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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
PWMG
951
Prestige Wealth Management Group
New Jersey
$3.98K
YP
952
YANKCOM Partnership
South Dakota
$3.88K +$3.97K +42 New
OPTFSNA
953
Old Point Trust & Financial Services N A
Virginia
$3.79K +$3.87K +41 New
MFC
954
Morris Financial Concepts
South Carolina
$3.7K
RFA
955
Reyes Financial Architecture
California
$3.33K +$3.4K +36 New
VWWMG
956
Vermillion & White Wealth Management Group
Pennsylvania
$3.24K
ME
957
McIlrath & Eck
Washington
$3.14K
LOIP
958
Live Oak Investment Partners
Texas
$3.05K
RCM
959
Raleigh Capital Management
North Carolina
$3K -$94 -1 -3%
PWM
960
Provident Wealth Management
Tennessee
$2.5K
HT
961
Headlands Technologies
Illinois
$2.31K -$75K -794 -97%
SIS
962
Strategic Investment Solutions
Illinois
$2.3K -$5.57K -59 -70%
NWWA
963
New Wave Wealth Advisors
Arkansas
$2.13K +$2.17K +23 New
C
964
Covestor
United Kingdom
$2K -$850 -9 -36%
ST
965
Smithfield Trust
Pennsylvania
$2K
AW
966
Avion Wealth
Texas
$2K +$2.27K +24 New
CMP
967
Coston McIsaac & Partners
Maine
$2K +$3.02K +32 New
Q1WB
968
Quest 10 Wealth Builders
Virginia
$1.96K +$1.98K +21 New
GEA
969
Glen Eagle Advisors
New Jersey
$1.9K +$94 +1 +5%
EAM
970
Eukles Asset Management
Ohio
$1.85K
WTC
971
WhitTier Trust Company
Nevada
$1.85K
SRCM
972
Signature Resources Capital Management
California
$1.39K
ETS
973
ESL Trust Services
New York
$1.11K
NFSG
974
Newbridge Financial Services Group
Florida
$1.11K +$1.13K +12 New
PWA
975
Provenance Wealth Advisors
Florida
$832 -$5.76K -61 -87%

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.