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
SWM
176
Spire Wealth Management
Virginia
$10.7M -$43.7K -463 -0.4%
WA
177
Waverly Advisors
Alabama
$10.5M +$9.23M +97,640 +597%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$10.4M +$8.42M +89,133 +377%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$10.4M -$2.17M -22,997 -17%
BBVA
180
Banco Bilbao Vizcaya Argentaria
Spain
$10.3M +$10.4M +110,276 New
DADC
181
D.A. Davidson & Co
Montana
$10.1M +$10M +105,930 +2,856%
PA
182
Pinnacle Associates
New York
$10.1M +$1.92M +20,302 +23%
PAG
183
Private Advisor Group
New Jersey
$10.1M -$4.2M -44,504 -29%
Northern Trust
184
Northern Trust
Illinois
$9.94M +$9.19M +97,274 +948%
DWS
185
Dynamic Wealth Strategies
California
$9.9M +$2.14M +22,616 +27%
NWAG
186
Net Worth Advisory Group
Utah
$9.77M -$102K -1,082 -1%
RWM
187
Rezny Wealth Management
Florida
$9.72M +$5.23M +55,407 +111%
DCM
188
Dimension Capital Management
Florida
$9.67M -$185K -1,962 -2%
HI
189
Hudock Inc
Pennsylvania
$9.53M -$237K -2,511 -2%
Optiver Holding
190
Optiver Holding
Netherlands
$9.51M +$9.72M +102,901 New
HCA
191
Heck Capital Advisors
Wisconsin
$9.5M +$2.51M +26,611 +35%
ACP
192
Aveo Capital Partners
Colorado
$9.5M -$24.7M -261,519 -72%
DRS
193
Deane Retirement Strategies
Louisiana
$9.39M +$9.6M +101,602 New
AI
194
Atria Investments
North Carolina
$9.35M +$2.47M +26,189 +35%
SWP
195
Summit Wealth Partners
Florida
$9.24M -$334K -3,536 -3%
IWC
196
Integrated Wealth Concepts
Massachusetts
$9.24M +$209K +2,213 +2%
LCC
197
Lincoln Capital Corp
Rhode Island
$9.18M +$7.61M +80,544 +429%
JCM
198
Janney Capital Management
Pennsylvania
$9.03M -$579K -6,123 -6%
MCC
199
Money Concepts Capital
Florida
$8.71M -$8.08M -85,567 -48%
NL
200
NVWM LLC
Pennsylvania
$8.68M -$1.27M -13,424 -13%

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.