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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
VFA
301
Values First Advisors
Tennessee
$5.03M +$165K +1,767 +3%
ECM
302
Evergreen Capital Management
Washington
$5M +$87.2K +932 +2%
ASN
303
Advisory Services Network
Georgia
$5M +$261K +2,792 +6%
PS
304
Principal Securities
Iowa
$5M
1832 Asset Management
305
1832 Asset Management
Ontario, Canada
$4.99M -$22.4K -239 -0.5%
FWM
306
Forza Wealth Management
Florida
$4.96M -$4.68K -50 -0.1%
RAM
307
Riggs Asset Management
Pennsylvania
$4.94M -$795K -8,497 -14%
AIA
308
AssuredPartners Investment Advisors
Florida
$4.93M +$195K +2,086 +4%
ACA
309
Aspire Capital Advisors
Washington
$4.89M +$394K +4,211 +9%
AWAU
310
Alliance Wealth Advisors (Utah)
Utah
$4.87M +$525K +5,614 +12%
ODA
311
One Degree Advisors
California
$4.77M +$3.49M +37,296 +293%
MHS
312
M Holdings Securities
Oregon
$4.75M +$1.5M +16,024 +47%
CIA
313
Concurrent Investment Advisors
Florida
$4.73M +$3.21M +34,280 +223%
Lazard Asset Management
314
Lazard Asset Management
New York
$4.7M
IA
315
IFP Advisors
Florida
$4.67M -$35.3K -377 -0.8%
RFA
316
Reyes Financial Architecture
California
$4.57M +$4.48M +47,924 +133,122%
TAM
317
Titleist Asset Management
Texas
$4.54M +$1.33M +14,226 +43%
SL
318
Systelligence LLC
Minnesota
$4.42M +$121K +1,295 +3%
SSWM
319
Smith Salley Wealth Management
North Carolina
$4.38M +$134K +1,433 +3%
KPWS
320
Kestra Private Wealth Services
Texas
$4.38M +$488K +5,219 +13%
FC
321
FCA Corp
Texas
$4.35M +$70.4K +752 +2%
CCA
322
Checchi Capital Advisers
California
$4.34M +$3.18M +33,972 +294%
T
323
Transce3nd
Texas
$4.33M -$690K -7,380 -14%
CB
324
Commerce Bank
Missouri
$4.27M +$625K +6,676 +18%
GAA
325
Global Assets Advisory
Florida
$4.22M +$4.16M +44,460 New

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.