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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
VFG
751
Victory Financial Group
Texas
$248K +$253K +2,679 New
LCM
752
Lazari Capital Management
California
$247K +$253K +2,674 New
PAM
753
Peak Asset Management
Colorado
$245K +$250K +2,650 New
BCA
754
Bay Colony Advisors
Massachusetts
$244K +$1.51K +16 +0.6%
BBNA
755
Bremer Bank National Association
Minnesota
$242K
SFGP
756
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$242K +$247K +2,619 New
GAG
757
GM Advisory Group
New York
$241K
CAG
758
Csenge Advisory Group
Florida
$240K -$102K -1,079 -29%
WAM
759
Walker Asset Management
Missouri
$239K +$3.02K +32 +1%
Vontobel Holding
760
Vontobel Holding
Switzerland
$238K +$28.4K +301 +13%
PPC
761
Park Place Capital
Alabama
$237K -$135K -1,432 -36%
Financial Engines Advisors
762
Financial Engines Advisors
California
$237K +$242K +2,565 New
CB
763
Community Bank
New York
$237K -$34.5K -365 -12%
AFO
764
Arrowroot Family Office
California
$236K +$241K +2,553 New
PIWA
765
Prevail Innovative Wealth Advisors
Kansas
$235K +$241K +2,547 New
SVWG
766
Shared Vision Wealth Group
United States
$234K +$239K +2,528 New
CFD
767
Creative Financial Designs
Indiana
$233K +$31.9K +338 +16%
IPW
768
Intergy Private Wealth
Colorado
$231K +$13.8K +146 +6%
GHAM
769
Gilman Hill Asset Management
Connecticut
$231K +$236K +2,500 New
TRCT
770
Tower Research Capital (TRC)
New York
$231K +$236K +2,500 New
MFS
771
Madrona Financial Services
Washington
$230K -$7.41M -78,471 -97%
HCM
772
Hollencrest Capital Management
California
$229K -$1.77M -18,681 -88%
ACI
773
Alpha Cubed Investments
California
$228K -$74.2K -785 -24%
CNB
774
Camden National Bank
Maine
$227K +$232K +2,459 New
MW
775
Marcum Wealth
Ohio
$227K +$1.79K +19 +0.8%

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.