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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.55B +$715M +7,566,487 +18%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$3.05B +$2.48M +26,217 +388%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.74B -$363M -3,838,547 -11%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.47B -$96.4M -1,019,975 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.13B -$51.5M -544,751 -4%
Ameriprise
6
Ameriprise
Minnesota
$1.07B -$145M -1,537,732 -12%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$891M -$11.2M -118,938 -1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$773M -$18.8M -198,626 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$725M +$741M +7,847,362 New
Morgan Stanley
10
Morgan Stanley
New York
$718M -$600M -6,350,880 -45%
Bank of America
11
Bank of America
North Carolina
$708M -$76M -804,057 -10%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$522M -$194M -2,051,032 -27%
BTI
13
Blue Trust Inc
Georgia
$508M +$47M +497,208 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$415M +$22M +232,876 +5%
LPL Financial
15
LPL Financial
California
$342M +$16.2M +171,084 +5%
UBS Group
16
UBS Group
Switzerland
$338M -$40.2M -425,586 -10%
NFA
17
Nationwide Fund Advisors
Ohio
$297M +$2.3M +24,364 +0.8%
BlackRock
18
BlackRock
New York
$284M -$59.1M -625,284 -17%
Jane Street
19
Jane Street
New York
$245M +$214M +2,266,450 +590%
Members Trust
20
Members Trust
Florida
$243M -$6.51M -68,920 -3%
Bank Julius Baer & Co
21
Bank Julius Baer & Co
Switzerland
$239M +$20M +211,314 +10%
CPO
22
Cerity Partners OCIO
New York
$228M +$2.17M +22,968 +0.9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$224M +$6.35M +67,209 +3%
Wells Fargo
24
Wells Fargo
California
$185M +$16.9M +178,938 +10%
WCM
25
Wealthcare Capital Management
Virginia
$179M +$9.24M +97,747 +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.