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iShares 7-10 Year Treasury Bond ETF

903 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 366 increasing their positions, 299 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

22% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 299

14% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.43B

4% more capital invested

Capital invested by funds: $24.4B → $25.4B (+$992M)

0% more funds holding

Funds holding: 900903 (+3)

0.18% more ownership

Funds ownership: 86.78%86.96% (+0.18%)

6% less funds holding in top 10

Funds holding in top 10: 9589 (-6)

Holders
903
Holders Change
+3
Holders Change %
+0.33%
% of All Funds
13.04%
Holding in Top 10
89
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.32%
% of All Funds
1.29%
New
119
Increased
366
Reduced
299
Closed
96
Calls
$1.63B
Puts
$1.43B
Net Calls
+$195M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.47B -$91.8M -987,811 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.91B +$1.07B +11,528,319 +130%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.91B +$77.7M +836,259 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.89B +$483M +5,199,768 +35%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.21B +$56.7M +610,635 +5%
Ameriprise
6
Ameriprise
Minnesota
$1.06B +$101M +1,082,837 +11%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$942M +$46.7M +503,018 +5%
Bank of America
8
Bank of America
North Carolina
$698M -$22.4M -241,345 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$651M +$61.2M +658,431 +10%
RJA
10
Raymond James & Associates
Florida
$594M +$26.2M +281,554 +5%
Charles Schwab
11
Charles Schwab
California
$511M -$4.27M -45,934 -0.8%
BTI
12
Blue Trust Inc
Georgia
$457M -$6.22M -66,954 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$397M -$85.8M -923,806 -18%
BlackRock
14
BlackRock
New York
$347M +$110M +1,182,277 +47%
UBS Group
15
UBS Group
Switzerland
$326M -$348M -3,744,363 -52%
LPL Financial
16
LPL Financial
California
$323M +$48.1M +517,532 +18%
NFA
17
Nationwide Fund Advisors
Ohio
$267M +$1.14M +12,231 +0.4%
Members Trust
18
Members Trust
Florida
$258M -$2.23M -23,989 -0.9%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$233M -$24.4M -262,952 -11%
CPO
20
Cerity Partners OCIO
New York
$226M +$224M +2,409,770 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$218M -$49.3M -530,510 -19%
Wells Fargo
22
Wells Fargo
California
$195M +$10.5M +113,315 +6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$188M +$5.99M +64,429 +3%
Mariner
24
Mariner
Kansas
$180M +$3.15M +33,881 +2%
WCM
25
Wealthcare Capital Management
Virginia
$170M +$3.84M +41,304 +2%

IEF Hedge Fund Activity: Q2 2024 in Review

903 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2024, worth a combined $25.4B — up 4.1% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IEF positions and 96 closed out — a net gain of 23 holders — while 366 added to existing stakes and 299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.07B. The largest seller was UBS Group, cutting an estimated $348M.

  • 903 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2024, up from 900 in Q1 2024.
  • Funds reported $25.4B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2024, up 4.1% quarter-over-quarter.
  • 119 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2024 and 96 closed out, a net change of +23 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.07B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2024 was UBS Group, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2024.