We are live on ! Find out more
IEF icon

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
AA
926
Advisory Alpha
Michigan
– -$3.58M -37,827 Closed
MAM
927
Meeder Asset Management
Ohio
– -$3.55M -37,495 Closed
MWM
928
Meridian Wealth Management
Kentucky
– -$3.25M -34,350 Closed
SC
929
Sykon Capital
New York
– -$3.04M -32,082 Closed
ACM
930
Andina Capital Management
Utah
– -$2.95M -31,213 Closed
GEM
931
Global Endowment Management
North Carolina
– -$2.77M -29,260 Closed
AIM
932
Alhambra Investment Management
Florida
– -$2.54M -26,787 Closed
WA
933
WESPAC Advisors
California
– -$2.41M -25,504 Closed
AIG
934
American International Group
New York
– -$2.09M -22,100 Closed
PCM
935
Penserra Capital Management
California
– -$2.04M -21,600 Closed
IF
936
Intrua Financial
Texas
– -$2.03M -21,445 Closed
MWM
937
Moulton Wealth Management
Washington
– -$1.53M -16,122 Closed
IUHSA
938
Itau Unibanco Holding S.A.
Brazil
– -$2.38M -13,688 Closed
FFWM
939
Future Financial Wealth Management
Ohio
– -$1.22M -12,872 Closed
CBFP
940
Cedar Brook Financial Partners
Ohio
– -$1.21M -12,751 Closed
CIA
941
Choate Investment Advisors
Massachusetts
– -$1.1M -11,643 Closed
CB
942
Cadence Bank
Mississippi
– -$1M -10,612 Closed
CCWM
943
Correct Capital Wealth Management
Missouri
– -$899K -9,501 Closed
Qube Research & Technologies (QRT)
944
Qube Research & Technologies (QRT)
United Kingdom
– -$845K -8,926 Closed
HW
945
Hamilton Wealth
California
– -$778K -8,218 Closed
PWMG
946
Pinnacle Wealth Management Group
Michigan
– -$725K -7,656 Closed
CAM
947
Crestone Asset Management
Colorado
– -$694K -7,330 Closed
HIC
948
Hartline Investment Corp
Illinois
– -$692K -7,307 Closed
NL
949
NWAM LLC
Washington
– -$628K -6,750 Closed
EW
950
Evoke Wealth
California
– -$638K -6,740 Closed
36 37
38
39 40

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.