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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
DP
326
DDD Partners
Washington
$4.22M +$744K +7,951 +22%
MOS
327
MGO One Seven
Ohio
$4.18M +$101K +1,076 +3%
FL
328
FreeGulliver LLC
Louisiana
$4.16M +$179K +1,915 +5%
SFA
329
Semmax Financial Advisors
North Carolina
$4.11M +$126K +1,345 +3%
MWM
330
Meridian Wealth Management
Kentucky
$4.08M -$60.6K -648 -1%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M +$3.36M +35,928 +552%
HPC
332
HM Payson & Co
Maine
$4.04M +$3.92M +41,908 +9,679%
UCFA
333
United Capital Financial Advisors
Texas
$3.97M +$3.51M +37,482 +898%
SCM
334
Stordahl Capital Management
Colorado
$3.94M -$20.9K -223 -0.5%
RF
335
Rossby Financial
Florida
$3.93M +$3.86M +41,282 New
DWP
336
Daymark Wealth Partners
Ohio
$3.93M +$3.85M +41,190 New
CWM
337
Circle Wealth Management
New Jersey
$3.93M -$104K -1,111 -3%
BAM
338
Berkshire Asset Management
Pennsylvania
$3.86M -$452K -4,831 -11%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$3.82M +$662K +7,073 +21%
WCM
340
WealthTrak Capital Management
Virginia
$3.79M +$43.4K +464 +1%
FAM
341
Forte Asset Management
New York
$3.79M -$251K -2,678 -6%
PWG
342
Portside Wealth Group
Utah
$3.78M +$295K +3,153 +9%
CCM
343
Crabel Capital Management
California
$3.77M +$3.29M +35,217 +825%
SAS
344
Sage Advisory Services
Texas
$3.75M -$412K -4,401 -10%
Millennium Management
345
Millennium Management
New York
$3.72M -$9.91M -105,898 -73%
SI
346
Stephens Inc
Arkansas
$3.71M +$142K +1,517 +4%
SSA
347
SSA Swiss Advisors
$3.67M +$3.6M +38,505 New
CKAIS
348
Christensen King & Associates Investment Services
Washington
$3.65M -$133K -1,417 -4%
SF
349
Synovus Financial
Georgia
$3.65M -$573K -6,124 -14%
CAL
350
Capital Analysts LLC
Pennsylvania
$3.63M +$256K +2,735 +8%

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.