IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
Mariner
Kansas
$169M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M
5
CF
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
Charles Schwab
California
$528M
3
UBS Group
UBS Group
Switzerland
$756M
4
PC
Peavine Capital
Nevada
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VL
901
Vima LLC
Michigan
$674 +$674 +7 New
HF
902
Halpern Financial
Virginia
$578 +$578 +6 New
JHCP
903
Jackson Hole Capital Partners
Oklahoma
$482 – – –
HCP
904
Hexagon Capital Partners
Arkansas
$153 – – –
RAM
905
Riggs Asset Management
Pennsylvania
$97 +$97 +1 New
VWM
906
Valley Wealth Managers
New Jersey
$96 – – –
Capstone Investment Advisors
907
Capstone Investment Advisors
New York
$96 +$96 +1 New
KA
908
Kozak & Associates
Colorado
$55 -$11.9K -217 -100%
PC
909
Peavine Capital
Nevada
– -$148M -1,610,776 Closed
AGC
910
Alden Global Capital
Florida
– -$66.5M -726,112 Closed
ICM
911
III Capital Management
Florida
– -$26.1M -285,000 Closed
PRS
912
Pinkerton Retirement Specialists
Idaho
– -$14.2M -154,932 Closed
OMC
913
Old Mission Capital
Illinois
– -$11.6M -126,157 Closed
QWM
914
Quaker Wealth Management
New Jersey
– -$11.3M -123,899 Closed
BGDI
915
BW Gestao de Investimentos
Brazil
– -$9.32M -101,755 Closed
SCP
916
Syntal Capital Partners
Texas
– -$8.89M -97,114 Closed
APW
917
Acima Private Wealth
Virginia
– -$7.11M -77,675 Closed
UIA
918
UG Investment Advisers
Taiwan
– -$5.83M -63,650 Closed
APWA
919
Atlas Private Wealth Advisors
New Jersey
– -$5.44M -59,413 Closed
CP
920
Covalent Partners
Massachusetts
– -$4.23M -46,175 Closed
NW
921
NewEdge Wealth
Pennsylvania
– -$4.06M -44,344 Closed
WAM
922
WNY Asset Management
New York
– -$3.9M -42,549 Closed
FHA
923
Flagship Harbor Advisors
Massachusetts
– -$3.87M -42,257 Closed
SIA
924
SeaBridge Investment Advisors
New Jersey
– -$3.8M -41,535 Closed
BMCM
925
Burns Matteson Capital Management
New York
– -$3.12M -34,053 Closed
35 36
37
38 39