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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
BA
351
Ballew Advisors
Mississippi
$3.61M +$75.9K +811 +2%
OC
352
Oppenheimer & Co
New York
$3.6M -$104K -1,109 -3%
WA
353
Wealth Alliance
New York
$3.56M +$838K +8,954 +32%
CFG
354
Carr Financial Group
Massachusetts
$3.55M +$23.9K +255 +0.7%
WCP
355
Wealthcare Capital Partners
Pennsylvania
$3.54M +$16.7K +179 +0.5%
Northern Trust
356
Northern Trust
Illinois
$3.53M -$6.59M -70,482 -66%
AWM
357
AE Wealth Management
Kansas
$3.52M -$861K -9,206 -20%
T2I
358
Turim 21 Investimentos
Brazil
$3.51M +$3.44M +36,783 New
JSL
359
JT Stratford LLC
Georgia
$3.5M +$113K +1,207 +3%
HFS
360
Hantz Financial Services
Michigan
$3.5M -$10.2M -108,655 -75%
Verition Fund Management
361
Verition Fund Management
Connecticut
$3.49M +$2.42M +25,861 +241%
CBA
362
Coastal Bridge Advisors
Connecticut
$3.43M +$3.37M +35,981 New
KeyBank National Association
363
KeyBank National Association
Ohio
$3.43M -$212K -2,268 -6%
CCM
364
Canal Capital Management
Virginia
$3.42M +$773K +8,262 +30%
SC
365
Sykon Capital
New York
$3.41M +$3.35M +35,770 New
SFM
366
Signet Financial Management
New Jersey
$3.4M -$51.2K -547 -2%
SP
367
Stablepoint Partners
Massachusetts
$3.37M +$832K +8,889 +34%
CM
368
Columbus Macro
Pennsylvania
$3.36M +$19.4K +207 +0.6%
BAM
369
Belpointe Asset Management
Nevada
$3.3M +$361K +3,854 +13%
FMTCOCP
370
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.26M +$605K +6,465 +23%
GIP
371
Greatmark Investment Partners
Georgia
$3.26M +$5.61K +60 +0.2%
FNBOO
372
First National Bank of Omaha
Nebraska
$3.25M
IAN
373
Integrated Advisors Network
Texas
$3.25M -$2.69M -28,727 -46%
AI
374
Arvest Investments
Arkansas
$3.24M +$60.3K +645 +2%
WF
375
Warner Financial
Maryland
$3.2M +$794K +8,483 +34%

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.