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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.

Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
12.83%
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
Raymond James Financial
2
Raymond James Financial
Florida
$725M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$4.55B
4
Jane Street
4
Jane Street
New York
$245M
5
AFP
5
Ausdal Financial Partners
Iowa
$59.2M

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 Market Value Shares Shares
Change 		Shares
Change %
RA
926
Rise Advisors
New York
$8.07K 87 +1 +1%
CPG
927
Cornerstone Planning Group
New Jersey
$8K 86 -4 -4%
KWM
928
Kiker Wealth Management
Georgia
$7.95K 86 +86 New
EWM
929
EPG Wealth Management
Georgia
$7.86K 85 – –
DWA
930
Delos Wealth Advisors
Texas
$6.93K 75 – –
T
931
Tidemark
California
$6.56K 71 – –
VNA
932
Valley National Advisers
Pennsylvania
$6K 73 +73 New
BLC
933
Brown, Lisle/Cummings
Rhode Island
$5.46K 59 +50 +556%
MSG
934
Main Street Group
Virginia
$5.09K 55 -22 -29%
FGA
935
Fortis Group Advisors
New Jersey
$4.99K 54 -39,238 -100%
SIC
936
Salem Investment Counselors
North Carolina
$4.92K 53 +53 New
WWP
937
WR Wealth Planners
Missouri
$4.44K 48 – –
DWM
938
Darwin Wealth Management
Florida
$4.2K 45 -73 -62%
M
939
MOTCO
Texas
$4.07K 44 – –
PWMG
940
Prestige Wealth Management Group
New Jersey
$3.98K 43 – –
YP
941
YANKCOM Partnership
South Dakota
$3.88K 42 +42 New
OPTFSNA
942
Old Point Trust & Financial Services N A
Virginia
$3.79K 41 +41 New
MFC
943
Morris Financial Concepts
South Carolina
$3.7K 40 – –
RFA
944
Reyes Financial Architecture
California
$3.33K 36 +36 New
VWWMG
945
Vermillion & White Wealth Management Group
Pennsylvania
$3.24K 35 – –
ME
946
McIlrath & Eck
Washington
$3.14K 34 – –
LOIP
947
Live Oak Investment Partners
Texas
– – – –
RCM
948
Raleigh Capital Management
North Carolina
$3.01K 33 -1 -3%
PWM
949
Provident Wealth Management
Tennessee
$2.5K 27 – –
HT
950
Headlands Technologies
Illinois
$2.31K 25 -794 -97%
36 37
38
39 40