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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 %
AFO
951
Arrowroot Family Office
California
– -$384K -4,061 Closed
CSIA
952
Charles Schwab Investment Advisory
California
– -$378K -3,989 Closed
Marshall Wace
953
Marshall Wace
United Kingdom
– -$336K -3,550 Closed
FA
954
Fermata Advisors
California
– -$336K -3,548 Closed
OWM
955
OneAscent Wealth Management
Alabama
– -$328K -3,461 Closed
FA
956
Fiduciary Alliance
South Carolina
– -$318K -3,395 Closed
TCM
957
Towneley Capital Management
California
– -$310K -3,272 Closed
FPCP
958
Fort Point Capital Partners
California
– -$307K -3,239 Closed
WIC
959
Woodmont Investment Counsel
Tennessee
– -$299K -3,162 Closed
SAW
960
Signal Advisors Wealth
Michigan
– -$281K -2,965 Closed
BA
961
BCM Advisors
Louisiana
– -$268K -2,931 Closed
SWM
962
Silverlake Wealth Management
Vermont
– -$256K -2,708 Closed
WDC
963
Woodward Diversified Capital
California
– -$254K -2,679 Closed
ARC
964
Advisor Resource Council
Texas
– -$252K -2,618 Closed
GI
965
GLOBALT Investments
Georgia
– -$224K -2,370 Closed
VFA
966
Voya Financial Advisors
Connecticut
– -$224K -2,365 Closed
UFA
967
US Financial Advisors
Massachusetts
– -$202K -2,138 Closed
EWA
968
EP Wealth Advisors
California
– -$195K -2,062 Closed
Allianz Asset Management
969
Allianz Asset Management
Germany
– -$131K -1,380 Closed
CYG
970
Clean Yield Group
Vermont
– -$94.7K -1,000 Closed
TCM
971
TruNorth Capital Management
Michigan
– -$59.6K -630 Closed
B
972
Birchbrook
Maine
– -$47.8K -505 Closed
FMP
973
Financial Management Professionals
Texas
– -$10K -500 Closed
TAM
974
Townsend Asset Management
North Carolina
– -$28.9K -305 Closed
RFG
975
REAP Financial Group
Texas
– -$20.7K -218 Closed
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