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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 %
Wellington Management Group
976
Wellington Management Group
Massachusetts
– – -254,765 Closed
PCM
977
Penserra Capital Management
California
– – -140,906 Closed
MAC
978
Mason & Associates (California)
California
– – -137,224 Closed
CG
979
Cynosure Group
Utah
– – -118,856 Closed
FFG
980
Foundry Financial Group
New Hampshire
– – -97,929 Closed
PWM
981
Palumbo Wealth Management
New York
– – -84,085 Closed
AFA
982
Atlas Financial Advisors
California
– – -64,900 Closed
HSWS
983
Higgins & Schmidt Wealth Strategies
Colorado
– – -60,775 Closed
EP
984
Edgestream Partners
New Jersey
– – -59,340 Closed
Prudential Financial
985
Prudential Financial
New Jersey
– – -55,203 Closed
RCG
986
Rock Creek Group
District of Columbia
– – -53,562 Closed
BFWM
987
Bright Futures Wealth Management
New York
– – -51,283 Closed
VWM
988
Vigilare Wealth Management
Arizona
– – -49,016 Closed
Allspring Global Investments
989
Allspring Global Investments
North Carolina
– – -47,337 Closed
QAM
990
Q3 Asset Management
Michigan
– – -43,587 Closed
TI
991
Tidal Investments
Wisconsin
– – -32,741 Closed
OFP
992
OLIO Financial Planning
Virginia
– – -31,460 Closed
MCM
993
Moore Capital Management
New York
– – -31,118 Closed
RCS
994
Retirement Capital Strategies
California
– – -29,626 Closed
MA
995
Marquette Associates
Illinois
– – -28,850 Closed
SC
996
Sykon Capital
New York
– – -27,239 Closed
BFM
997
Boothbay Fund Management
New York
– – -26,678 Closed
SG
998
Sourcerock Group
Colorado
– – -26,666 Closed
MSWM
999
Mowery & Schoenfeld Wealth Management
Illinois
– – -26,279 Closed
GEM
1000
Global Endowment Management
North Carolina
– – -23,000 Closed
38 39
40
41 42