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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 %
PMG
1001
ProVise Management Group
Florida
– – -21,188 Closed
WWM
1002
Whalen Wealth Management
Nevada
– – -20,326 Closed
FSA
1003
Financial Services Advisory
Maryland
– – -13,682 Closed
GCP
1004
GSA Capital Partners
United Kingdom
– – -13,671 Closed
BAWC
1005
Boyce & Associates Wealth Consulting
Texas
– – -13,547 Closed
FPW
1006
Flagship Private Wealth
Massachusetts
– – -13,215 Closed
MWM
1007
Moulton Wealth Management
Washington
– – -11,395 Closed
PCMH
1008
Polymer Capital Management (HK)
Hong Kong
– – -10,200 Closed
AQR Capital Management
1009
AQR Capital Management
Connecticut
– – -9,558 Closed
EC
1010
Estate Counselors
Wisconsin
– – -8,703 Closed
PWM
1011
Prentice Wealth Management
New York
– – -8,326 Closed
HCM
1012
Howard Capital Management
Georgia
– – -8,060 Closed
ACM
1013
Avalon Capital Management
California
– – -7,536 Closed
RBFC
1014
Roman Butler Fullerton & Co
Missouri
– – -7,444 Closed
MIS
1015
Morningstar Investment Services
Illinois
– – -7,375 Closed
MWM
1016
Mission Wealth Management
California
– – -6,850 Closed
AWA
1017
Adapt Wealth Advisors
Georgia
– – -6,786 Closed
BWP
1018
Baldwin Wealth Partners
Massachusetts
– – -5,315 Closed
BIP
1019
Blueprint Investment Partners
North Carolina
– – -5,314 Closed
OCM
1020
Objective Capital Management
Ohio
– – -4,931 Closed
DWM
1021
Drive Wealth Management
Utah
– – -4,924 Closed
AWA
1022
Acorn Wealth Advisors
Michigan
– – -4,749 Closed
ACGA
1023
Atlanta Consulting Group Advisors
Georgia
– – -4,460 Closed
RIA
1024
Regal Investment Advisors
Michigan
– – -4,392 Closed
HF
1025
HRT Financial
New York
– – -4,326 Closed
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