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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
GIM
576
Goelzer Investment Management
Indiana
$680K +$32.8K +347 +5%
AAM
577
Advisors Asset Management
Colorado
$678K +$208K +2,198 +43%
Deutsche Bank
578
Deutsche Bank
Germany
$667K -$571K -6,046 -46%
PTC
579
Private Trust Company
Ohio
$662K -$23.2K -246 -3%
BP
580
Ballentine Partners
Massachusetts
$659K +$673K +7,128 New
MPW
581
Magnolia Private Wealth
Pennsylvania
$658K +$672K +7,115 New
WSFS
582
Wilmington Savings Fund Society
Delaware
$655K +$850 +9 +0.1%
SC
583
Summa Corp
Texas
$641K
GPW
584
Gray Private Wealth
Massachusetts
$640K +$424K +4,489 +185%
RSF
585
Rik Saylor Financial
Ohio
$639K +$653K +6,912 New
SGAM
586
Stephens Group Asset Management
Arkansas
$631K +$2.17K +23 +0.3%
TWM
587
TSA Wealth Management
Texas
$629K -$51.8K -548 -7%
5W
588
5T Wealth
California
$628K +$642K +6,794 New
HFA
589
High Falls Advisors
New York
$621K +$108K +1,148 +21%
WCP
590
Wick Capital Partners
Pennsylvania
$621K -$15.8K -167 -2%
PP
591
Patten & Patten
Tennessee
$620K -$1.61K -17 -0.3%
BWM
592
Brickley Wealth Management
California
$619K
CA
593
Cambridge Advisors
Nebraska
$617K
QPWM
594
Quadrant Private Wealth Management
Pennsylvania
$616K -$644K -6,812 -51%
Wealthfront Advisers
595
Wealthfront Advisers
California
$613K +$184K +1,949 +42%
LMKC
596
L.M. Kohn & Company
Ohio
$613K -$139K -1,472 -18%
WP
597
WealthShield Partners
North Carolina
$613K -$1.66M -17,543 -73%
SB
598
SIG Brokerage
New York
$612K +$626K +6,622 New
EWM
599
Executive Wealth Management
Michigan
$602K -$44.5K -471 -7%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$601K +$105K +1,116 +21%

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.