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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
VFA
776
Voya Financial Advisors
Connecticut
$227K +$31.1K +329 +16%
OIA
777
Optimum Investment Advisors
Illinois
$227K
RFP
778
Root Financial Partners
California
$226K +$231K +2,443 New
SMA
779
Seven Mile Advisory
New Jersey
$225K +$19.2K +203 +9%
NB
780
NBT Bank
New York
$224K
LSWP
781
Liberty Square Wealth Partners
Pennsylvania
$224K +$227K +2,401 New
Walleye Capital
782
Walleye Capital
New York
$223K
GWA
783
Genesis Wealth Advisors
Massachusetts
$223K +$228K +2,413 New
WDC
784
Woodward Diversified Capital
California
$222K +$227K +2,401 New
GTAM
785
Global Trust Asset Management
Florida
$222K -$413K -4,376 -65%
BTWM
786
Brass Tax Wealth Management
Ohio
$220K -$9.73K -103 -4%
WCM
787
Wisconsin Capital Management
Wisconsin
$217K -$18.9K -200 -8%
TWP
788
Tower Wealth Partners
Pennsylvania
$217K -$251K -2,655 -53%
Belvedere Trading
789
Belvedere Trading
Illinois
$216K +$220K +2,333 New
NWM
790
Northwest Wealth Management
Iowa
$216K -$105K -1,110 -32%
RPGK
791
Retirement Planning Group (Kansas)
Kansas
$215K +$219K +2,321 New
TA
792
TruWealth Advisors
Louisiana
$214K -$28.3K -299 -11%
GT
793
Glenview Trust
Kentucky
$213K
SIM
794
Stratos Investment Management
Ohio
$212K +$217K +2,296 New
AUB
795
Atlantic Union Bankshares
Virginia
$211K -$30.5K -323 -12%
Empower Advisory Group
796
Empower Advisory Group
Colorado
$211K -$15.2K -161 -7%
CCAL
797
City Center Advisors LLC
Michigan
$210K +$215K +2,276 New
SCM
798
Sollinda Capital Management
Florida
$209K -$14.8K -157 -7%
CWM
799
Copia Wealth Management
Oregon
$208K +$213K +2,251 New
PAM
800
Palisade Asset Management
Minnesota
$208K

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.