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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
HCP
901
Hexagon Capital Partners
Arkansas
$19.8K +$20.2K +214 New
GI
902
GAMMA Investing
California
$19.7K
MG
903
Mather Group
Illinois
$19.3K -$83.5K -884 -81%
AAP
904
Arax Advisory Partners
Colorado
$18.8K +$18.1K +192 +1,600%
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.8K -$33K -349 -63%
SC
906
SouthState Corp
Florida
$18K +$18.4K +195 New
HFS
907
HBC Financial Services
Washington
$18K
AA
908
Addison Advisors
Vermont
$17.8K -$51.1K -541 -74%
RFA
909
Register Financial Advisors
Georgia
$17.6K -$2.46K -26 -12%
TC
910
Trust Company
Kansas
$16.6K
TCPG
911
Trivant Custom Portfolio Group
California
$16.3K +$1.04K +11 +7%
SWP
912
SIMA Wealth Partners
Virginia
$16.1K
MDCM
913
Morgan Dempsey Capital Management
Wisconsin
$15.9K
CT
914
Coastline Trust
Rhode Island
$15.7K
MMCM
915
Murphy & Mullick Capital Management
New York
$15.6K +$16K +169 New
HC
916
Hurley Capital
New York
$14.5K +$14.8K +157 New
AF
917
Aviso Financial
Ontario, Canada
$13.9K +$14.2K +150 New
ITIM
918
Indiana Trust & Investment Management
Indiana
$13.8K -$5.48K -58 -28%
FGC
919
Financial Gravity Companies
Texas
$13.7K +$283 +3 +2%
BIG
920
Brooklyn Investment Group
New York
$12.9K +$13.1K +139 New
SIS
921
Sound Income Strategies
Florida
$12.2K -$13.4K -142 -52%
AF
922
Advisornet Financial
Minnesota
$12K +$9.45K +100 +333%
CSPIA
923
Cary Street Partners Investment Advisory
Virginia
$11.6K -$784K -8,296 -99%
IBOK
924
Independence Bank of Kentucky
Kentucky
$11.6K +$11.8K +125 New
DP
925
Denver PWM
Colorado
$11K -$3.97K -42 -26%

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.