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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
SI
326
Stephens Inc
Arkansas
$3.45M -$445K -4,714 -11%
BA
327
Ballew Advisors
Mississippi
$3.44M +$984K +10,410 +38%
PVM
328
Palogic Value Management
Texas
$3.42M +$3.5M +37,000 New
CFG
329
Carr Financial Group
Massachusetts
$3.41M -$12.4K -131 -0.4%
WCP
330
Wealthcare Capital Partners
Pennsylvania
$3.41M +$3.49M +36,895 New
BWA
331
Beam Wealth Advisors
Louisiana
$3.39M +$123K +1,303 +4%
PWG
332
Portside Wealth Group
Utah
$3.38M +$341K +3,604 +11%
DP
333
DDD Partners
Washington
$3.35M +$471K +4,989 +16%
SFM
334
Signet Financial Management
New Jersey
$3.35M +$359K +3,799 +12%
IWP
335
Innova Wealth Partners
Pennsylvania
$3.33M +$3.4M +36,020 New
TW
336
TrinityPoint Wealth
Connecticut
$3.31M -$1.06M -11,212 -24%
OWP
337
ORG Wealth Partners
Texas
$3.3M +$3.1M +32,844 +1,163%
JSL
338
JT Stratford LLC
Georgia
$3.28M +$1.88M +19,869 +127%
CAL
339
Capital Analysts LLC
Pennsylvania
$3.27M +$40K +423 +1%
BCM
340
Boltwood Capital Management
California
$3.25M -$238K -2,515 -7%
CM
341
Columbus Macro
Pennsylvania
$3.23M +$1.56M +16,551 +90%
TIAM2
342
Tru Independence Asset Management 2
Oregon
$3.18M +$42.2K +447 +1%
FNBOO
343
First National Bank of Omaha
Nebraska
$3.15M
GIP
344
Greatmark Investment Partners
Georgia
$3.15M +$59.1K +625 +2%
SFG
345
SevenBridge Financial Group
Pennsylvania
$3.14M +$84.3K +892 +3%
MHS
346
M Holdings Securities
Oregon
$3.13M +$3.19M +33,809 New
WIA
347
World Investment Advisors
California
$3.11M -$40.8K -432 -1%
VCM
348
Vision Capital Management
Oregon
$3.11M +$339K +3,586 +12%
TAM
349
Titleist Asset Management
Texas
$3.08M +$2.65M +28,078 +532%
AI
350
Arvest Investments
Arkansas
$3.08M -$37K -392 -1%

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.