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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
FWA
876
FSC Wealth Advisors
New York
$38.2K
MFG
877
Menard Financial Group
Texas
$38.1K +$39K +413 New
CT
878
Clearstead Trust
Maine
$37.4K -$10.1K -107 -21%
WTFG
879
Wood Tarver Financial Group
Idaho
$37K +$38.5K +408 New
TAM
880
Tucker Asset Management
Colorado
$36.8K +$9.26K +98 +33%
PSFG
881
Park Square Financial Group
Georgia
$36.7K +$37.5K +397 New
HCA
882
Harbor Capital Advisors
Illinois
$36K +$567 +6 +2%
MWA
883
Medallion Wealth Advisors
Connecticut
$34.6K +$35.3K +374 New
PPA
884
Painted Porch Advisors
California
$33.7K +$34.4K +364 New
FFA
885
Founders Financial Alliance
North Carolina
$33.1K
VHAM
886
Van Hulzen Asset Management
California
$32.1K +$32.8K +347 New
BTD
887
BankPlus Trust Department
Mississippi
$31K +$31.7K +335 New
SS
888
Sunbelt Securities
Texas
$27.9K -$213K -2,258 -88%
MA
889
Montag & Associates
Georgia
$27.8K +$15.1K +160 +113%
AP
890
Atwood & Palmer
Missouri
$27.7K
RS
891
Rakuten Securities
Japan
$26.6K -$19.3K -204 -41%
LC
892
Luminist Capital
Michigan
$26.4K +$27K +286 New
TFGT
893
TS Financial Group (TSFG)
Illinois
$25K +$94 +1 +0.4%
CICI
894
Capital Investment Counsel Inc
North Carolina
$24.6K
RF
895
Robinswood Financial
Washington
$23.6K
WT
896
Washington Trust
Rhode Island
$22.9K
GGI
897
Godsey & Gibb Inc
Virginia
$21.2K
BCA
898
Bray Capital Advisors
Florida
$20.8K
VCM
899
Versant Capital Management
Arizona
$20.6K
AP
900
Aspect Partners
Virginia
$20.5K -$25.2K -267 -55%

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.