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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
Luther King Capital Management (LKCM)
376
Luther King Capital Management (LKCM)
Texas
$2.46M
SP
377
Stablepoint Partners
Massachusetts
$2.44M +$307K +3,248 +14%
Group One Trading
378
Group One Trading
Illinois
$2.42M +$2.47M +26,143 New
CWM
379
Certus Wealth Management
California
$2.39M -$5.67K -60 -0.2%
SCP
380
Silverleafe Capital Partners
Tennessee
$2.39M -$2.9M -30,643 -54%
AIM
381
Acropolis Investment Management
Missouri
$2.39M +$2.44M +25,823 New
WC
382
Waterloo Capital
Texas
$2.39M +$1.85M +19,556 +312%
MWS
383
MFA Wealth Services
California
$2.38M +$2.43M +25,755 New
MIFH
384
Migdal Insurance & Financial Holdings
Israel
$2.38M +$753K +7,969 +45%
WF
385
Warner Financial
Maryland
$2.32M +$576K +6,095 +32%
SWP
386
Sagespring Wealth Partners
Tennessee
$2.32M +$2.37M +25,072 New
SCA
387
Snowden Capital Advisors
New York
$2.32M +$307K +3,251 +15%
FCBT
388
First Citizens Bank & Trust
North Carolina
$2.29M +$824K +8,722 +54%
Amundi
389
Amundi
France
$2.25M -$13.8M -146,000 -86%
GSEP
390
Golden State Equity Partners
California
$2.23M +$2.28M +24,137 New
RVM
391
Robinson Value Management
Texas
$2.21M +$21.8K +231 +1%
AMG
392
Asset Management Group
Connecticut
$2.19M -$896K -9,481 -29%
SA
393
Sovran Advisors
California
$2.19M +$2.26M +23,969 New
ACA
394
Aptus Capital Advisors
Alabama
$2.16M +$1.99M +21,077 +903%
MLM
395
Mount Lucas Management
Pennsylvania
$2.15M -$397K -4,200 -15%
AIA
396
Acute Investment Advisory
Arizona
$2.14M -$1.48M -15,660 -40%
BMCM
397
Burns Matteson Capital Management
New York
$2.12M +$22.8K +241 +1%
CFG
398
Certior Financial Group
Pennsylvania
$2.12M +$2.17M +22,927 New
SIA
399
SeaBridge Investment Advisors
New Jersey
$2.1M +$2.15M +22,748 New
BMCM
400
Black Maple Capital Management
Wisconsin
$2.08M +$2.13M +22,500 New

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.