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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
BBHC
926
Brown Brothers Harriman & Co
New York
$11K
RFS
927
Richardson Financial Services
Massachusetts
$11K -$11.5K -122 -51%
OC
928
Oarsman Capital
Wisconsin
$10.5K +$10.8K +114 New
Daiwa Securities Group
929
Daiwa Securities Group
Japan
$10K -$6.71K -71 -39%
TSMHT
930
Thurston Springer Miller Herd & Titak
Indiana
$9.8K
GWANC
931
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.57K -$6.9K -73 -41%
IRC
932
Investors Research Corp
Georgia
$9.34K
YDMI
933
Y.D. More Investments
Israel
$9.24K
AWM
934
Atticus Wealth Management
Florida
$8.69K +$94 +1 +1%
RL
935
Rogco LP
Oklahoma
$8.69K
MHR
936
Matthew Hamilton Rosenberg
$8.51K
RA
937
Rise Advisors
New York
$8.07K +$94 +1 +1%
CPG
938
Cornerstone Planning Group
New Jersey
$8K -$378 -4 -4%
KWM
939
Kiker Wealth Management
Georgia
$7.95K +$8.13K +86 New
EWM
940
EPG Wealth Management
Georgia
$7.86K
DWA
941
Delos Wealth Advisors
Texas
$6.93K
T
942
Tidemark
California
$6.56K
VNA
943
Valley National Advisers
Pennsylvania
$6K +$6.9K +73 New
BLC
944
Brown, Lisle/Cummings
Rhode Island
$5.46K +$4.72K +50 +556%
MSG
945
Main Street Group
Virginia
$5.08K -$2.08K -22 -29%
FGA
946
Fortis Group Advisors
New Jersey
$4.99K -$3.71M -39,238 -100%
SIC
947
Salem Investment Counselors
North Carolina
$4.92K +$5.01K +53 New
WWP
948
WR Wealth Planners
Missouri
$4.44K
DWM
949
Darwin Wealth Management
Florida
$4.2K -$6.9K -73 -62%
M
950
MOTCO
Texas
$4.07K

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.