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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.

Holders
963
Holders Change
+30
Holders Change %
+3.22%
% of All Funds
12.83%
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
1
Koshinski Asset Management
Illinois
$3.05B
2
Raymond James Financial
2
Raymond James Financial
Florida
$725M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$4.55B
4
Jane Street
4
Jane Street
New York
$245M
5
AFP
5
Ausdal Financial Partners
Iowa
$59.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$718M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.74B
3
Invesco
3
Invesco
Georgia
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$522M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.55B 49,220,000 +7,566,487 +18%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.05B 32,968 +26,217 +388%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.74B 29,677,907 -3,838,547 -11%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.47B 26,743,507 -1,019,975 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.13B 12,217,969 -544,751 -4%
Ameriprise
6
Ameriprise
Minnesota
$1.07B 11,630,686 -1,537,732 -12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$891M 9,637,029 -118,938 -1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$773M 8,364,669 -198,626 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$725M 7,847,362 +7,847,362 New
Morgan Stanley
10
Morgan Stanley
New York
$718M 7,770,318 -6,350,880 -45%
Bank of America
11
Bank of America
North Carolina
$708M 7,658,163 -804,057 -10%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$522M 5,649,889 -2,051,032 -27%
BTI
13
Blue Trust Inc
Georgia
$508M 5,497,557 +497,208 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$415M 4,489,332 +232,876 +5%
LPL Financial
15
LPL Financial
California
$342M 3,702,913 +171,084 +5%
UBS Group
16
UBS Group
Switzerland
$338M 3,658,293 -425,586 -10%
NFA
17
Nationwide Fund Advisors
Ohio
$297M 3,213,523 +24,364 +0.8%
BlackRock
18
BlackRock
New York
$284M 3,066,953 -625,284 -17%
Jane Street
19
Jane Street
New York
$245M 2,650,680 +2,266,450 +590%
Members Trust
20
Members Trust
Florida
$243M 2,629,430 -68,920 -3%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$239M 2,342,461 +211,314 +10%
CPO
22
Cerity Partners OCIO
New York
$228M 2,471,275 +22,968 +0.9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$224M 2,427,606 +67,209 +3%
Wells Fargo
24
Wells Fargo
California
$185M 2,001,437 +178,938 +10%
WCM
25
Wealthcare Capital Management
Virginia
$179M 1,937,596 +97,747 +5%
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