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iShares 7-10 Year Treasury Bond ETF

1,012 hedge funds and large institutions have $30.1B invested in iShares 7-10 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 374 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $2.09B | Put options by funds: $451M

47% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 86

3% more funds holding

Funds holding: 9831,012 (+29)

1% more capital invested

Capital invested by funds: $29.9B → $30.1B (+$213M)

0.13% less ownership

Funds ownership: 86.08%85.95% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 397

15% less funds holding in top 10

Funds holding in top 10: 127108 (-19)

Holders
1,012
Holders Change
+29
Holders Change %
+2.95%
% of All Funds
13.32%
Holding in Top 10
108
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.96%
% of All Funds
1.42%
New
126
Increased
374
Reduced
397
Closed
86
Calls
$2.09B
Puts
$451M
Net Calls
+$1.64B
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
426
Buck Wealth Strategies
Colorado
$2.04M +$733K +7,755 +57%
OWP
427
ORG Wealth Partners
Texas
$2.04M -$238K -2,514 -11%
RCG
428
Regatta Capital Group
California
$2.03M +$183K +1,937 +10%
ES
429
ETF Store
Kansas
$2.02M -$55.6K -588 -3%
SFG
430
SevenBridge Financial Group
Pennsylvania
$2.02M -$477K -5,044 -19%
SI
431
SimpliFi Inc
California
$2.01M -$16.1K -170 -0.8%
EF
432
Empowered Funds
Pennsylvania
$1.99M +$1.98M +20,893 New
CWM
433
Certus Wealth Management
California
$1.99M -$414K -4,375 -17%
DWS
434
Dynamic Wealth Strategies
California
$1.99M -$8.26M -87,402 -81%
SIA
435
SeaBridge Investment Advisors
New Jersey
$1.98M -$93K -984 -5%
MTC
436
Matrix Trust Company
Colorado
$1.98M +$531K +5,616 +37%
FAM
437
Formidable Asset Management
Ohio
$1.98M
AP
438
Aspect Partners
Virginia
$1.97M +$1.93M +20,365 +9,257%
AG
439
Ascent Group
Virginia
$1.96M +$465K +4,923 +32%
RSWM
440
Robertson Stephens Wealth Management
California
$1.95M -$10.6M -112,051 -85%
EW
441
Evoke Wealth
California
$1.95M +$757K +8,011 +65%
MWA
442
MFA Wealth Advisors
Pennsylvania
$1.88M +$1.86M +19,635 New
SC
443
Sykon Capital
New York
$1.87M -$1.53M -16,214 -45%
TI
444
Tidal Investments
Wisconsin
$1.87M -$4.04M -42,752 -69%
TCA
445
Transcend Capital Advisors
New Jersey
$1.86M -$180K -1,908 -9%
LIG
446
Lokken Investment Group
Delaware
$1.85M -$22.8K -241 -1%
EFG
447
Ethos Financial Group
Pennsylvania
$1.85M -$653K -6,910 -26%
BWM
448
Biltmore Wealth Management
Arizona
$1.83M +$22K +233 +1%
PWM
449
Purus Wealth Management
California
$1.81M +$361K +3,818 +25%
WWC
450
Waypoint Wealth Counsel
Georgia
$1.8M +$8.51K +90 +0.5%

IEF Hedge Fund Activity: Q2 2025 in Review

1,012 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2025, worth a combined $30.1B — up 0.71% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new IEF positions and 86 closed out — a net gain of 40 holders — while 374 added to existing stakes and 397 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $254M. The largest seller was Raymond James Financial, cutting an estimated $212M.

  • 1,012 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2025, up from 983 in Q1 2025.
  • Funds reported $30.1B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2025, up 0.71% quarter-over-quarter.
  • 126 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2025 and 86 closed out, a net change of +40 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2025 was Fisher Asset Management, an estimated $254M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2025.