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iShares 7-10 Year Treasury Bond ETF
IEF

900 hedge funds and large institutions have $24.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 380 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 299

14% more call options, than puts

Call options by funds: $1.73B | Put options by funds: $1.52B

9% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 105

1% less funds holding

Funds holding: 907 → 900 (-7)

2% less capital invested

Capital invested by funds: $24.8B → $24.4B (-$391M)

7.21% less ownership

Funds ownership: 93.99% → 86.78% (-7.2%)

8% less funds holding in top 10

Funds holding in top 10: 103 → 95 (-8)

Holders
900
Holders Change
-7
Holders Change %
-0.77%
% of All Funds
12.96%
Holding in Top 10
95
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.77%
% of All Funds
1.37%
New
114
Increased
380
Reduced
299
Closed
105
Calls
$1.73B
Puts
$1.52B
Net Calls
+$213M
Net Calls Change
-$62.1M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$932M
2
Ameriprise
Ameriprise
Minnesota
+$300M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$221M
4
Citadel Advisors
Citadel Advisors
Florida
+$128M
5
Bank of America
Bank of America
North Carolina
+$115M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02B
2
JP Morgan Chase
JP Morgan Chase
New York
-$480M
3
CF
Canoe Financial
Alberta, Canada
-$163M
4
BlackRock
BlackRock
New York
-$139M
5
Walleye Capital
Walleye Capital
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
876
Provident Wealth Management
Tennessee
$2.56K +$2.56K +27 New
RS
877
Rakuten Securities
Japan
$2.27K +$2.27K +24 New
TC
878
Truvestments Capital
Florida
$2.18K -$4.17K -44 -66%
TSWM
879
Tyler-Stone Wealth Management
Ohio
$2.18K – – –
C
880
Covestor
United Kingdom
$2K +$95 +1 +4%
ADL
881
Asset Dedication LLC
California
$2K +$1.52K +16 New
BHWM
882
Beaird Harris Wealth Management
Texas
$1.99K +$1.99K +21 New
GEA
883
Glen Eagle Advisors
New Jersey
$1.92K -$1.9K -20 -50%
EAM
884
Eukles Asset Management
Ohio
$1.89K – – –
WTC
885
WhitTier Trust Company
Nevada
$1.89K – – –
SWM
886
Sanctuary Wealth Management
Idaho
$1.89K +$1.9K +20 New
VAG
887
VisionPoint Advisory Group
Texas
$1.89K +$1.9K +20 New
GFL
888
Granite FO LLC
New Hampshire
$1.76K +$1.71K +18 New
VWM
889
Venturi Wealth Management
Texas
$1.51K -$21.3K -225 -93%
SRCM
890
Signature Resources Capital Management
California
$1.45K – – –
APC
891
Aspire Private Capital
North Carolina
$1.42K – – –
PO
892
Private Ocean
California
$1.42K – – –
PMFA
893
Plante Moran Financial Advisors
Michigan
$1.42K +$1.42K +15 New
CTA
894
Colonial Trust Advisors
South Carolina
$1.32K – – –
CAL
895
Capital Advisors Ltd
Ohio
$1K – – –
SGCA
896
Steel Grove Capital Advisors
Tennessee
$947 +$948K +10,000 New
BLC
897
Brown, Lisle/Cummings
Rhode Island
$852 – – –
NMM
898
Naples Money Management
Florida
$852 – – –
VL
899
Vima LLC
Michigan
$694 – – –
SC
900
Stephens Consulting
Michigan
$663 – – –
34 35
36
37 38

IEF Hedge Fund Activity: Q1 2024 in Review

900 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2024, worth a combined $24.4B — down 1.6% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new IEF positions and 105 closed out — a net gain of 9 holders — while 380 added to existing stakes and 299 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $932M. The largest seller was Morgan Stanley, cutting an estimated $1.02B.

  • 900 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2024, down from 907 in Q4 2023.
  • Funds reported $24.4B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 114 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2024 and 105 closed out, a net change of +9 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2024 was Fisher Asset Management, an estimated $932M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2024.