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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
IAG
726
Ipsen Advisor Group
Arkansas
$283K +$290K +3,065 New
HGWM
727
Horst & Graben Wealth Management
Oregon
$283K +$37.9K +401 +15%
SJL
728
Shayne & Jacobs LLC
Tennessee
$281K
CAWM
729
Capital Advisors Wealth Management
Washington
$279K +$285K +3,017 New
SFG
730
Sovereign Financial Group
Connecticut
$276K -$118K -1,254 -30%
RWIA
731
Roger Wittlin Investment Advisory
California
$275K +$3.5K +37 +1%
MFG
732
Magnus Financial Group
New York
$274K -$407K -4,308 -59%
CIA
733
Cape Investment Advisory
Georgia
$272K +$22.6K +239 +9%
TWP
734
Triad Wealth Partners
Kansas
$271K +$276K +2,926 New
FA
735
FC Advisory
Pennsylvania
$268K +$2.74K +29 +1%
FFA
736
Farther Finance Advisors
California
$268K +$32.4K +343 +13%
HCM
737
Hudson Capital Management
New Jersey
$267K -$661 -7 -0.2%
JCM
738
Jacobi Capital Management
Pennsylvania
$264K -$223K -2,365 -45%
RW
739
Regimen Wealth
Georgia
$261K +$7.18K +76 +3%
HWM
740
HB Wealth Management
Georgia
$259K +$265K +2,805 New
VT
741
Vise Technologies
New York
$259K +$264K +2,797 New
JMFC
742
J.M. Forbes & Co
Massachusetts
$258K -$14.1K -149 -5%
SAS
743
Stelac Advisory Services
New York
$258K +$26.6K +282 +11%
MFIM
744
Mesirow Financial Investment Management
Illinois
$257K +$4.72K +50 +2%
SIM
745
Seaview Investment Managers
Florida
$257K +$263K +2,783 New
DI
746
Diligent Investors
California
$257K +$10.6K +112 +4%
CJ
747
Caitlin John
Michigan
$255K -$6.05K -64 -2%
MW
748
Maia Wealth
Colorado
$251K +$255K +2,694 New
TC
749
Trilogy Capital
California
$249K
EDRH
750
Edmond de Rothschild Holding
Switzerland
$248K -$4.89M -51,809 -95%

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.