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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
WIM
676
Westside Investment Management
California
$386K -$18.8K -199 -5%
UCFA
677
United Capital Financial Advisors
Texas
$386K +$75.7K +801 +24%
NWMP
678
Noble Wealth Management PBC
Colorado
$383K +$392K +4,148 New
CA
679
CoreCap Advisors
Michigan
$380K -$4.43M -46,914 -92%
WAM
680
Wolverine Asset Management
Illinois
$379K +$180K +1,900 +86%
XT
681
XTX Topco
Cayman Islands
$377K +$385K +4,077 New
CCP
682
Clarity Capital Partners
California
$363K +$43.4K +459 +13%
WWM
683
Western Wealth Management
Colorado
$361K -$459K -4,855 -55%
HSA
684
HBK Sorce Advisory
Pennsylvania
$361K -$19.4K -205 -5%
JWCA
685
J.W. Cole Advisors
Florida
$356K -$184K -1,952 -34%
HB
686
HTLF Bank
Colorado
$354K
VIPI
687
Vista Investment Partners II
Indiana
$353K +$361K +3,819 New
IAG
688
Investment Advisory Group
Massachusetts
$353K +$7.65K +81 +2%
BFM
689
Boston Financial Management
Massachusetts
$347K -$697K -7,381 -66%
JAA
690
Joel Adams & Associates
North Carolina
$346K +$354K +3,747 New
AWM
691
Accurate Wealth Management
Florida
$346K -$94.2K -997 -21%
CA
692
Crumly & Associates
Illinois
$345K +$97K +1,027 +38%
GBWM
693
Granite Bay Wealth Management
New Hampshire
$341K +$348K +3,685 New
SHFP
694
Second Half Financial Partners
Florida
$338K -$72K -762 -17%
SLG
695
Stanley-Laman Group
Pennsylvania
$338K +$69.6K +737 +25%
YWM
696
Yoder Wealth Management
California
$334K -$85K -900 -20%
CA
697
CWC Advisors
Oregon
$333K +$45.1K +477 +15%
AWP
698
Accretive Wealth Partners
New Jersey
$333K
DLCIG
699
D.L. Carlson Investment Group
New Hampshire
$333K +$40.6K +430 +14%
SFA
700
Sequoia Financial Advisors
Ohio
$331K +$109K +1,157 +48%

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.