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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
Allspring Global Investments
1001
Allspring Global Investments
North Carolina
-$4.64M -47,337 Closed
QAM
1002
Q3 Asset Management
Michigan
-$4.28M -43,587 Closed
TI
1003
Tidal Investments
Wisconsin
-$3.21M -32,741 Closed
NPT
1004
National Philanthropic Trust
Pennsylvania
-$3.11M -31,694 Closed
OFP
1005
OLIO Financial Planning
Virginia
-$3.04M -31,460 Closed
MCM
1006
Moore Capital Management
New York
-$2.94M -31,118 Closed
RCS
1007
Retirement Capital Strategies
California
-$2.91M -29,626 Closed
MA
1008
Marquette Associates
Illinois
-$2.83M -28,850 Closed
SC
1009
Sykon Capital
New York
-$2.67M -27,239 Closed
BFM
1010
Boothbay Fund Management
New York
-$2.62M -26,678 Closed
SG
1011
Sourcerock Group
Colorado
-$2.62M -26,666 Closed
MSWM
1012
Mowery & Schoenfeld Wealth Management
Illinois
-$2.58M -26,279 Closed
GEM
1013
Global Endowment Management
North Carolina
-$2.26M -23,000 Closed
PMG
1014
ProVise Management Group
Florida
-$2.08M -21,188 Closed
WWM
1015
Whalen Wealth Management
Nevada
-$1.99M -20,326 Closed
FSA
1016
Financial Services Advisory
Maryland
-$1.34M -13,682 Closed
GCP
1017
GSA Capital Partners
United Kingdom
-$1.34M -13,671 Closed
BAWC
1018
Boyce & Associates Wealth Consulting
Texas
-$1.33M -13,547 Closed
FPW
1019
Flagship Private Wealth
Massachusetts
-$1.3M -13,215 Closed
MWM
1020
Moulton Wealth Management
Washington
-$1.1M -11,395 Closed
PCMH
1021
Polymer Capital Management (HK)
Hong Kong
-$1M -10,200 Closed
AQR Capital Management
1022
AQR Capital Management
Connecticut
-$938K -9,558 Closed
EC
1023
Estate Counselors
Wisconsin
-$854K -8,703 Closed
PWM
1024
Prentice Wealth Management
New York
-$817K -8,326 Closed
HCM
1025
Howard Capital Management
Georgia
-$791K -8,060 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.