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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
VanEck Associates
851
VanEck Associates
New York
$65K +$32.1K +340 +93%
TIM
852
Tortoise Investment Management
New York
$64.7K -$19.8K -210 -23%
NG
853
NWK Group
California
$64.3K +$4.06K +43 +7%
RA
854
Rational Advisors
New York
$62.5K -$1.69M -17,924 -96%
FHA
855
First Horizon Advisors
Tennessee
$61.7K +$61.2K +648 +3,411%
BSB
856
Bangor Savings Bank
Maine
$57.2K -$9.73K -103 -14%
FFWM
857
Future Financial Wealth Management
Ohio
$55.5K
HWP
858
Highline Wealth Partners
California
$53.3K +$661 +7 +1%
CA
859
Crewe Advisors
Utah
$52.7K
JFGIW
860
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.1K -$699K -7,396 -93%
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$50.4K +$3.31K +35 +7%
CIBC Private Wealth Group
862
CIBC Private Wealth Group
Georgia
$49K -$833K -8,813 -94%
AA
863
Ancora Advisors
Ohio
$49K
PIA
864
Powell Investment Advisors
Florida
$46.3K
WCM
865
Weaver Capital Management
Georgia
$43.8K -$3.05M -32,266 -99%
RP
866
Rice Partnership
Hawaii
$43.5K -$9.92K -105 -18%
APW
867
Aventura Private Wealth
Florida
$43.3K +$44.2K +468 New
HIIFS
868
Harel Insurance Investments & Financial Services
Israel
$43K
BC
869
Barrett & Company
Rhode Island
$42.5K
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$42.3K
LFA
871
LGT Financial Advisors
Texas
$42.2K +$17.9K +189 +71%
NRG
872
Nemes Rush Group
Michigan
$41.8K +$42.8K +453 New
RIL
873
Rothschild Investment LLC
Illinois
$40.3K -$38K -402 -48%
HPC
874
HM Payson & Co
Maine
$40K +$40.9K +433 New
LCM
875
Logan Capital Management
Pennsylvania
$39.5K +$16.6K +176 +70%

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.