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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
FHC
426
First Heartland Consultants
Missouri
$1.74M -$80.6K -853 -4%
WWC
427
Waypoint Wealth Counsel
Georgia
$1.73M +$229K +2,420 +15%
WAM
428
WealthTrust Asset Management
Florida
$1.73M -$3.12M -33,057 -64%
BWM
429
Biltmore Wealth Management
Arizona
$1.72M -$3.78K -40 -0.2%
HWA
430
HCR Wealth Advisors
California
$1.71M -$283K -3,000 -14%
RCG
431
Regatta Capital Group
California
$1.71M +$1.75M +18,470 New
IWA
432
IBEX Wealth Advisors
New Jersey
$1.7M +$1.74M +18,378 New
ACM
433
Advance Capital Management
Michigan
$1.67M -$744K -7,873 -30%
QFMHK
434
Q Fund Management (Hong Kong)
$1.66M +$1.7M +18,000 New
PMAM
435
Picton Mahoney Asset Management
Ontario, Canada
$1.61M
VA
436
Vident Advisory
Georgia
$1.58M +$1.39M +14,726 +625%
AFG
437
ABLE Financial Group
Arizona
$1.58M -$6.64M -70,327 -80%
SFS
438
Sowell Financial Services
Arkansas
$1.57M -$937K -9,920 -37%
AWA
439
AGH Wealth Advisors
Kansas
$1.55M +$1.59M +16,794 New
IFO
440
Independent Family Office
New York
$1.54M -$868K -9,186 -36%
CFP
441
Cypress Financial Planning
New Jersey
$1.53M +$1.57M +16,576 New
SWP
442
ShoreHaven Wealth Partners
New Jersey
$1.53M +$438K +4,639 +39%
AAS
443
Ameritas Advisory Services
Nebraska
$1.53M +$134K +1,415 +9%
ACM
444
Andina Capital Management
Utah
$1.52M +$1.56M +16,460 New
SAM
445
Smartleaf Asset Management
Massachusetts
$1.52M +$158K +1,669 +11%
PCM
446
Presidio Capital Management
California
$1.51M +$129K +1,362 +9%
CF
447
Centaurus Financial
California
$1.5M -$12.4K -131 -0.8%
AB
448
Atlas Brown
Kentucky
$1.49M -$34.2K -362 -2%
CAAS
449
Capital Asset Advisory Services
Michigan
$1.49M -$120K -1,270 -7%
FBB
450
Fulton Breakefield Broenniman
Maryland
$1.48M -$2.12M -22,470 -58%

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.