We are live on ! Find out more
IEF icon

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
LFASL
401
Lugano Financial Advisors SA (LFA)
Switzerland
$2.75M -$68.8K -735 -2%
AIP
402
Almanack Investment Partners
Pennsylvania
$2.71M -$2.33M -24,881 -47%
KAS
403
Kestra Advisory Services
Texas
$2.71M -$26.2M -280,227 -91%
SOS
404
Silver Oak Securities
Tennessee
$2.69M -$277K -2,963 -9%
BMCM
405
Bryn Mawr Capital Management
Pennsylvania
$2.67M -$114K -1,214 -4%
BMCM
406
Burns Matteson Capital Management
New York
$2.62M +$425K +4,547 +20%
LA
407
LWM Advisors
California
$2.61M -$2.69M -28,757 Closed
FCBT
408
First Citizens Bank & Trust
North Carolina
$2.55M +$188K +2,011 +8%
Luther King Capital Management (LKCM)
409
Luther King Capital Management (LKCM)
Texas
$2.54M
SCP
410
Silverleafe Capital Partners
Tennessee
$2.53M +$62.9K +672 +3%
CC
411
Cypress Capital
Tennessee
$2.5M -$52.4K -560 -2%
EFG
412
Ethos Financial Group
Pennsylvania
$2.5M -$2.46M -26,274 -50%
SCA
413
Snowden Capital Advisors
New York
$2.49M +$97.5K +1,042 +4%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$2.47M -$30.4M -324,812 -93%
SFG
415
SevenBridge Financial Group
Pennsylvania
$2.46M -$710K -7,587 -22%
FAG
416
Fortitude Advisory Group
Washington
$2.37M +$2.34M +25,004 New
CWM
417
Certus Wealth Management
California
$2.36M -$45.9K -491 -2%
Amundi
418
Amundi
France
$2.36M
FCI
419
Financial Counselors Inc
Kansas
$2.35M +$510K +5,455 +28%
OWP
420
ORG Wealth Partners
Texas
$2.28M -$1.1M -11,778 -33%
AMG
421
Asset Management Group
Connecticut
$2.27M +$11.5K +123 +0.5%
RVM
422
Robinson Value Management
Texas
$2.24M -$36.2K -387 -2%
WCM
423
Winthrop Capital Management
Indiana
$2.22M +$333K +3,560 +18%
FWM
424
Focused Wealth Management
New York
$2.22M +$311K +3,323 +17%
CFG
425
Certior Financial Group
Pennsylvania
$2.21M +$26.2K +280 +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.