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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
BDFN
351
Bond & Devick Financial Network
Minnesota
$3.02M
BAM
352
Belpointe Asset Management
Nevada
$2.98M -$293K -3,106 -9%
DWA
353
Dorsey Wright & Associates
California
$2.95M +$28.2K +298 +0.9%
1IA
354
1620 Investment Advisors
Massachusetts
$2.91M -$380K -4,025 -11%
MFS
355
Miller Financial Services
Michigan
$2.9M +$2.96M +31,381 New
JF
356
Jump Financial
Illinois
$2.9M -$507K -5,370 -15%
KF
357
Krilogy Financial
Missouri
$2.9M -$291K -3,076 -9%
SOS
358
Silver Oak Securities
Tennessee
$2.9M +$1.07M +11,332 +57%
TFF
359
The Family Firm
Maryland
$2.86M +$233K +2,461 +9%
SCI
360
Stableford Capital II
Arizona
$2.82M -$1.2M -12,658 -29%
NCFG
361
New Century Financial Group
New Jersey
$2.82M +$420K +4,444 +17%
BA
362
BCM Advisors
Louisiana
$2.81M +$2.84M +30,034 New
CM
363
Capula Management
Cayman Islands
$2.77M +$2.83M +30,000 New
LFASL
364
Lugano Financial Advisors SA (LFA)
Switzerland
$2.74M -$182K -1,924 -6%
SWA
365
Stratos Wealth Advisors
Ohio
$2.71M +$744K +7,871 +37%
BMCM
366
Bryn Mawr Capital Management
Pennsylvania
$2.7M +$81.3K +860 +3%
LA
367
LWM Advisors
California
$2.66M +$2.72M +28,757 New
RIG
368
RiverFront Investment Group
Virginia
$2.64M -$35.1K -371 -1%
WA
369
Wealth Alliance
New York
$2.62M -$1.02M -10,745 -28%
FMTCOCP
370
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M +$450K +4,767 +21%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$2.56M -$256K -2,709 -9%
RA
372
Rockingstone Advisors
Massachusetts
$2.56M +$827K +8,750 +46%
CCM
373
Canal Capital Management
Virginia
$2.55M +$99.9K +1,057 +4%
SPC
374
Sigma Planning Corp
Michigan
$2.52M -$439K -4,651 -15%
CC
375
Cypress Capital
Tennessee
$2.48M -$110K -1,169 -4%

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.