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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
CP
551
Canopy Partners
Ohio
$795K -$447K -4,726 -35%
VC
552
Vicus Capital
Pennsylvania
$789K +$38.7K +410 +5%
BCI
553
Brinker Capital Investments
Pennsylvania
$783K -$13.2M -139,955 -94%
OPS
554
Orion Portfolio Solutions
Nebraska
$783K -$13.2M -139,955 -94%
IPWA
555
International Private Wealth Advisors
California
$777K +$794K +8,404 New
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$770K -$139K -1,469 -15%
ATPW
557
Ashton Thomas Private Wealth
Arizona
$769K -$189K -2,004 -19%
RFA
558
Rollins Financial Advisors
New York
$764K +$118K +1,247 +18%
DWM
559
Dynasty Wealth Management
Florida
$754K +$771K +8,157 New
FPAS
560
Focus Partners Advisor Solutions
Missouri
$747K -$282K -2,987 -27%
DG
561
DMC Group
Alabama
$745K +$425K +4,501 +127%
SS
562
SBI Securities
Japan
$743K +$760K +8,041 New
TWM
563
TriaGen Wealth Management
California
$731K +$7.94K +84 +1%
NG
564
Norden Group
Utah
$730K -$120K -1,267 -14%
PCA
565
Prosperity Capital Advisors
Ohio
$723K +$388K +4,106 +111%
FA
566
FDx Advisors
Illinois
$721K +$8.5K +90 +1%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$717K
ANB
568
Amarillo National Bank
Texas
$715K -$19.6K -207 -3%
TI
569
TTP Investments
California
$715K -$2.27K -24 -0.3%
IWA
570
Icon Wealth Advisors
Texas
$701K +$191K +2,018 +36%
DAS
571
Diversify Advisory Services
Utah
$700K -$225K -2,377 -24%
PP
572
Pacifica Partners
Canada
$697K -$125K -1,318 -15%
AFS
573
Access Financial Services
Minnesota
$694K -$1.61M -17,012 -69%
GKWIM
574
Gerber Kawasaki Wealth & Investment Management
California
$691K +$52K +550 +8%
BPW
575
Bingham Private Wealth
California
$688K +$703K +7,437 New

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.