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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
ECM
276
Evergreen Capital Management
Washington
$4.76M +$133K +1,406 +3%
WPIC
277
White Pine Investment Company
Michigan
$4.75M +$574K +6,075 +13%
VFA
278
Values First Advisors
Tennessee
$4.72M +$1.68M +17,806 +54%
ASN
279
Advisory Services Network
Georgia
$4.59M +$946K +10,013 +25%
AIA
280
AssuredPartners Investment Advisors
Florida
$4.59M +$4.69M +49,601 New
LA
281
Lifeworks Advisors
Michigan
$4.57M +$1.57M +16,626 +51%
TSS
282
Two Sigma Securities
New York
$4.57M +$4.38M +46,401 +1,556%
IA
283
IFP Advisors
Florida
$4.56M +$236K +2,494 +5%
CAM
284
Cresset Asset Management
Illinois
$4.46M -$2.42M -25,650 -35%
Betterment LLC
285
Betterment LLC
New York
$4.42M +$318K +3,367 +8%
Wolverine Trading
286
Wolverine Trading
Illinois
$4.35M +$4.44M +46,973 New
ACA
287
Aspire Capital Advisors
Washington
$4.35M +$429K +4,545 +11%
AWM
288
AE Wealth Management
Kansas
$4.26M +$1.59M +16,811 +57%
BAM
289
Berkshire Asset Management
Pennsylvania
$4.24M +$539K +5,708 +14%
Jones Financial Companies
290
Jones Financial Companies
Missouri
$4.22M +$1.76M +18,576 +69%
AWAU
291
Alliance Wealth Advisors (Utah)
Utah
$4.21M +$404K +4,280 +10%
Lido Advisors
292
Lido Advisors
California
$4.21M +$1.79K +19 +0%
LG
293
Leuthold Group
Minnesota
$4.17M -$230K -2,433 -5%
SL
294
Systelligence LLC
Minnesota
$4.16M -$6.6M -69,870 -61%
SIM
295
SSI Investment Management
California
$4.16M -$2.62M -27,744 -38%
FC
296
FCA Corp
Texas
$4.15M +$1.42M +15,068 +51%
SSWM
297
Smith Salley Wealth Management
North Carolina
$4.12M +$62K +656 +1%
Lazard Asset Management
298
Lazard Asset Management
New York
$4.11M
SF
299
Synovus Financial
Georgia
$4.1M +$274K +2,903 +7%
SAS
300
Sage Advisory Services
Texas
$4.05M +$529K +5,599 +15%

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.