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iShares 7-10 Year Treasury Bond ETF

939 hedge funds and large institutions have $30.2B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 428 increasing their positions, 260 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 260

53% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 92

19% more capital invested

Capital invested by funds: $25.4B → $30.2B (+$4.78B)

13% more funds holding in top 10

Funds holding in top 10: 89101 (+12)

4% more funds holding

Funds holding: 903939 (+36)

1.77% more ownership

Funds ownership: 86.96%88.73% (+1.8%)

6% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.37B

Holders
939
Holders Change
+36
Holders Change %
+3.99%
% of All Funds
13.48%
Holding in Top 10
101
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.48%
% of All Funds
1.45%
New
141
Increased
428
Reduced
260
Closed
92
Calls
$1.29B
Puts
$1.37B
Net Calls
-$79.3M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Clarity Financial
Texas
$65.5M +$24.9M +257,491 +63%
AWS
52
Atria Wealth Solutions
New York
$63.4M +$8.58M +88,783 +16%
AAG
53
Armstrong Advisory Group
Massachusetts
$62.3M -$32.8M -339,792 -35%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.7M +$30.3M +313,733 +100%
BWL
55
Bogart Wealth LLC
Virginia
$61.6M -$20.5M -212,558 -25%
B
56
Barings
North Carolina
$60.5M +$16M +165,625 +37%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$59.6M +$7.93M +82,023 +16%
CC
58
Centiva Capital
New York
$51.7M +$16M +165,862 +46%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$51.1M +$509K +5,270 +1%
EB
60
Eastern Bank
Massachusetts
$50M +$49.3M +510,057 New
AG
61
AIA Group
Hong Kong
$49.6M +$26.1M +269,785 +114%
RBCM
62
Raub Brock Capital Management
California
$48.8M +$16.4M +169,535 +52%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$47.8M +$6.75M +69,837 +17%
IWMA
64
Ironwood Wealth Management (Arizona)
Arizona
$46.9M +$1.52M +15,677 +3%
HighTower Advisors
65
HighTower Advisors
Illinois
$46.5M -$15.8M -163,639 -26%
AO
66
Advisor OS
Illinois
$45.3M +$1.59M +16,468 +4%
PFM
67
Patton Fund Management
Texas
$43.5M -$75.7K -783 -0.2%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$43.2M -$36.7M -379,730 -46%
SG Americas Securities
69
SG Americas Securities
New York
$41.8M +$28.6M +295,964 +228%
TCM
70
Twele Capital Management
Minnesota
$40.4M +$876K +9,057 +2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$39.4M -$15.3M -158,409 -32%
SC
72
Syon Capital
California
$39.4M +$206K +2,133 +0.5%
PNAA
73
Pictet North America Advisors
Switzerland
$38.9M +$24.7M +255,468 +181%
BWL
74
Beacon Wealthcare LLC
North Carolina
$38.8M +$359K +3,713 +0.9%
APWA
75
Atlas Private Wealth Advisors
New Jersey
$38.3M +$1.38M +14,264 +4%

IEF Hedge Fund Activity: Q3 2024 in Review

939 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2024, worth a combined $30.2B — up 19% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new IEF positions and 92 closed out — a net gain of 49 holders — while 428 added to existing stakes and 260 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $2.06B. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 939 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2024, up from 903 in Q2 2024.
  • Funds reported $30.2B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 141 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2024 and 92 closed out, a net change of +49 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $2.06B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q3 2024.