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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
CL
701
Cabana LLC
Arkansas
$331K +$26.7K +283 +9%
RWRC
702
R.W. Roge & Company
New York
$328K +$336K +3,554 New
CGA
703
Crescent Grove Advisors
Illinois
$327K +$36.2K +383 +12%
PG
704
Patten Group
Tennessee
$325K -$81.9K -867 -20%
PNAA
705
Pictet North America Advisors
Switzerland
$323K -$37.1M -393,157 -99%
4WM
706
4J Wealth Management
Virginia
$322K -$40.5K -429 -11%
PB
707
Pinnacle Bancorp
Nebraska
$321K +$95.8K +1,014 +41%
TCM
708
Tran Capital Management
California
$319K
RW
709
Rede Wealth
Virginia
$316K +$41.9K +443 +15%
AA
710
AlphaCentric Advisors
Puerto Rico
$315K -$39.1K -414 -11%
SAM
711
Strategy Asset Managers
California
$314K +$45.4K +481 +17%
FMI
712
F/M Investments
District of Columbia
$310K +$317K +3,356 New
RCI
713
RS Crum Inc
California
$310K
VA
714
Valmark Advisers
Ohio
$308K +$58.6K +620 +23%
MTC
715
Matrix Trust Company
Colorado
$308K +$15.5K +164 +5%
KAS
716
KPP Advisory Services
Kentucky
$306K -$8.5K -90 -3%
LFG
717
Larson Financial Group
Missouri
$305K +$157K +1,662 +102%
PA
718
Parallel Advisors
California
$302K -$63.6K -673 -17%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$302K +$308K +3,265 New
HNB
720
Huntington National Bank
Ohio
$302K
CWP
721
Cyndeo Wealth Partners
Florida
$296K +$21.7K +230 +8%
VCA
722
Verdence Capital Advisors
Maryland
$293K +$1.89K +20 +0.6%
WF
723
Welch & Forbes
Massachusetts
$292K
SAW
724
Signal Advisors Wealth
Michigan
$292K -$283K -2,999 -49%
IAS
725
Insigneo Advisory Services
Florida
$291K -$4.82K -51 -2%

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.