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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.

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
1
Morgan Stanley
New York
$1.91B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.89B
3
CPO
3
Cerity Partners OCIO
New York
$226M
4
BlackRock
4
BlackRock
New York
$347M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$106M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CLGM
3
Capitolis Liquid Global Markets
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.47B
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$397M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.47B 37,020,375 -987,811 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.91B 20,382,787 +11,528,319 +130%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.91B 20,370,851 +836,259 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.89B 20,184,313 +5,199,768 +35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.21B 12,943,561 +610,635 +5%
Ameriprise
6
Ameriprise
Minnesota
$1.06B 11,330,200 +1,082,837 +11%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$942M 10,060,483 +503,018 +5%
Bank of America
8
Bank of America
North Carolina
$698M 7,449,403 -241,345 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$651M 6,951,021 +658,431 +10%
RJA
10
Raymond James & Associates
Florida
$594M 6,346,855 +281,554 +5%
Charles Schwab
11
Charles Schwab
California
$511M 5,452,013 -45,934 -0.8%
BTI
12
Blue Trust Inc
Georgia
$457M 4,832,252 -66,954 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$397M 4,236,053 -923,806 -18%
BlackRock
14
BlackRock
New York
$347M 3,707,405 +1,182,277 +47%
UBS Group
15
UBS Group
Switzerland
$326M 3,481,096 -3,744,363 -52%
LPL Financial
16
LPL Financial
California
$323M 3,452,784 +517,532 +18%
NFA
17
Nationwide Fund Advisors
Ohio
$267M 2,846,562 +12,231 +0.4%
Members Trust
18
Members Trust
Florida
$258M 2,759,506 -23,989 -0.9%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$233M 2,239,079 -262,952 -11%
CPO
20
Cerity Partners OCIO
New York
$226M 2,409,770 +2,409,770 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$218M 2,307,523 -530,510 -19%
Wells Fargo
22
Wells Fargo
California
$195M 2,078,271 +113,315 +6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$188M 2,009,527 +64,429 +3%
Mariner
24
Mariner
Kansas
$180M 1,927,137 +33,881 +2%
WCM
25
Wealthcare Capital Management
Virginia
$170M 1,814,459 +41,304 +2%
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