IEF icon

iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

896 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 365 increasing their positions, 297 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
13.03%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
117
Increased
365
Reduced
297
Closed
94
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.91B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.89B
3
BlackRock
BlackRock
New York
$347M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$106M
5
Ameriprise
Ameriprise
Minnesota
$1.06B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$326M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
CLGM
Capitolis Liquid Global Markets
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
151
Willis Johnson & Associates
Texas
$14.3M +$380K +4,057 +3%
PA
152
Pineridge Advisors
Missouri
$14M +$869K +9,279 +7%
HFS
153
Hantz Financial Services
Michigan
$13.9M +$2.87M +30,661 +26%
QC
154
Quadrature Capital
United Kingdom
$13.9M +$13.9M +147,952 New
MC
155
Middleton & Co
Massachusetts
$13.8M -$594K -6,343 -4%
First Trust Advisors
156
First Trust Advisors
Illinois
$13.5M +$215K +2,294 +2%
WFA
157
Wellspring Financial Advisors
Ohio
$13.3M +$340K +3,631 +3%
PNAA
158
Pictet North America Advisors
Switzerland
$13.2M +$7.18M +76,697 +119%
PAG
159
Private Advisor Group
New Jersey
$12.9M +$77.2K +824 +0.6%
HTC
160
Haverford Trust Company
Pennsylvania
$12.7M +$422K +4,506 +3%
US Bancorp
161
US Bancorp
Minnesota
$12.2M -$2.43M -25,944 -17%
AI
162
ArchPoint Investors
Florida
$12.2M -$140K -1,500 -1%
SG Americas Securities
163
SG Americas Securities
New York
$12.2M -$23.3M -248,470 -66%
PWM
164
Perigon Wealth Management
California
$12M +$11K +117 +0.1%
JF
165
Joule Financial
Kentucky
$12M +$10.8M +115,065 +888%
BCI
166
Brinker Capital Investments
Pennsylvania
$11.8M +$1.75M +18,649 +17%
OPS
167
Orion Portfolio Solutions
Nebraska
$11.8M +$1.75M +18,649 +17%
BW
168
Bison Wealth
Georgia
$11.7M – – –
IIA
169
IPG Investment Advisors
California
$11.5M +$201K +2,143 +2%
FDP
170
Financiere des Professionnels
Quebec, Canada
$11.4M – – –
ACP
171
Aveo Capital Partners
Colorado
$11.4M +$1.32M +14,116 +13%
PWP
172
Principle Wealth Partners
Connecticut
$11.4M +$255K +2,725 +2%
SC
173
Sinecera Capital
Texas
$11.4M -$222K -2,345 -2%
HCA
174
Heck Capital Advisors
Wisconsin
$11.3M -$6.26M -66,822 -36%
RWM
175
Ritholtz Wealth Management
New York
$11.2M +$791K +8,446 +8%
5 6
7
8 9