
$211K -$2.53K -27 -1%
PAM
736
Palisade Asset Management
Minnesota
$211K – – –
WANY
737
Wealthspire Advisors (New York)
New York
$210K +$210K +2,245 New
PVI
738
Pine Valley Investments
New Jersey
$210K -$130K -1,390 -38%
WAM
739
WNY Asset Management
New York
$207K -$66.4K -709 -24%
SMA
740
Seven Mile Advisory
New Jersey
$207K +$1.87K +20 +0.9%
CCM
741
Crew Capital Management
Ohio
$206K +$206K +2,199 New
MAM
742
MMA Asset Management
Pennsylvania
$201K -$3K -32 -1%
PB
743
Pinnacle Bancorp
Nebraska
$200K +$53.8K +575 +37%
LFG
744
Larson Financial Group
Missouri
$198K +$44.2K +472 +29%
UB
745
UMB Bank
Missouri
$194K -$93.2K -995 -32%
CFB
746
Cullen/Frost Bankers
Texas
$192K – – –
MFC
747
Mechanics Financial Corp
Ohio
$179K – – –
FDCDDQ
748
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K -$17.8K -190 -9%
DSC
749
Duncker Streett & Co
Missouri
$177K – – –
CIBC Private Wealth Group
750
CIBC Private Wealth Group
Georgia
$164K -$192K -2,039 -54%
28 29
30
31 32