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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
WAM
651
WNY Asset Management
New York
$426K -$8.58M -90,782 -95%
VCWA
652
Vanguard Capital Wealth Advisors
Colorado
$426K -$10.6K -112 -2%
CANY
653
Caxton Associates (New York)
New York
$423K
M&T Bank
654
M&T Bank
New York
$422K -$472 -5 -0.1%
HI
655
Harbour Investments
Wisconsin
$422K +$47.2K +500 +12%
CWM
656
Chemistry Wealth Management
New York
$419K -$82.3K -871 -16%
SB
657
Strategic Blueprint
Georgia
$419K -$741K -7,847 -63%
GS
658
GTS Securities
New York
$416K -$680K -7,194 -62%
NG
659
Novem Group
New York
$416K +$425K +4,495 New
EWA
660
EP Wealth Advisors
California
$414K +$267K +2,825 +171%
BFG
661
Berger Financial Group
Minnesota
$413K +$6.14K +65 +1%
SC
662
Savant Capital
Illinois
$412K +$13.1K +139 +3%
BW
663
Blalock Williams
Alabama
$409K +$418K +4,423 New
BHB
664
Bank Hapoalim BM
Israel
$407K
PWP
665
Phillips Wealth Planners
Mississippi
$405K +$567 +6 +0.1%
GFG
666
GR Financial Group
Arizona
$402K +$5.01K +53 +1%
CPW
667
Catalyst Private Wealth
California
$402K +$31.1K +329 +8%
PI
668
PFG Investments
New York
$402K -$174K -1,845 -30%
JIP
669
Jaffetilchin Investment Partners
Florida
$397K -$107K -1,133 -21%
BWAM
670
Boyd Watterson Asset Management
Ohio
$396K +$23.8K +252 +6%
CCM
671
Crabel Capital Management
California
$395K -$3.63M -38,471 -90%
RBC
672
Roble Belko & Company
Pennsylvania
$392K
CCA
673
Carrera Capital Advisors
Michigan
$391K +$3.69K +39 +0.9%
CIM
674
Cambria Investment Management
California
$390K -$199K -2,109 -33%
CWP
675
Core Wealth Partners
California
$388K +$397K +4,202 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.