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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
PP
251
Prudential plc
United Kingdom
$5.5M -$2.09M -22,088 -27%
GRP
252
Global Retirement Partners
California
$5.44M +$171K +1,812 +3%
JIR
253
James Investment Research
Ohio
$5.37M -$32.8K -347 -0.6%
PAS
254
Park Avenue Securities
New York
$5.36M +$733K +7,759 +15%
CCB
255
Country Club Bank
Missouri
$5.35M +$832K +8,804 +18%
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$5.32M +$633K +6,698 +13%
FTUS
257
Flow Traders U.S.
New York
$5.2M +$5.32M +56,288 New
BCM
258
Brookstone Capital Management
Illinois
$5.17M -$1.04M -11,007 -16%
LIM
259
Leavell Investment Management
Alabama
$5.15M +$2.1M +22,252 +67%
JWM
260
Jessup Wealth Management
Ohio
$5.14M +$5.26M +55,635 New
AFG
261
Atomi Financial Group
New York
$5.1M +$13.9K +147 +0.3%
LHWM
262
Lake Hills Wealth Management
Texas
$5.03M -$1.36M -14,435 -21%
Allianz Asset Management
263
Allianz Asset Management
Germany
$5.02M -$13.5M -143,354 -73%
PS
264
Principal Securities
Iowa
$5M +$969K +10,261 +23%
HNW
265
High Note Wealth
Minnesota
$5M +$4.69M +49,595 +1,110%
SR
266
Syntax Research
Florida
$4.95M +$569K +6,019 +13%
SFI
267
SPC Financial Inc
Maryland
$4.95M +$196K +2,072 +4%
AIP
268
Almanack Investment Partners
Pennsylvania
$4.93M -$220K -2,331 -4%
OIA
269
OneDigital Investment Advisors
Kansas
$4.9M -$110K -1,167 -2%
T
270
Transce3nd
Texas
$4.89M +$5M +52,888 New
1832 Asset Management
271
1832 Asset Management
Ontario, Canada
$4.86M +$297K +3,144 +6%
EFG
272
Ethos Financial Group
Pennsylvania
$4.85M +$4.96M +52,451 New
DC
273
Davenport & Co
Virginia
$4.84M -$962K -10,186 -16%
FWM
274
Forza Wealth Management
Florida
$4.81M
LFAS
275
Level Four Advisory Services
Texas
$4.79M -$1.2M -12,725 -20%

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.