IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

905 hedge funds and large institutions have $24.8B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 309 increasing their positions, 305 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
905
Holders Change
+113
Holders Change %
+14.27%
% of All Funds
13.27%
Holding in Top 10
103
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.19%
% of All Funds
1.51%
New
214
Increased
309
Reduced
305
Closed
83
Calls
$1.12B
Puts
$843M
Net Calls
+$275M
Net Calls Change
+$142M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.89B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$543M
3
Mariner
Mariner
Kansas
$169M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$218M
5
CF
Canoe Financial
Alberta, Canada
$163M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.93B
2
Charles Schwab
Charles Schwab
California
$528M
3
UBS Group
UBS Group
Switzerland
$756M
4
PC
Peavine Capital
Nevada
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$16.2M +$2.12M +22,037 +15%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$16.1M +$1.36M +14,136 +9%
ACP
128
Aveo Capital Partners
Colorado
$15.9M +$5.97M +61,940 +60%
KeyBank National Association
129
KeyBank National Association
Ohio
$15.9M +$12.4M +128,429 +355%
KAS
130
Kestra Advisory Services
Texas
$15.6M +$6.8M +70,563 +77%
EDRIA
131
Edmonds Duncan Registered Investment Advisors
Kansas
$15.6M -$492K -5,101 -3%
ATI
132
Act Two Investors
California
$15.2M +$3.57M +37,009 +31%
FFN
133
Focus Financial Network
Minnesota
$15.2M +$203K +2,105 +1%
TPCW
134
TD Private Client Wealth
New York
$14.9M -$122M -1,270,149 -89%
JF
135
Jump Financial
Illinois
$14.7M +$14.7M +152,758 New
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$14.7M – – –
TI
137
TTP Investments
California
$14.5M +$14.5M +150,334 New
TFA
138
TPG Financial Advisors
Oregon
$14.4M -$1.68M -17,536 -10%
PNAA
139
Pictet North America Advisors
Switzerland
$14.3M -$3.37M -34,960 -19%
KWM
140
Kingsview Wealth Management
Oregon
$14.2M +$1.87M +19,452 +15%
OAJ
141
Ogorek Anthony Joseph
New York
$14.2M -$1.67M -17,281 -11%
US Bancorp
142
US Bancorp
Minnesota
$13.8M -$1.62M -16,831 -11%
TF
143
Trek Financial
Arizona
$13.7M +$3.21M +33,278 +31%
PA
144
Pineridge Advisors
Missouri
$13.7M +$13.7M +141,966 New
WJA
145
Willis Johnson & Associates
Texas
$13.7M +$660K +6,846 +5%
GI
146
Gradient Investments
Minnesota
$13.3M -$2.8M -29,045 -17%
SAM
147
Summit Asset Management
Tennessee
$13.2M +$12.8M +133,310 +3,333%
RFS
148
Retirement Financial Solutions
Tennessee
$13.2M -$1.19M -12,379 -8%
4WM
149
49 Wealth Management
Texas
$13.2M +$13.2M +136,664 New
AWM
150
Axxcess Wealth Management
California
$13M +$2.85M +29,516 +28%
4 5
6
7 8