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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
AA
526
Alesco Advisors
New York
$948K +$968K +10,250 New
DWM
527
Dogwood Wealth Management
Kansas
$946K +$224K +2,367 +30%
FFA
528
Fortune Financial Advisors
Kansas
$945K +$945 +10 +0.1%
GM
529
GeoWealth Management
Illinois
$944K -$4.5M -47,585 -82%
TAM
530
TCP Asset Management
Ohio
$941K -$14.3K -151 -1%
BRWA
531
B. Riley Wealth Advisors
Florida
$938K -$2.49M -26,392 -72%
PCG
532
Prosperity Consulting Group
Maryland
$926K -$187K -1,984 -17%
VCP
533
Verus Capital Partners
Arizona
$920K -$88.9K -941 -8%
LC
534
Lavaca Capital
Texas
$910K +$11.5K +122 +1%
LPT
535
Legacy Private Trust
Wisconsin
$896K -$594K -6,289 -39%
FA
536
Flagstar Advisors
New York
$896K +$36.3K +384 +4%
FM
537
Family Management
New York
$892K -$569K -6,023 -38%
PAYA
538
Phil A. Younker & Associates
Alaska
$874K +$893K +9,455 New
EWA
539
Exencial Wealth Advisors
Oklahoma
$873K -$45K -476 -5%
TF
540
Trek Financial
Arizona
$856K -$20.6K -218 -2%
CSP
541
Cary Street Partners
Virginia
$842K +$861K +9,109 New
SIA
542
SkyView Investment Advisors
New Jersey
$832K +$850K +9,000 New
TWM
543
Tanglewood Wealth Management
Texas
$828K +$846K +8,953 New
OWA
544
Opal Wealth Advisors
New York
$822K -$572K -6,049 -40%
LSAG
545
Lake Street Advisors Group
New Hampshire
$820K -$2.65K -28 -0.3%
HS
546
Horan Securities
United States
$818K -$567 -6 -0.1%
WP
547
Wealthspan Partners
Iowa
$813K +$379K +4,015 +84%
CA
548
Clearstead Advisors
Ohio
$812K +$33.3K +352 +4%
BC
549
Bowman & Company
Wisconsin
$808K -$36.2K -383 -4%
NFP
550
Narus Financial Partners
Utah
$799K -$434K -4,597 -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.