We are live on ! Find out more
IEF icon

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
IDBONY
301
Israel Discount Bank of New York
New York
$4.03M -$422K -4,470 -9%
MWM
302
Meridian Wealth Management
Kentucky
$4.01M +$43.1K +456 +1%
N
303
Nuveen
North Carolina
$4.01M +$4.09M +43,256 New
ETC
304
Exchange Traded Concepts
Oklahoma
$4M -$459K -4,862 -10%
MOS
305
MGO One Seven
Ohio
$3.95M -$278K -2,946 -6%
FAM
306
Forte Asset Management
New York
$3.92M +$223K +2,361 +6%
SFA
307
Semmax Financial Advisors
North Carolina
$3.92M -$3.59M -38,038 -47%
CWM
308
Circle Wealth Management
New Jersey
$3.91M -$623K -6,594 -13%
GWM
309
Geneos Wealth Management
Colorado
$3.89M -$2.46K -26 -0.1%
GVCM
310
Global View Capital Management
Wisconsin
$3.86M +$3.94M +41,734 New
FL
311
FreeGulliver LLC
Louisiana
$3.86M +$347K +3,675 +10%
SCM
312
Stordahl Capital Management
Colorado
$3.84M -$33.4K -354 -0.8%
AWM
313
Apollon Wealth Management
South Carolina
$3.78M +$1.56M +16,512 +68%
KPWS
314
Kestra Private Wealth Services
Texas
$3.76M -$530K -5,614 -12%
IP
315
Integras Partners
Georgia
$3.72M +$3.81M +40,288 New
CFGS
316
Concourse Financial Group Securities
Alabama
$3.71M +$1.06M +11,241 +39%
CKAIS
317
Christensen King & Associates Investment Services
Washington
$3.69M -$353K -3,733 -9%
WCM
318
WealthTrak Capital Management
Virginia
$3.64M +$3.72M +39,328 New
ACM
319
Ashford Capital Management
Delaware
$3.6M -$3.96M -41,880 -52%
OC
320
Oppenheimer & Co
New York
$3.6M +$404K +4,278 +12%
JSSH
321
J. Safra Sarasin Holding
$3.54M +$1.08M +11,405 +42%
KeyBank National Association
322
KeyBank National Association
Ohio
$3.53M -$1.19M -12,611 -25%
CB
323
Commerce Bank
Missouri
$3.52M -$530K -5,614 -13%
FIA
324
Foundations Investment Advisors
Arizona
$3.5M +$494K +5,228 +16%
OP
325
ORG Partners
Indiana
$3.48M +$2M +21,121 +128%

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.