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iShares 7-10 Year Treasury Bond ETF
IEF

Overview Fund Activity

933 hedge funds and large institutions have $30.1B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 428 increasing their positions, 257 reducing their positions, and 91 closing their positions.

Holders
933
Holders Change
+37
Holders Change %
+4.13%
% of All Funds
13.5%
Holding in Top 10
101
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.48%
% of All Funds
1.46%
New
141
Increased
428
Reduced
257
Closed
91
Calls
$1.29B
Puts
$1.37B
Net Calls
-$79.3M
Net Calls Change
-$274M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.09B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.72B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$758M
4
Invesco
4
Invesco
Georgia
$252M
5
Citadel Advisors
5
Citadel Advisors
Florida
$197M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.39B
2
Charles Schwab
2
Charles Schwab
California
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.29B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.49M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.09B 41,653,513 +21,282,662 +104%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.29B 33,516,454 -3,503,921 -9%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.72B 27,763,482 +7,579,169 +38%
Morgan Stanley
4
Morgan Stanley
New York
$1.39B 14,121,198 -6,261,589 -31%
Ameriprise
5
Ameriprise
Minnesota
$1.3B 13,168,418 +1,838,218 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.25B 12,762,720 -180,841 -1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$957M 9,755,967 -304,516 -3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$840M 8,563,295 +1,612,274 +23%
Bank of America
9
Bank of America
North Carolina
$830M 8,462,220 +1,012,817 +14%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$758M 7,700,921 +5,393,398 +234%
RJA
11
Raymond James & Associates
Florida
$646M 6,587,304 +240,449 +4%
BTI
12
Blue Trust Inc
Georgia
$468M 5,000,349 +168,097 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$418M 4,256,456 +20,403 +0.5%
UBS Group
14
UBS Group
Switzerland
$401M 4,083,879 +602,783 +17%
BlackRock
15
BlackRock
New York
$362M 3,692,237 -15,168 -0.4%
LPL Financial
16
LPL Financial
California
$347M 3,531,829 +79,045 +2%
NFA
17
Nationwide Fund Advisors
Ohio
$313M 3,189,159 +342,597 +12%
Members Trust
18
Members Trust
Florida
$265M 2,698,350 -61,156 -2%
Invesco
19
Invesco
Georgia
$252M 2,569,800 +2,569,800 New
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$248M 2,131,147 -107,932 -5%
CPO
21
Cerity Partners OCIO
New York
$240M 2,448,307 +38,537 +2%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$232M 2,360,397 +350,870 +17%
Citadel Advisors
23
Citadel Advisors
Florida
$197M 2,002,737 +2,002,737 New
Mariner
24
Mariner
Kansas
$187M 1,906,473 -20,664 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$182M 1,851,210 +1,262,538 +214%
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