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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 %
MA
76
MJP Associates
Connecticut
$33.8M 365,634 +3,213 +0.9%
SAM
77
Sompo Asset Management
Japan
$33.7M 364,744 +19,811 +6%
LFA
78
LifeGuide Financial Advisors
Pennsylvania
$33.1M 358,228 +20,520 +6%
TFA
79
Tobias Financial Advisors
Florida
$32.8M 354,828 +1,378 +0.4%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$32.5M 351,042 -18,781 -5%
AWS
81
Atria Wealth Solutions
New York
$31.4M 339,675 -306,689 -47%
BEC
82
Blue Edge Capital
Virginia
$30.7M 332,352 -6,248 -2%
SC
83
Schoolcraft Capital
Colorado
$30.4M 328,675 +4,331 +1%
CFSG
84
Community Financial Services Group
Vermont
$30.2M 326,274 +29,961 +10%
PA
85
Parkside Advisors
California
$29.8M 322,175 +12,102 +4%
Creative Planning
86
Creative Planning
Kansas
$29.5M 318,796 +268,570 +535%
KAS
87
Kestra Advisory Services
Texas
$28.5M 308,671 -35,272 -10%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$28M 265,112 -74,524 -22%
WJA
89
Willis Johnson & Associates
Texas
$27.8M 300,766 +147,521 +96%
Osaic Holdings
90
Osaic Holdings
Arizona
$27.8M 300,733 -61,620 -17%
Goldman Sachs
91
Goldman Sachs
New York
$27.5M 297,382 -1,185,162 -80%
FFBTD
92
First Financial Bank - Trust Division
Ohio
$27.1M 293,295 +7,247 +3%
MML Investors Services
93
MML Investors Services
Massachusetts
$26.9M 291,014 +24,244 +9%
AGA
94
Arkos Global Advisors
Texas
$26.9M 290,479 +190,875 +192%
WMR
95
Wealth Management Resources
Rhode Island
$26.6M 287,505 -13,163 -4%
KWM
96
Kaydan Wealth Management
Michigan
$26M 281,632 -3,568 -1%
PIN
97
Prudent Investors Network
California
$25.8M 279,608 +20,748 +8%
FFN
98
Focus Financial Network
Minnesota
$25.8M 279,464 -3,066 -1%
WWA
99
WCG Wealth Advisors
Nevada
$25.7M 277,466 +8,031 +3%
AssetMark Inc
100
AssetMark Inc
California
$25.4M 274,448 +41,367 +18%
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4
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