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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 %
RWP
176
RWA Wealth Partners
Massachusetts
$11.1M +$11.1M +119,017 New
SWM
177
Spire Wealth Management
Virginia
$10.7M +$101K +1,082 +1%
ODIJL
178
One Day In July LLC
Vermont
$10.4M -$10.2M -109,356 -49%
BWM
179
Bulltick Wealth Management
Florida
$10.4M +$4.23M +45,206 +69%
IA
180
IFP Advisors
Florida
$10M +$3.5M +37,384 +54%
JCM
181
Janney Capital Management
Pennsylvania
$9.92M -$119K -1,272 -1%
NL
182
NVWM LLC
Pennsylvania
$9.91M +$151K +1,615 +2%
KeyBank National Association
183
KeyBank National Association
Ohio
$9.9M +$6.04M +64,542 +157%
SWP
184
Summit Wealth Partners
Florida
$9.86M +$902K +9,635 +10%
HI
185
Hudock Inc
Pennsylvania
$9.71M +$166K +1,770 +2%
RCM
186
Rain Capital Management
Oregon
$9.53M -$296K -3,192 -3%
PA
187
Pinnacle Associates
New York
$9.44M +$316K +3,379 +3%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$9.41M -$1.41M -15,078 -13%
9WM
189
9258 Wealth Management
Ohio
$9.3M -$993K -10,605 -10%
SL
190
Systelligence LLC
Minnesota
$9.27M +$212K +2,264 +2%
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$9.24M -$725K -16,326 -7%
DCM
192
Dimension Capital Management
Florida
$9.21M – – –
IWC
193
Integrated Wealth Concepts
Massachusetts
$8.98M -$197K -2,104 -2%
IAN
194
Integrated Advisors Network
Texas
$8.96M +$1.63M +17,368 +22%
FFG
195
Foundry Financial Group
New Hampshire
$8.95M +$2.09M +22,359 +31%
RSWM
196
Robertson Stephens Wealth Management
California
$8.87M +$8.87M +94,692 New
MCC
197
Money Concepts Capital
Florida
$8.84M +$154K +1,646 +2%
SF
198
Summit Financial
New Jersey
$8.78M +$5.51M +58,842 +169%
LHC
199
Little House Capital
Massachusetts
$8.51M +$369K +3,945 +5%
MWM
200
MY Wealth Management
Maryland
$8.47M -$3.21M -34,324 -28%
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