We are live on ! Find out more
IEF icon

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
ACM
1026
Avalon Capital Management
California
-$739K -7,536 Closed
RBFC
1027
Roman Butler Fullerton & Co
Missouri
-$716K -7,444 Closed
MIS
1028
Morningstar Investment Services
Illinois
-$726K -7,375 Closed
MWM
1029
Mission Wealth Management
California
-$672K -6,850 Closed
AWA
1030
Adapt Wealth Advisors
Georgia
-$666K -6,786 Closed
BWP
1031
Baldwin Wealth Partners
Massachusetts
-$522K -5,315 Closed
BIP
1032
Blueprint Investment Partners
North Carolina
-$521K -5,314 Closed
OCM
1033
Objective Capital Management
Ohio
-$484K -4,931 Closed
DWM
1034
Drive Wealth Management
Utah
-$483K -4,924 Closed
AWA
1035
Acorn Wealth Advisors
Michigan
-$466K -4,749 Closed
ACGA
1036
Atlanta Consulting Group Advisors
Georgia
-$438K -4,460 Closed
RIA
1037
Regal Investment Advisors
Michigan
-$431K -4,392 Closed
HF
1038
HRT Financial
New York
-$424K -4,326 Closed
B
1039
Bellecapital
Switzerland
-$346K -3,529 Closed
SG
1040
StoneX Group
New York
-$344K -3,510 Closed
PWM
1041
Power Wealth Management
Georgia
-$344K -3,506 Closed
W
1042
WPWealth
Texas
-$335K -3,415 Closed
MFG
1043
Merit Financial Group
Georgia
-$313K -3,194 Closed
IC
1044
IEQ Capital
California
-$309K -3,154 Closed
AWM
1045
Avaii Wealth Management
Wisconsin
-$282K -2,873 Closed
SCA
1046
Sage Capital Advisors
South Dakota
-$272K -2,774 Closed
DAS
1047
Dynamic Advisor Solutions
Arizona
-$257K -2,621 Closed
SAM
1048
Secure Asset Management
Michigan
-$254K -2,591 Closed
PWMG
1049
Pinnacle Wealth Management Group
Michigan
-$253K -2,580 Closed
LWM
1050
Lyell Wealth Management
California
-$251K -2,553 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.