IEF icon

iShares 7-10 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
126
Trustmark National Bank Trust Department
Mississippi
$20.4M +$558K +5,686 +3%
Allianz Asset Management
127
Allianz Asset Management
Germany
$19.4M +$19.4M +197,700 New
AWA
128
Arete Wealth Advisors
Illinois
$19.3M +$330K +3,373 +2%
TIAA Trust, National Association
129
TIAA Trust, National Association
North Carolina
$19.1M +$19.1M +194,639 New
KIM
130
Karpus Investment Management
New York
$18.9M +$17.5M +178,215 +1,256%
SFSG
131
Sound Financial Strategies Group
Mississippi
$18.9M +$18.9M +192,160 New
PPP
132
Private Portfolio Partners
New Jersey
$18.6M +$18.6M +189,787 New
FTA
133
Financial & Tax Architects
Missouri
$18.5M +$96.7K +986 +0.5%
GT
134
Greenleaf Trust
Michigan
$18.4M +$1.4M +14,311 +8%
ATI
135
Act Two Investors
California
$18.3M +$175K +1,783 +1%
PCA
136
Pallas Capital Advisors
Massachusetts
$18.1M -$1.57M -16,520 -8%
AAS
137
Avantax Advisory Services
Texas
$18M +$1.85M +18,864 +11%
TC
138
TownSquare Capital
Utah
$17.7M -$1.27M -12,973 -7%
SAM
139
Summit Asset Management
Tennessee
$17.7M +$1.69M +17,173 +11%
MCC
140
Money Concepts Capital
Florida
$17.6M +$8.37M +85,293 +90%
Simplex Trading
141
Simplex Trading
Illinois
$17.6M +$17.6M +179,259 New
USCWA
142
U.S. Capital Wealth Advisors
Texas
$17.5M +$294K +2,997 +2%
RSWM
143
Robertson Stephens Wealth Management
California
$17.3M +$7.98M +81,345 +86%
FFA
144
First Foundation Advisors
California
$17.2M +$1.33M +13,537 +8%
PGA
145
Portland Global Advisors
Maine
$17.1M -$1.19M -12,177 -7%
First Trust Advisors
146
First Trust Advisors
Illinois
$16.6M +$2.43M +24,721 +17%
Amundi
147
Amundi
France
$16.4M
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
$16.1M -$8.96M -91,108 -36%
PFP
149
Pinnacle Financial Partners
Tennessee
$16.1M -$813K -8,282 -5%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$16.1M -$557K -5,675 -3%