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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
NMM
901
Naples Money Management
Florida
$834 – – –
GEA
902
Glen Eagle Advisors
New Jersey
$786 -$1.11K -12 -60%
GJWM
903
Gilliland Jeter Wealth Management
Arkansas
$656 +$650 +7 New
FHC
904
First Heartland Consultants
Missouri
$493 -$31.6K -340 -6%
JHCP
905
Jackson Hole Capital Partners
Oklahoma
$468 – – –
TCWA
906
Turtle Creek Wealth Advisors
Texas
$281 +$279 +3 New
RA
907
Ransom Advisory
Rhode Island
$192 – – –
HCP
908
Hexagon Capital Partners
Arkansas
$149 – – –
Capstone Investment Advisors
909
Capstone Investment Advisors
New York
$94 – – –
Citadel Advisors
910
Citadel Advisors
Florida
– -$196M -2,109,057 Closed
CLGM
911
Capitolis Liquid Global Markets
New York
– -$124M -1,313,000 Closed
RVPG
912
Relative Value Partners Group
– -$45.3M -469,676 Closed
EFI
913
EHP Funds Inc
Canada
– -$40.6M -428,600 Closed
TWM
914
Tanglewood Wealth Management
Texas
– -$19.9M -209,971 Closed
PPP
915
Private Portfolio Partners
New Jersey
– -$17.6M -185,545 Closed
Simplex Trading
916
Simplex Trading
Illinois
– -$15.8M -167,310 Closed
SLF
917
Sun Life Financial
Ontario, Canada
– -$15M -152,000 Closed
SHFP
918
Second Half Financial Partners
Florida
– -$11.3M -119,853 Closed
GAA
919
Global Assets Advisory
Florida
– -$834K -78,004 Closed
EWM
920
Executive Wealth Management
Michigan
– -$7.21M -77,059 Closed
LNC
921
Lincoln National Corp
Pennsylvania
– -$5.81M -61,352 Closed
PWM
922
Pacific Wealth Management
California
– -$5.86M -60,790 Closed
MG
923
Marex Group
– -$4.73M -49,957 Closed
HA
924
HC Advisors
Georgia
– -$4.31M -45,568 Closed
UIA
925
UG Investment Advisers
Taiwan
– -$3.94M -41,600 Closed
35 36
37
38 39

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.