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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
Koshinski Asset Management
Illinois
$3.05B
2
Fisher Asset Management
Fisher Asset Management
Washington
$4.55B
3
Jane Street
Jane Street
New York
$245M
4
AFP
Ausdal Financial Partners
Iowa
$59.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$56.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$718M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
Invesco
Georgia
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$10.7M -$42.8K -463 -0.4%
WA
177
Waverly Advisors
Alabama
$10.5M +$9.03M +97,640 +597%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$10.4M +$8.24M +89,133 +377%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$10.4M -$2.13M -22,997 -17%
BBVA
180
Banco Bilbao Vizcaya Argentaria
Spain
$10.3M +$10.3M +110,276 New
DADC
181
D.A. Davidson & Co
Montana
$10.1M +$9.79M +105,930 +2,856%
PA
182
Pinnacle Associates
New York
$10.1M +$1.88M +20,302 +23%
PAG
183
Private Advisor Group
New Jersey
$10.1M -$4.11M -44,504 -29%
Northern Trust
184
Northern Trust
Illinois
$9.94M +$8.99M +97,274 +948%
DWS
185
Dynamic Wealth Strategies
California
$9.9M +$2.09M +22,616 +27%
NWAG
186
Net Worth Advisory Group
Utah
$9.77M -$100K -1,082 -1%
RWM
187
Rezny Wealth Management
Florida
$9.72M +$5.12M +55,407 +111%
DCM
188
Dimension Capital Management
Florida
$9.67M -$181K -1,962 -2%
HI
189
Hudock Inc
Pennsylvania
$9.53M -$232K -2,511 -2%
Optiver Holding
190
Optiver Holding
Netherlands
$9.51M +$9.51M +102,901 New
HCA
191
Heck Capital Advisors
Wisconsin
$9.5M +$2.46M +26,611 +35%
ACP
192
Aveo Capital Partners
Colorado
$9.5M -$24.2M -261,519 -72%
DRS
193
Deane Retirement Strategies
Louisiana
$9.39M +$9.39M +101,602 New
AI
194
Atria Investments
North Carolina
$9.35M +$2.42M +26,189 +35%
SWP
195
Summit Wealth Partners
Florida
$9.24M -$327K -3,536 -3%
IWC
196
Integrated Wealth Concepts
Massachusetts
$9.24M +$205K +2,213 +2%
LCC
197
Lincoln Capital Corp
Rhode Island
$9.18M +$7.45M +80,544 +429%
JCM
198
Janney Capital Management
Pennsylvania
$9.03M -$566K -6,123 -6%
MCC
199
Money Concepts Capital
Florida
$8.71M -$7.91M -85,567 -48%
NL
200
NVWM LLC
Pennsylvania
$8.68M -$1.24M -13,424 -13%
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