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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
ES
401
ETF Store
Kansas
$2.06M +$59.8K +633 +3%
TCA
402
Transcend Capital Advisors
New Jersey
$2.06M -$1.19M -12,597 -36%
IAA
403
Independent Advisor Alliance
North Carolina
$2.05M +$2.1M +22,185 New
CF
404
Corebridge Financial
Texas
$2.04M
FTS
405
Fifth Third Securities
Ohio
$2.04M -$696K -7,362 -25%
WAM
406
Worth Asset Management
Texas
$2.03M -$9.26M -97,971 -82%
RIA
407
RPG Investment Advisory
California
$1.99M -$312K -3,300 -13%
CPBTD
408
Central Pacific Bank - Trust Division
Hawaii
$1.98M -$1.54M -16,345 -43%
LIP
409
Lighthouse Investment Partners
Florida
$1.96M +$821K +8,691 +69%
FAM
410
Formidable Asset Management
Ohio
$1.95M +$522K +5,528 +36%
HIM
411
Hanlon Investment Management
New Jersey
$1.94M +$615K +6,509 +45%
FAT
412
First American Trust
California
$1.9M -$853K -9,027 -30%
AWM
413
Axxcess Wealth Management
California
$1.89M +$93.2K +986 +5%
PPWM
414
Paragon Private Wealth Management
Kentucky
$1.89M +$16.8K +178 +0.9%
GC
415
Guidance Capital
Kentucky
$1.89M -$2.01M -21,262 -51%
FHB
416
First Hawaiian Bank
Hawaii
$1.86M -$874K -9,254 -32%
LAM
417
Lewis Asset Management
California
$1.85M -$59.2K -627 -3%
FWM
418
Focused Wealth Management
New York
$1.84M +$591K +6,252 +46%
WCM
419
Winthrop Capital Management
Indiana
$1.83M +$1.87M +19,749 New
SI
420
SimpliFi Inc
California
$1.83M -$9.54K -101 -0.5%
WAG
421
Wallace Advisory Group
California
$1.81M -$137K -1,454 -7%
VW
422
Veridan Wealth
Oregon
$1.81M +$1.84M +19,465 New
SCM
423
Spreng Capital Management
Ohio
$1.79M -$131K -1,386 -7%
FCI
424
Financial Counselors Inc
Kansas
$1.78M +$339K +3,587 +23%
FA
425
Forefront Analytics
Pennsylvania
$1.76M +$467K +4,938 +35%

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.