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iShares 7-10 Year Treasury Bond ETF

974 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 168 funds opening new positions, 357 increasing their positions, 355 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $869M

46% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 115

4% more funds holding

Funds holding: 939974 (+35)

1% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 355

1% less capital invested

Capital invested by funds: $30.2B → $30B (-$171M)

3% less funds holding in top 10

Funds holding in top 10: 10198 (-3)

3.17% less ownership

Funds ownership: 88.73%85.57% (-3.2%)

Holders
974
Holders Change
+35
Holders Change %
+3.73%
% of All Funds
12.83%
Holding in Top 10
98
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.97%
% of All Funds
1.29%
New
168
Increased
357
Reduced
355
Closed
115
Calls
$1.33B
Puts
$869M
Net Calls
+$461M
Net Calls Change
+$541M
Name Holding Trade Value Shares
Change
Change in
Stake
LHC
226
Little House Capital
Massachusetts
$6.68M -$1.93M -20,414 -22%
TFA
227
Transamerica Financial Advisors
Florida
$6.63M -$621K -6,573 -8%
MM
228
Meridian Management
Arkansas
$6.6M +$527K +5,577 +8%
IA
229
IFG Advisory
Georgia
$6.6M +$207K +2,192 +3%
IWM
230
IHT Wealth Management
Illinois
$6.35M +$208K +2,200 +3%
Bessemer Group
231
Bessemer Group
New Jersey
$6.31M +$1.9M +20,108 +42%
LGWM
232
Litman Gregory Wealth Management
California
$6.29M +$385K +4,071 +6%
CWM
233
Cadence Wealth Management
Massachusetts
$6.29M +$6.42M +68,002 New
PWMAG
234
Pinnacle Wealth Management Advisory Group
New Jersey
$6.24M +$65.5K +693 +1%
MWM
235
Modern Wealth Management
Kansas
$6.21M +$1.62M +17,115 +34%
QC
236
Quadrature Capital
United Kingdom
$6.2M +$6.34M +67,072 New
ODIJL
237
One Day In July LLC
Vermont
$6.16M -$373K -3,950 -6%
TVAMP
238
Tennessee Valley Asset Management Partners
Tennessee
$6.08M -$333K -3,520 -5%
Russell Investments Group
239
Russell Investments Group
United Kingdom
$6.08M +$306K +3,237 +5%
Simplex Trading
240
Simplex Trading
Illinois
$6.08M -$10.7M -113,533 -63%
ACM
241
Anfield Capital Management
California
$6.03M +$189K +2,004 +3%
Corient Private Wealth
242
Corient Private Wealth
Florida
$6M -$1.83M -19,334 -21%
ACA
243
Anchor Capital Advisors
Massachusetts
$5.98M -$1.29M -13,678 -17%
PWM
244
Perigon Wealth Management
California
$5.98M -$2.55M -26,989 -29%
IAN
245
Integrated Advisors Network
Texas
$5.8M -$3.14M -33,187 -35%
SL
246
Sentinus LLC
Illinois
$5.72M +$4.08M +43,174 +231%
SA
247
Sanctuary Advisors
Indiana
$5.67M -$178K -1,880 -3%
ANTB
248
AMG National Trust Bank
Colorado
$5.65M +$1.84M +19,505 +47%
GVAG
249
Great Valley Advisor Group
Delaware
$5.62M +$187K +1,981 +3%
RAM
250
Riggs Asset Management
Pennsylvania
$5.59M -$353K -3,739 -6%

IEF Hedge Fund Activity: Q4 2024 in Review

974 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q4 2024, worth a combined $30B — down 0.57% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new IEF positions and 115 closed out — a net gain of 53 holders — while 357 added to existing stakes and 355 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $715M. The largest seller was Morgan Stanley, cutting an estimated $600M.

  • 974 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q4 2024, up from 939 in Q3 2024.
  • Funds reported $30B of iShares 7-10 Year Treasury Bond ETF stock for Q4 2024, down 0.57% quarter-over-quarter.
  • 168 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q4 2024 and 115 closed out, a net change of +53 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q4 2024 was Fisher Asset Management, an estimated $715M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $600M sold.

Based on aggregated 13F filings for Q4 2024.