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iShares 7-10 Year Treasury Bond ETF
IEF

903 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 366 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

22% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 299

14% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.43B

4% more capital invested

Capital invested by funds: $24.4B → $25.4B (+$992M)

0% more funds holding

Funds holding: 900 → 903 (+3)

0.18% more ownership

Funds ownership: 86.78% → 86.96% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 95 → 89 (-6)

Holders
903
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
13.04%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
119
Increased
366
Reduced
299
Closed
96
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.07B
2
JP Morgan Chase
JP Morgan Chase
New York
+$483M
3
BlackRock
BlackRock
New York
+$110M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$105M
5
Ameriprise
Ameriprise
Minnesota
+$101M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$348M
2
Citadel Advisors
Citadel Advisors
Florida
-$196M
3
CLGM
Capitolis Liquid Global Markets
New York
-$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
876
Chesapeake Asset Management
New York
$3.09K +$3.07K +33 New
ST
877
Smithfield Trust
Pennsylvania
$3K +$2.51K +27 New
AFWM
878
Abich Financial Wealth Management
Virginia
$2.81K – – –
AF
879
Advisornet Financial
Minnesota
$2.81K – – –
PWM
880
Provident Wealth Management
Tennessee
$2.53K – – –
TSWM
881
Tyler-Stone Wealth Management
Ohio
$2.15K – – –
CB
882
Chris Bulman
California
$2.15K +$2.14K +23 New
AW
883
Avion Wealth
Texas
$2K – – –
C
884
Covestor
United Kingdom
$2K – – –
EAM
885
Eukles Asset Management
Ohio
$1.87K – – –
WTC
886
WhitTier Trust Company
Nevada
$1.87K – – –
FHA
887
First Horizon Advisors
Tennessee
$1.8K -$2.23K -24 -56%
SFC
888
Strategic Financial Concepts
Texas
$1.74K +$1.27M +13,655 New
SGC
889
Slocum, Gordon & Co
Rhode Island
$1.69K +$1.67K +18 New
GWP
890
Gen-Wealth Partners
Michigan
$1.61K -$1.49K -16 -48%
VWM
891
Venturi Wealth Management
Texas
$1.5K – – –
APC
892
Aspire Private Capital
North Carolina
$1.41K – – –
PO
893
Private Ocean
California
$1.41K – – –
SRCM
894
Signature Resources Capital Management
California
$1.41K – – –
CWC
895
Carolinas Wealth Consulting
North Carolina
$1.31K +$1.3K +14 New
AAP
896
Arax Advisory Partners
Colorado
$1.08K -$18.9K -203 -94%
GWS
897
Glassman Wealth Services
Virginia
$1.03K +$1.02K +11 New
CAL
898
Capital Advisors Ltd
Ohio
$1K – – –
PWA
899
Provenance Wealth Advisors
Florida
$843 -$70.1K -755 -99%
BLC
900
Brown, Lisle/Cummings
Rhode Island
$843 – – –
34 35
36
37 38

IEF Hedge Fund Activity: Q2 2024 in Review

903 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2024, worth a combined $25.4B — up 4.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IEF positions and 96 closed out — a net gain of 23 holders — while 366 added to existing stakes and 299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.07B. The largest seller was UBS Group, cutting an estimated $348M.

  • 903 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $25.4B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 119 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2024 and 96 closed out, a net change of +23 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.07B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2024 was UBS Group, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2024.