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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

933 hedge funds and large institutions have $30.1B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 428 increasing their positions, 257 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+37
Holders Change %
+4.13%
% of All Funds
13.5%
Holding in Top 10
101
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.48%
% of All Funds
1.46%
New
141
Increased
428
Reduced
257
Closed
91
Calls
$1.29B
Puts
$1.37B
Net Calls
-$79.3M
Net Calls Change
-$274M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$4.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.72B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$758M
4
Invesco
Invesco
Georgia
$252M
5
Citadel Advisors
Citadel Advisors
Florida
$197M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.39B
2
Charles Schwab
Charles Schwab
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.29B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.49M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
951
RFG Advisory
Alabama
– -$4.79M -51,152 Closed
BMCM
952
Black Maple Capital Management
Wisconsin
– -$3.93M -42,000 Closed
Verition Fund Management
953
Verition Fund Management
Connecticut
– -$3.54M -37,775 Closed
NFG
954
Nations Financial Group
Iowa
– -$3M -31,999 Closed
GC
955
Guggenheim Capital
Illinois
– -$2.77M -29,604 Closed
QFA
956
Quattro Financial Advisors
Texas
– -$2.47M -26,380 Closed
LWM
957
Liberty Wealth Management
California
– -$43K -26,217 Closed
HWM
958
HB Wealth Management
Georgia
– -$1.82M -19,462 Closed
GSEP
959
Golden State Equity Partners
California
– -$1.68M -17,889 Closed
BBVA
960
Banco Bilbao Vizcaya Argentaria
Spain
– -$1.35M -14,450 Closed
PVM
961
Palogic Value Management
Texas
– -$1.32M -14,100 Closed
SFC
962
Strategic Financial Concepts
Texas
– -$1.74K -13,655 Closed
OCPWS
963
One Charles Private Wealth Services
Massachusetts
– -$1.25M -13,393 Closed
IAIM
964
International Assets Investment Management
Florida
– -$1.21M -12,939 Closed
IWP
965
Innova Wealth Partners
Pennsylvania
– -$1.05M -11,244 Closed
BP
966
Ballentine Partners
Massachusetts
– -$1.02M -10,852 Closed
MWA
967
Midland Wealth Advisors
Illinois
– -$996K -10,640 Closed
XS
968
XR Securities
Illinois
– -$946K -10,098 Closed
CWM
969
Centric Wealth Management
Illinois
– -$958K -10,087 Closed
SGCA
970
Steel Grove Capital Advisors
Tennessee
– -$937K -10,000 Closed
MAM
971
Milestone Asset Management
Pennsylvania
– -$799K -8,533 Closed
HOWA
972
Heritage Oak Wealth Advisors
Florida
– -$767K -8,187 Closed
BWM
973
Birchcreek Wealth Management
Ohio
– -$762K -8,135 Closed
VAS
974
Vestmark Advisory Solutions
Massachusetts
– -$715K -7,639 Closed
USWIA
975
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$443K -4,727 Closed
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