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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
JSSH
451
J. Safra Sarasin Holding
$1.87M -$1.74M -18,594 -49%
LIG
452
Lokken Investment Group
Delaware
$1.86M +$1.83M +19,543 New
CFB
453
Cullen/Frost Bankers
Texas
$1.84M +$641K +6,849 +55%
RCG
454
Regatta Capital Group
California
$1.83M +$71.4K +763 +4%
FA
455
Fiducient Advisors
Illinois
$1.83M +$409K +4,374 +29%
GSEP
456
Golden State Equity Partners
California
$1.83M -$465K -4,966 -21%
S
457
SharpePoint
Arizona
$1.81M +$1.76M +18,844 New
BWM
458
Biltmore Wealth Management
Arizona
$1.8M +$17.5K +187 +1%
AFG
459
ABLE Financial Group
Arizona
$1.79M +$160K +1,705 +10%
WWC
460
Waypoint Wealth Counsel
Georgia
$1.79M +$4.68K +50 +0.3%
SFS
461
Sowell Financial Services
Arkansas
$1.77M +$144K +1,536 +9%
LAM
462
Lewis Asset Management
California
$1.77M -$139K -1,486 -7%
IWA
463
IBEX Wealth Advisors
New Jersey
$1.77M +$13.4K +143 +0.8%
LCAM
464
London & Capital Asset Management
United Kingdom
$1.76M +$660K +7,049 +62%
PPWM
465
Paragon Private Wealth Management
Kentucky
$1.75M -$197K -2,105 -10%
WAG
466
Wallace Advisory Group
California
$1.75M +$42.2K +451 +2%
SSCM
467
Spectrum Strategic Capital Management
Oregon
$1.73M +$318K +3,394 +23%
MPPLM
468
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M +$258K +2,759 +18%
CIAS
469
Capital Investment Advisory Services
North Carolina
$1.71M +$433K +4,631 +35%
SWP
470
Stratos Wealth Partners
Ohio
$1.66M +$133K +1,417 +9%
PMAM
471
Picton Mahoney Asset Management
Ontario, Canada
$1.66M
VA
472
Vident Advisory
Georgia
$1.62M -$4.58K -49 -0.3%
SCM
473
Spreng Capital Management
Ohio
$1.62M -$223K -2,379 -12%
WAM
474
WealthTrust Asset Management
Florida
$1.61M -$165K -1,761 -9%
SAM
475
Smartleaf Asset Management
Massachusetts
$1.59M +$35K +374 +2%

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.