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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
SMH
801
Sanders Morris Harris
Texas
$207K +$213K +2,253 New
GLA
802
Good Life Advisors
Pennsylvania
$207K -$371K -3,926 -64%
WB
803
WesBanco Bank
West Virginia
$206K +$210K +2,223 New
MA
804
MONECO Advisors
Connecticut
$204K -$73.2K -775 -26%
RB
805
Renasant Bank
Mississippi
$203K -$135K -1,429 -39%
Neuberger Berman Group
806
Neuberger Berman Group
New York
$201K +$206K +2,179 New
BB
807
Busey Bank
Illinois
$200K
HGERS
808
Householder Group Estate & Retirement Specialist
Arizona
$200K -$126K -1,331 -38%
FNWA
809
Financial Network Wealth Advisors
Utah
$196K -$716K -7,576 -78%
HR
810
Howe & Rusling
New York
$190K +$68.3K +723 +54%
GSWM
811
Golden State Wealth Management
California
$181K +$185K +1,962 New
BF
812
BOK Financial
Oklahoma
$180K +$34.6K +366 +23%
UB
813
UMB Bank
Missouri
$176K
DSC
814
Duncker Streett & Co
Missouri
$175K
HI
815
Horizon Investments
North Carolina
$171K +$20.5K +217 +13%
CSC
816
Caldwell Sutter Capital
California
$165K +$62.8K +665 +59%
SC
817
Solstein Capital
California
$162K -$322K -3,410 -66%
GK
818
Graney & King
New York
$161K +$164K +1,741 New
MFC
819
Mechanics Financial Corp
Ohio
$158K -$18.9K -200 -10%
VAG
820
VisionPoint Advisory Group
Texas
$150K +$29.5K +312 +24%
OFG
821
Oxford Financial Group
Indiana
$150K +$153K +1,622 New
CFG
822
Chapman Financial Group
Hawaii
$146K +$149K +1,580 New
KWAG
823
Kiely Wealth Advisory Group
North Carolina
$140K
CPA
824
Cardiff Park Advisors
California
$137K
DJSG
825
D.J. St. Germain
Massachusetts
$137K

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.