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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 %
SC
201
Scotia Capital
Ontario, Canada
$8.62M +$2.11M +22,801 +32%
SW
202
SkyOak Wealth
Michigan
$8.44M +$638K +6,905 +8%
KP
203
Keel Point
Alabama
$8.43M +$355K +3,837 +4%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$8.4M -$435K -9,377 -5%
SA
205
Sicart Associates
New York
$8.34M +$6.1M +66,018 +273%
AP
206
Advisors Preferred
Maryland
$8.3M -$3.68M -39,814 -31%
GCA
207
Greenwood Capital Associates
South Carolina
$8.01M +$2.69M +29,115 +51%
SF
208
Summit Financial
New Jersey
$7.99M -$790K -8,544 -9%
USWG
209
U.S. Wealth Group
New York
$7.99M +$7.99M +86,416 New
BWS
210
Buck Wealth Strategies
Colorado
$7.91M +$6.2M +67,101 +363%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$7.7M +$5.44M +58,827 +241%
CPIG
212
Chicago Partners Investment Group
Illinois
$7.68M +$136K +1,476 +2%
PPWP
213
Premier Path Wealth Partners
New Jersey
$7.5M +$325K +3,514 +5%
BWCS
214
Beirne Wealth Consulting Services
Connecticut
$7.42M +$30.9K +334 +0.4%
KAM
215
Kensington Asset Management
Texas
$7.19M -$1.95M -21,091 -21%
LS
216
Liquid Strategies
Georgia
$7.19M +$7.19M +77,817 New
Retirement Systems of Alabama
217
Retirement Systems of Alabama
Alabama
$7.18M +$11.1K +120 +0.2%
CFO
218
Custos Family Office
Texas
$7.06M +$373K +4,038 +6%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$6.91M +$1.6M +17,306 +30%
RFWA
220
RPg Family Wealth Advisory
Massachusetts
$6.89M -$484K -5,233 -7%
PCIA
221
Prime Capital Investment Advisors
Kansas
$6.82M -$375K -4,054 -5%
Comerica Bank
222
Comerica Bank
Texas
$6.8M -$1.55M -16,746 -19%
TC
223
TAP Consulting
Missouri
$6.76M +$380K +4,110 +6%
CFGF
224
Compass Financial Group (Florida)
Florida
$6.7M -$222K -2,397 -3%
LHC
225
Little House Capital
Massachusetts
$6.68M -$1.89M -20,414 -22%
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