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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
AFS
1051
AFG Fiduciary Services
Massachusetts
-$240K -2,500 Closed
GWM
1052
GDS Wealth Management
Texas
-$242K -2,470 Closed
DW30
1053
Drucker Wealth 3.0
New Jersey
-$239K -2,434 Closed
AA
1054
Advisory Alpha
Michigan
-$239K -2,431 Closed
ATS
1055
Ashton Thomas Securities
New York
-$230K -2,340 Closed
KWM
1056
KFG Wealth Management
Indiana
-$228K -2,322 Closed
HGA
1057
Hobbs Group Advisors
South Carolina
-$7.36K -2,250 Closed
ECM
1058
Exchange Capital Management
Michigan
-$215K -2,187 Closed
DA
1059
Dover Advisors
Virginia
-$214K -2,179 Closed
BAM
1060
BTS Asset Management
Massachusetts
-$213K -2,169 Closed
MAM
1061
MMA Asset Management
Pennsylvania
-$211K -2,152 Closed
SAI
1062
Savvy Advisors Inc
New York
-$209K -2,128 Closed
IA
1063
Insight Advisors
Pennsylvania
-$208K -2,123 Closed
BHBT
1064
Burke & Herbert Bank & Trust
Virginia
-$208K -2,117 Closed
HAS
1065
HBW Advisory Services
California
-$204K -2,078 Closed
IIC
1066
Integrated Investment Consultants
Michigan
-$204K -2,074 Closed
RWP
1067
RWA Wealth Partners
Massachusetts
-$202K -2,057 Closed
NS
1068
NBC Securities
Alabama
-$97K -989 Closed
GWSG
1069
GPS Wealth Strategies Group
Colorado
-$84.5K -861 Closed
KPP
1070
Kings Path Partners
Texas
-$69.9K -713 Closed
WH
1071
Wallace Hart
Kentucky
-$69.9K -712 Closed
PFBT
1072
Parkside Financial Bank & Trust
Missouri
-$55.3K -564 Closed
WI
1073
Wintrust Investments
Illinois
-$34K -353 Closed
HBW
1074
Hazlett, Burt & Watson
West Virginia
-$33.2K -351 Closed
ADL
1075
Asset Dedication LLC
California
-$24.2K -247 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.