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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
12.82%
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
Fisher Asset Management
2
Fisher Asset Management
Washington
$4.55B
3
Jane Street
3
Jane Street
New York
$245M
4
AFP
4
Ausdal Financial Partners
Iowa
$59.2M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$56.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$18.3M -$3.46M -37,453 -16%
AWA
127
Arete Wealth Advisors
Illinois
$18.3M +$90.3K +977 +0.5%
FTA
128
Financial & Tax Architects
Missouri
$18.2M +$838K +9,060 +5%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$18.1M +$2.98M +32,248 +20%
GT
130
Greenleaf Trust
Michigan
$17.9M +$550K +5,947 +3%
PPP
131
Private Portfolio Partners
New Jersey
$17.8M +$296K +3,197 +2%
CA
132
Cambridge Associates
Massachusetts
$17.8M -$10.2M -109,827 -36%
PCA
133
Pallas Capital Advisors
Massachusetts
$17.6M -$21.9K -237 -0.1%
TC
134
TownSquare Capital
Utah
$17.1M +$359K +3,884 +2%
BWM
135
Bulltick Wealth Management
Florida
$17M +$12M +130,039 +240%
PGA
136
Portland Global Advisors
Maine
$17M +$856K +9,264 +5%
SAM
137
Summit Asset Management
Tennessee
$16.8M +$157K +1,694 +0.9%
SFSG
138
Sound Financial Strategies Group
Mississippi
$16.8M -$955K -10,326 -5%
USCWA
139
U.S. Capital Wealth Advisors
Texas
$16.5M -$26.7K -289 -0.2%
TIAA Trust, National Association
140
TIAA Trust, National Association
North Carolina
$16.4M -$1.59M -17,212 -9%
NA
141
NewEdge Advisors
Louisiana
$16.3M -$9.99M -108,008 -38%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$15.8M +$1.56M +16,897 +11%
US Bancorp
143
US Bancorp
Minnesota
$15.5M +$2.38M +25,797 +18%
OLVIG
144
Oliver Lagore Vanvalin Investment Group
Michigan
$15.4M +$3.07M +33,231 +25%
Schroder Investment Management Group
145
Schroder Investment Management Group
United Kingdom
$15.2M – – –
JF
146
Joule Financial
Kentucky
$15.2M +$416K +4,503 +3%
First Trust Advisors
147
First Trust Advisors
Illinois
$15.1M -$552K -5,975 -4%
BFA
148
Benningfield Financial Advisors
California
$14.9M +$14.9M +161,295 New
TFA
149
TPG Financial Advisors
Oregon
$14.6M -$12.5M -135,329 -46%
PFP
150
Pinnacle Financial Partners
Tennessee
$14.3M -$887K -9,597 -6%
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