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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
RFS
151
Retirement Financial Solutions
Tennessee
$14.1M -$280K -2,964 -2%
HTC
152
Haverford Trust Company
Pennsylvania
$13.8M +$714K +7,556 +5%
SPIA
153
Strategic Point Investment Advisors
Rhode Island
$13.7M -$11.2M -118,675 -44%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$13.5M -$92.8M -981,961 -87%
G
155
GenTrust
Florida
$13.5M +$10.4M +109,921 +308%
HFS
156
Hantz Financial Services
Michigan
$13.4M -$10.3K -109 -0.1%
PA
157
PFG Advisors
Arizona
$13.4M +$948K +10,035 +7%
Millennium Management
158
Millennium Management
New York
$13.4M +$7.41M +78,457 +118%
MWM
159
MY Wealth Management
Maryland
$13.3M -$35.1K -371 -0.3%
AI
160
ArchPoint Investors
Florida
$12.9M +$898K +9,500 +7%
WHCFA
161
William Howard & Co Financial Advisors
Tennessee
$12.8M -$2.1M -22,279 -14%
MC
162
Middleton & Co
Massachusetts
$12.7M -$1.82M -19,246 -12%
SPIA
163
Steward Partners Investment Advisory
New York
$12.6M +$2.17M +22,979 +20%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$12.4M +$165K +1,743 +1%
SC
165
Syon Capital
California
$12.2M -$25.4M -269,266 -67%
TPCW
166
TD Private Client Wealth
New York
$12.2M -$815K -8,621 -6%
RSWM
167
Robertson Stephens Wealth Management
California
$12.2M -$4.21M -44,577 -25%
FDP
168
Financiere des Professionnels
Quebec, Canada
$12M +$652K +6,900 +6%
SG Americas Securities
169
SG Americas Securities
New York
$12M -$28M -296,137 -70%
PFS
170
Prospera Financial Services
Texas
$11.9M +$2.24M +23,733 +23%
RWM
171
Ritholtz Wealth Management
New York
$11.8M +$191K +2,024 +2%
DCA
172
DSG Capital Advisors
Minnesota
$11.4M +$11.7M +123,614 New
PCMU
173
Paragon Capital Management (Utah)
Utah
$11.3M +$3.31M +35,068 +40%
IIA
174
IPG Investment Advisors
California
$11M +$5.54M +58,634 +97%
WFA
175
Wellspring Financial Advisors
Ohio
$11M +$494K +5,232 +5%

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.