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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
CCM
26
Coldstream Capital Management
Washington
$175M +$45.5M +481,262 +34%
Mariner
27
Mariner
Kansas
$173M -$3.58M -37,895 -2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$172M +$5.9M +62,402 +3%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$148M +$12.9M +136,058 +9%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$121M +$15.1M +159,727 +14%
HPG
31
Harvest Portfolios Group
Ontario, Canada
$119M +$31.1M +329,248 +34%
Truist Financial
32
Truist Financial
North Carolina
$111M -$30.5M -322,905 -21%
AAG
33
Armstrong Advisory Group
Massachusetts
$106M +$48M +507,737 +80%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$101M -$51.2M -542,285 -33%
Stifel Financial
35
Stifel Financial
Missouri
$96.3M -$4.39M -46,443 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$94M -$78.8M -834,155 -45%
Victory Capital Management
37
Victory Capital Management
Texas
$87.7M +$2.94M +31,068 +3%
3AM
38
3EDGE Asset Management
Florida
$84.6M +$4.18M +44,201 +5%
Cerity Partners
39
Cerity Partners
New York
$80.3M +$8.93M +94,504 +12%
AIA
40
Ally Invest Advisors
North Carolina
$80.1M +$4.67M +49,392 +6%
AAG
41
Avalon Advisory Group
Pennsylvania
$73.6M +$2.47M +26,183 +3%
WA
42
WestEnd Advisors
North Carolina
$69.9M -$35.8M -379,071 -33%
SMFG
43
Sumitomo Mitsui Financial Group
Japan
$69.7M +$3.91M +41,362 +6%
JHCM
44
Juniper Hill Capital Management
California
$68.8M -$34M -359,496 -33%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$68.6M -$4.36M -46,155 -6%
CF
46
Clarity Financial
Texas
$64.7M +$3.02M +31,991 +5%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$64.6M +$8.69M +92,020 +15%
BWL
48
Bogart Wealth LLC
Virginia
$61.2M +$3.27M +34,586 +6%
AFP
49
Ausdal Financial Partners
Iowa
$59.2M +$58.8M +622,224 +3,366%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$56.6M +$56.4M +596,946 +3,921%

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.