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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.

New
Increased
Maintained
Reduced
Closed
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 %
RFS
151
Retirement Financial Solutions
Tennessee
$14.1M -$274K -2,964 -2%
HTC
152
Haverford Trust Company
Pennsylvania
$13.8M +$699K +7,556 +5%
SPIA
153
Strategic Point Investment Advisors
Rhode Island
$13.7M -$11M -118,675 -44%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$13.5M -$90.8M -981,961 -87%
G
155
GenTrust
Florida
$13.5M +$10.2M +109,921 +308%
HFS
156
Hantz Financial Services
Michigan
$13.4M -$10.1K -109 -0.1%
PA
157
PFG Advisors
Arizona
$13.4M +$928K +10,035 +7%
Millennium Management
158
Millennium Management
New York
$13.4M +$7.25M +78,457 +118%
MWM
159
MY Wealth Management
Maryland
$13.3M -$34.3K -371 -0.3%
AI
160
ArchPoint Investors
Florida
$12.9M +$878K +9,500 +7%
WHCFA
161
William Howard & Co Financial Advisors
Tennessee
$12.8M -$2.06M -22,279 -14%
MC
162
Middleton & Co
Massachusetts
$12.7M -$1.78M -19,246 -12%
SPIA
163
Steward Partners Investment Advisory
New York
$12.6M +$2.12M +22,979 +20%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$12.4M +$161K +1,743 +1%
SC
165
Syon Capital
California
$12.2M -$24.9M -269,266 -67%
TPCW
166
TD Private Client Wealth
New York
$12.2M -$797K -8,621 -6%
RSWM
167
Robertson Stephens Wealth Management
California
$12.2M -$4.12M -44,577 -25%
FDP
168
Financiere des Professionnels
Quebec, Canada
$12M +$638K +6,900 +6%
SG Americas Securities
169
SG Americas Securities
New York
$12M -$27.4M -296,137 -70%
PFS
170
Prospera Financial Services
Texas
$11.9M +$2.19M +23,733 +23%
RWM
171
Ritholtz Wealth Management
New York
$11.8M +$187K +2,024 +2%
DCA
172
DSG Capital Advisors
Minnesota
$11.4M +$11.4M +123,614 New
PCMU
173
Paragon Capital Management (Utah)
Utah
$11.3M +$3.24M +35,068 +40%
IIA
174
IPG Investment Advisors
California
$11M +$5.42M +58,634 +97%
WFA
175
Wellspring Financial Advisors
Ohio
$11M +$484K +5,232 +5%
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