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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
EWA
826
EverSource Wealth Advisors
Alabama
$134K +$128K +1,353 +1,409%
TCG
827
Transcendent Capital Group
Oklahoma
$122K +$125K +1,319 New
EC
828
Elequin Capital
New York
$121K +$124K +1,310 New
HIA
829
Harbor Investment Advisory
Maryland
$112K -$165K -1,742 -59%
NCM
830
Northwest Capital Management
Oregon
$110K -$39.4K -417 -26%
JWA
831
JFS Wealth Advisors
Pennsylvania
$109K +$112K +1,181 New
BA
832
Ballast Advisors
Minnesota
$108K -$9.64K -102 -8%
WB
833
Webster Bank
Connecticut
$102K
AF
834
Allworth Financial
California
$99.7K -$23.9K -253 -19%
AG
835
AmeriFlex Group
Nevada
$97.7K +$99.2K +1,050 New
FF
836
Finley Financial
Nevada
$96.8K +$99.2K +1,050 New
CT
837
Colonial Trust
South Carolina
$95.2K +$4.91K +52 +5%
NP
838
NorthRock Partners
Minnesota
$92.9K -$159K -1,682 -63%
RCM
839
Ravenstone Capital Management
$92.5K +$94.5K +1,000 New
MA
840
MCF Advisors
Kentucky
$91.5K
UBP
841
Union Bancaire Privee
Switzerland
$84K +$94.5K +1,000 New
DF
842
Dunhill Financial
United Kingdom
$83.7K +$48.8K +516 +133%
BA
843
Bellwether Advisors
Nebraska
$79K +$80.7K +854 New
GIA
844
GHP Investment Advisors
Colorado
$76.3K
CTC
845
Central Trust Company
Missouri
$75.6K
BL
846
BFSG LLC
California
$75.3K -$756 -8 -1%
AWM
847
Avior Wealth Management
Nebraska
$71.4K -$37.4K -396 -34%
SWA
848
SOA Wealth Advisors
New York
$70.9K +$850 +9 +1%
PK
849
Pflug Koory
Nebraska
$70.4K
PA
850
PSI Advisors
Florida
$68K +$7.75K +82 +13%

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.