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iShares 7-10 Year Treasury Bond ETF

983 hedge funds and large institutions have $29.9B invested in iShares 7-10 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 435 increasing their positions, 314 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $1.24B | Put options by funds: $679M

40% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 87

39% more repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 314

30% more funds holding in top 10

Funds holding in top 10: 98127 (+29)

1% more funds holding

Funds holding: 974983 (+9)

0.52% more ownership

Funds ownership: 85.57%86.08% (+0.52%)

0% less capital invested

Capital invested by funds: $30B → $29.9B (-$57.4M)

Holders
983
Holders Change
+9
Holders Change %
+0.92%
% of All Funds
13.18%
Holding in Top 10
127
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+29.59%
% of All Funds
1.7%
New
122
Increased
435
Reduced
314
Closed
87
Calls
$1.24B
Puts
$679M
Net Calls
+$558M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
276
IHT Wealth Management
Illinois
$6.06M -$485K -5,180 -8%
ANTB
277
AMG National Trust Bank
Colorado
$6.04M +$217K +2,321 +4%
SR
278
Syntax Research
Florida
$5.97M +$843K +9,012 +17%
CPBTD
279
Central Pacific Bank - Trust Division
Hawaii
$5.95M +$3.83M +40,899 +191%
TI
280
Tidal Investments
Wisconsin
$5.94M +$5.83M +62,275 New
SA
281
Sanctuary Advisors
Indiana
$5.86M +$51.2K +547 +0.9%
SWM
282
SFG Wealth Management
Maryland
$5.86M +$5.74M +61,400 New
Jones Financial Companies
283
Jones Financial Companies
Missouri
$5.84M +$1.47M +15,720 +34%
BMCM
284
Black Maple Capital Management
Wisconsin
$5.8M +$3.59M +38,350 +170%
CCB
285
Country Club Bank
Missouri
$5.74M +$244K +2,603 +5%
PWM
286
Perigon Wealth Management
California
$5.73M -$433K -4,629 -7%
LIM
287
Leavell Investment Management
Alabama
$5.69M +$370K +3,953 +7%
BA
288
BCM Advisors
Louisiana
$5.54M +$2.66M +28,428 +95%
JIR
289
James Investment Research
Ohio
$5.51M -$35.6K -381 -0.7%
CCMG
290
Clark Capital Management Group
Pennsylvania
$5.5M +$5.39M +57,656 New
FHC
291
First Heartland Consultants
Missouri
$5.48M +$3.61M +38,569 +205%
AA
292
Altman Advisors
Illinois
$5.46M +$5.32M +56,837 New
MPW
293
MGO Private Wealth
California
$5.45M +$3.99M +42,613 +294%
SGI
294
Summit Global Investments
Utah
$5.39M +$4.33M +46,254 +449%
RA
295
Rockingstone Advisors
Massachusetts
$5.35M +$2.66M +28,440 +103%
SFI
296
SPC Financial Inc
Maryland
$5.31M +$195K +2,089 +4%
WPIC
297
White Pine Investment Company
Michigan
$5.24M +$335K +3,578 +7%
TIAM2
298
Tru Independence Asset Management 2
Oregon
$5.11M +$1.79M +19,139 +56%
AFG
299
Atomi Financial Group
New York
$5.06M -$191K -2,043 -4%
DC
300
Davenport & Co
Virginia
$5.04M +$47K +502 +1%

IEF Hedge Fund Activity: Q1 2025 in Review

983 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q1 2025, worth a combined $29.9B — down 0.19% from $30B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new IEF positions and 87 closed out — a net gain of 35 holders — while 435 added to existing stakes and 314 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $537M. The largest seller was Fidelity Investments, cutting an estimated $263M.

  • 983 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q1 2025, up from 974 in Q4 2024.
  • Funds reported $29.9B of iShares 7-10 Year Treasury Bond ETF stock for Q1 2025, down 0.19% quarter-over-quarter.
  • 122 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q1 2025 and 87 closed out, a net change of +35 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q1 2025 was Fisher Asset Management, an estimated $537M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2025.