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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 %
HHGC
976
Hunting Hill Global Capital
New York
– -$414K -4,420 Closed
AA
977
Aire Advisors
California
– -$411K -4,386 Closed
CPA
978
Capital Planning Advisors
California
– -$407K -4,342 Closed
P
979
Pitcairn
Pennsylvania
– -$395K -4,213 Closed
PPW
980
Parcion Private Wealth
Washington
– -$307K -3,278 Closed
ECA
981
Elevated Capital Advisors
Utah
– -$295K -3,148 Closed
GFP
982
Gryphon Financial Partners
Ohio
– -$290K -3,094 Closed
CMI
983
Clare Market Investments
Texas
– -$285K -3,043 Closed
HP
984
Holistic Planning
Texas
– -$280K -2,953 Closed
SW
985
SVB Wealth
Massachusetts
– -$274K -2,924 Closed
HIP
986
HUB Investment Partners
Texas
– -$270K -2,883 Closed
LJAC
987
L.J. Altfest & Co
New York
– -$259K -2,768 Closed
MWM
988
Maripau Wealth Management
Indiana
– -$259K -2,766 Closed
BTWM
989
Baker Tilly Wealth Management
Wisconsin
– -$245K -2,614 Closed
PPW
990
Pasadena Private Wealth
California
– -$240K -2,564 Closed
JEST
991
JTC Employer Solutions Trustee
Jersey
– -$236K -2,523 Closed
JWA
992
JFS Wealth Advisors
Pennsylvania
– -$224K -2,393 Closed
DFA
993
Davies Financial Advisors
California
– -$218K -2,331 Closed
WANY
994
Wealthspire Advisors (New York)
New York
– -$210K -2,245 Closed
PVI
995
Pine Valley Investments
New Jersey
– -$210K -2,241 Closed
CCM
996
Crew Capital Management
Ohio
– -$206K -2,199 Closed
GG
997
Gleason Group
Kentucky
– -$119K -1,272 Closed
WIA
998
Wetzel Investment Advisors
Indiana
– -$109K -1,150 Closed
LIA
999
Lynx Investment Advisory
District of Columbia
– -$84.3K -900 Closed
KFS
1000
Kelly Financial Services
Massachusetts
– -$57.8K -617 Closed
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40
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