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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
WAG
1076
Windsor Advisory Group
Ohio
-$21.5K -219 Closed
WAS
1077
Winch Advisory Services
Wisconsin
-$20K -204 Closed
NSIM
1078
North Star Investment Management
Illinois
-$18.3K -186 Closed
FFO
1079
Fortitude Family Office
Arizona
-$12.3K -125 Closed
CAM
1080
Creekmur Asset Management
Illinois
-$8.14K -83 Closed
SWM
1081
Sanctuary Wealth Management
Idaho
-$6.48K -66 Closed
ANBT
1082
American National Bank & Trust
Texas
-$5.99K -61 Closed
CTB
1083
Country Trust Bank
Illinois
-$5.99K -61 Closed
PS
1084
Planned Solutions
California
-$5.69K -58 Closed
TFM
1085
TFC Financial Management
Massachusetts
-$5K -51 Closed
PCA
1086
Providence Capital Advisors
North Carolina
-$4.32K -44 Closed
FAM
1087
Flaharty Asset Management
Florida
-$3.14K -32 Closed
CWC
1088
Carolinas Wealth Consulting
North Carolina
-$2.35K -24 Closed
TPW
1089
Talon Private Wealth
Florida
-$2.35K -24 Closed
WWM
1090
Wolff Wiese Magana
California
-$2.35K -24 Closed
OC
1091
Oakworth Capital
Alabama
-$1.86K -19 Closed
VWM
1092
Venturi Wealth Management
Texas
-$1.57K -16 Closed
APC
1093
Aspire Private Capital
North Carolina
-$1.47K -15 Closed
GAG
1094
Goodman Advisory Group
Massachusetts
-$687 -7 Closed
FCM
1095
Fourpath Capital Management
Oklahoma
-$105 -1 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.