IEF icon

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
$1.91B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.89B
3
BlackRock
BlackRock
New York
$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$106M
5
Ameriprise
Ameriprise
Minnesota
$1.06B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$326M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
CLGM
Capitolis Liquid Global Markets
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
901
Hexagon Capital Partners
Arkansas
$149 – – –
Capstone Investment Advisors
902
Capstone Investment Advisors
New York
$94 – – –
Citadel Advisors
903
Citadel Advisors
Florida
– -$200M -2,109,057 Closed
CLGM
904
Capitolis Liquid Global Markets
New York
– -$124M -1,313,000 Closed
RVPG
905
Relative Value Partners Group
– -$45.3M -469,676 Closed
EFI
906
EHP Funds Inc
Canada
– -$40.6M -428,600 Closed
TWM
907
Tanglewood Wealth Management
Texas
– -$19.9M -209,971 Closed
PPP
908
Private Portfolio Partners
New Jersey
– -$17.6M -185,545 Closed
Simplex Trading
909
Simplex Trading
Illinois
– -$15.8M -167,310 Closed
SLF
910
Sun Life Financial
Ontario, Canada
– -$15M -152,000 Closed
SHFP
911
Second Half Financial Partners
Florida
– -$11.3M -119,853 Closed
GAA
912
Global Assets Advisory
Florida
– -$834K -78,004 Closed
EWM
913
Executive Wealth Management
Michigan
– -$7.21M -77,059 Closed
LNC
914
Lincoln National Corp
Pennsylvania
– -$5.81M -61,352 Closed
PWM
915
Pacific Wealth Management
California
– -$5.86M -60,790 Closed
HA
916
HC Advisors
Georgia
– -$4.31M -45,568 Closed
UIA
917
UG Investment Advisers
Taiwan
– -$3.94M -41,600 Closed
AA
918
Advisory Alpha
Michigan
– -$3.58M -37,827 Closed
MAM
919
Meeder Asset Management
Ohio
– -$3.55M -37,495 Closed
MWM
920
Meridian Wealth Management
Kentucky
– -$3.25M -34,350 Closed
SC
921
Sykon Capital
New York
– -$3.04M -32,082 Closed
ACM
922
Andina Capital Management
Utah
– -$2.95M -31,213 Closed
GEM
923
Global Endowment Management
North Carolina
– -$2.77M -29,260 Closed
AIM
924
Alhambra Investment Management
Florida
– -$2.54M -26,787 Closed
WA
925
WESPAC Advisors
California
– -$2.41M -25,504 Closed
35 36
37
38 39