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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
SC
976
Stephens Consulting
Michigan
$648 -$75.5K -799 -99%
JHCP
977
Jackson Hole Capital Partners
Oklahoma
$462
ICM
978
Islay Capital Management
Texas
$277
Capstone Investment Advisors
979
Capstone Investment Advisors
New York
$92
VWM
980
Valley Wealth Managers
New Jersey
$92
Invesco
981
Invesco
Georgia
-$252M -2,569,800 Closed
Citadel Advisors
982
Citadel Advisors
Florida
-$189M -2,002,737 Closed
EFI
983
EHP Funds Inc
Canada
-$78.6M -801,200 Closed
CC
984
Centiva Capital
New York
-$51.7M -526,477 Closed
E3F
985
Eight 31 Financial
Texas
-$32.5M -331,406 Closed
JHU
986
Johns Hopkins University
Maryland
-$28.1M -286,376 Closed
Wellington Management Group
987
Wellington Management Group
Massachusetts
-$25M -254,765 Closed
PCM
988
Penserra Capital Management
California
-$13.8M -140,906 Closed
MAC
989
Mason & Associates (California)
California
-$13.5M -137,224 Closed
CG
990
Cynosure Group
Utah
-$11.7M -118,856 Closed
FFG
991
Foundry Financial Group
New Hampshire
-$9.61M -97,929 Closed
PWM
992
Palumbo Wealth Management
New York
-$8.25M -84,085 Closed
AFA
993
Atlas Financial Advisors
California
-$6.37M -64,900 Closed
HSWS
994
Higgins & Schmidt Wealth Strategies
Colorado
-$5.96M -60,775 Closed
EP
995
Edgestream Partners
New Jersey
-$5.82M -59,340 Closed
AIA
996
Alternative Investment Advisors
Florida
-$5.69M -58,008 Closed
Prudential Financial
997
Prudential Financial
New Jersey
-$5.42M -55,203 Closed
RCG
998
Rock Creek Group
District of Columbia
-$5.26M -53,562 Closed
BFWM
999
Bright Futures Wealth Management
New York
-$4.85M -51,283 Closed
VWM
1000
Vigilare Wealth Management
Arizona
-$4.81M -49,016 Closed

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.