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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 %
MFG
726
Magnus Financial Group
New York
$274K -$398K -4,308 -59%
CIA
727
Cape Investment Advisory
Georgia
$272K +$22.1K +239 +9%
TWP
728
Triad Wealth Partners
Kansas
$271K +$271K +2,926 New
FA
729
FC Advisory
Pennsylvania
$268K +$2.68K +29 +1%
FFA
730
Farther Finance Advisors
California
$268K +$31.7K +343 +13%
HCM
731
Hudson Capital Management
New Jersey
$267K -$647 -7 -0.2%
JCM
732
Jacobi Capital Management
Pennsylvania
$264K -$219K -2,365 -45%
RW
733
Regimen Wealth
Georgia
$261K +$7.03K +76 +3%
HWM
734
HB Wealth Management
Georgia
$259K +$259K +2,805 New
VT
735
Vise Technologies
New York
$259K +$259K +2,797 New
JMFC
736
J.M. Forbes & Co
Massachusetts
$258K -$13.8K -149 -5%
SAS
737
Stelac Advisory Services
New York
$258K +$26.1K +282 +11%
MFIM
738
Mesirow Financial Investment Management
Illinois
$257K +$4.62K +50 +2%
SIM
739
Seaview Investment Managers
Florida
$257K +$257K +2,783 New
DI
740
Diligent Investors
California
$257K +$10.4K +112 +4%
CJ
741
Caitlin John
Michigan
$255K -$5.92K -64 -2%
MW
742
Maia Wealth
Colorado
$251K +$251K +2,694 New
TC
743
Trilogy Capital
California
$249K – – –
EDRH
744
Edmond de Rothschild Holding
Switzerland
$248K -$4.79M -51,809 -95%
VFG
745
Victory Financial Group
Texas
$248K +$248K +2,679 New
LCM
746
Lazari Capital Management
California
$247K +$247K +2,674 New
PAM
747
Peak Asset Management
Colorado
$245K +$245K +2,650 New
BCA
748
Bay Colony Advisors
Massachusetts
$244K +$1.48K +16 +0.6%
BBNA
749
Bremer Bank National Association
Minnesota
$242K – – –
SFG
750
Stonebridge Financial Group
Pennsylvania
$242K +$242K +2,619 New
28 29
30
31 32