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
MA
26
Mutual Advisors
Nebraska
$165M +$162M +1,726,786 +16,747%
Members Trust
27
Members Trust
Florida
$157M -$91.9M -981,932 -37%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$153M +$694K +7,420 +0.5%
BlackRock
29
BlackRock
New York
$148M -$142M -1,517,751 -49%
HPG
30
Harvest Portfolios Group
Ontario, Canada
$138M +$14.7M +157,184 +12%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$131M +$6.03M +64,467 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$128M +$30.7M +328,585 +32%
NFA
33
Nationwide Fund Advisors
Ohio
$122M -$181M -1,929,893 -60%
Truist Financial
34
Truist Financial
North Carolina
$115M +$1.01M +10,837 +0.9%
AAG
35
Armstrong Advisory Group
Massachusetts
$106M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$103M -$1.52M -16,206 -1%
Stifel Financial
37
Stifel Financial
Missouri
$101M +$1.57M +16,795 +2%
Cerity Partners
38
Cerity Partners
New York
$95.9M +$12.9M +137,423 +16%
PCIG
39
Partners Capital Investment Group
Massachusetts
$90.4M +$35.7M +381,529 +67%
Victory Capital Management
40
Victory Capital Management
Texas
$90.3M -$71.6K -765 -0.1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$85.5M +$18.4M +197,013 +28%
AIA
42
Ally Invest Advisors
North Carolina
$84.4M +$1.72M +18,427 +2%
SAMU
43
SONA Asset Management (US)
New York
$81.1M +$79.5M +850,000 New
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$76.2M +$4.21M +44,996 +6%
AAG
45
Avalon Advisory Group
Pennsylvania
$75.2M -$686K -7,335 -0.9%
JHCM
46
Juniper Hill Capital Management
California
$71M
WA
47
WestEnd Advisors
North Carolina
$70.5M -$1.63M -17,422 -2%
3AM
48
3EDGE Asset Management
Florida
$69.9M -$17M -182,032 -20%
CF
49
Clarity Financial
Texas
$69.1M +$2.39M +25,532 +4%
G
50
GenTrust
Florida
$64.4M +$49.6M +530,156 +364%

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.