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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
B
51
Barings
North Carolina
$55.1M -$1.97M -20,874 -3%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.4M -$4.77M -50,524 -8%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$52.5M +$4.47M +47,306 +9%
PCIG
54
Partners Capital Investment Group
Massachusetts
$52.4M -$46M -486,356 -46%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$50.9M +$16.1M +169,940 +44%
EB
56
Eastern Bank
Massachusetts
$47.9M +$801K +8,479 +2%
M
57
MATAURO
New York
$47.5M +$48.5M +513,550 New
RBCM
58
Raub Brock Capital Management
California
$45.8M -$133K -1,405 -0.3%
IWMA
59
Ironwood Wealth Management (Arizona)
Arizona
$44.7M +$471K +4,984 +1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$44.5M -$562K -5,952 -1%
AG
61
AIA Group
Hong Kong
$41.7M -$5.18M -54,875 -11%
Citigroup
62
Citigroup
New York
$41.3M -$64.1M -678,592 -60%
PFM
63
Patton Fund Management
Texas
$41.1M +$123K +1,297 +0.3%
MCM
64
MAI Capital Management
Ohio
$40.3M +$41.2M +436,414 New
TCM
65
Twele Capital Management
Minnesota
$40.3M +$2.23M +23,605 +6%
GG
66
Greenwood Gearhart
Arkansas
$39.2M +$10.5M +111,036 +36%
KIM
67
Karpus Investment Management
New York
$38.5M +$21.1M +223,776 +116%
PA
68
Pineridge Advisors
Missouri
$37.4M +$4.21M +44,573 +12%
APWA
69
Atlas Private Wealth Advisors
New Jersey
$36.8M +$644K +6,819 +2%
HighTower Advisors
70
HighTower Advisors
Illinois
$36.4M -$7.57M -80,138 -17%
BWL
71
Beacon Wealthcare LLC
North Carolina
$36M -$495K -5,236 -1%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$35.6M +$2.1M +22,274 +6%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$34.4M -$695K -7,354 -2%
AO
74
Advisor OS
Illinois
$34.4M -$8.52M -90,211 -20%
1CP
75
1607 Capital Partners
Virginia
$34.3M +$11.3M +119,865 +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.