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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
SWP
451
Stratos Wealth Partners
Ohio
$1.48M +$51.2K +542 +4%
P
452
&Partners
Tennessee
$1.47M +$571K +6,041 +61%
William Blair & Company
453
William Blair & Company
Illinois
$1.45M +$311K +3,296 +27%
UAS
454
United Asset Strategies
New York
$1.44M -$16.6K -176 -1%
CIA
455
Concurrent Investment Advisors
Florida
$1.42M -$572K -6,058 -28%
MPPLM
456
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.41M -$2.55K -27 -0.2%
FCT
457
First Community Trust
Iowa
$1.4M
FIM
458
Freedom Investment Management
Connecticut
$1.39M -$44.9K -475 -3%
FA
459
Fiducient Advisors
Illinois
$1.37M +$144K +1,523 +11%
4WM
460
49 Wealth Management
Texas
$1.37M -$506K -5,351 -26%
SSCM
461
Spectrum Strategic Capital Management
Oregon
$1.37M +$1.4M +14,783 New
CL
462
Choreo LLC
Illinois
$1.36M -$192K -2,036 -12%
IFG
463
Independent Financial Group
California
$1.36M -$22.1K -234 -2%
FA
464
Faithward Advisors
Pennsylvania
$1.35M +$38.1K +403 +3%
IAIM
465
International Assets Investment Management
Florida
$1.35M +$1.38M +14,579 New
MPW
466
MGO Private Wealth
California
$1.34M +$1.14M +12,014 +484%
HH
467
Hilltop Holdings
Texas
$1.34M -$5.82M -61,625 -81%
PWM
468
Purus Wealth Management
California
$1.33M +$1.36M +14,373 New
CW
469
CreativeOne Wealth
Kansas
$1.33M +$395K +4,176 +41%
LA
470
LexAurum Advisors
Kansas
$1.32M -$61.5K -651 -4%
N
471
Natixis
France
$1.31M +$389K +4,112 +41%
Franklin Resources
472
Franklin Resources
California
$1.3M +$1.01M +10,704 +322%
LBC
473
Leigh Baldwin & Co
New York
$1.26M +$1.28M +13,597 New
CA
474
Continuum Advisory
Idaho
$1.26M +$13K +138 +1%
DCM
475
Discovery Capital Management
Connecticut
$1.25M +$126K +1,331 +11%

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.