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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
CFP
476
Cypress Financial Planning
New Jersey
$1.58M -$5.43K -58 -0.3%
SWP
477
ShoreHaven Wealth Partners
New Jersey
$1.57M -$5.89K -63 -0.4%
FFA
478
Farther Finance Advisors
California
$1.56M +$1.26M +13,446 +465%
ACM
479
Advance Capital Management
Michigan
$1.54M -$178K -1,901 -11%
AAS
480
Ameritas Advisory Services
Nebraska
$1.54M +$6.46K +69 +0.4%
AB
481
Atlas Brown
Kentucky
$1.52M -$17.7K -189 -1%
FBB
482
Fulton Breakefield Broenniman
Maryland
$1.51M -$21.5K -230 -1%
LBC
483
Leigh Baldwin & Co
New York
$1.5M +$201K +2,143 +16%
CAG
484
Csenge Advisory Group
Florida
$1.5M +$1.24M +13,210 +509%
OHWP
485
Oak Harbor Wealth Partners
North Carolina
$1.49M +$254K +2,720 +21%
HBFP
486
Henderson Brothers Financial Partners
Pennsylvania
$1.49M +$1.45M +15,519 New
AG
487
Ascent Group
Virginia
$1.49M +$420K +4,484 +40%
BIA
488
Biondo Investment Advisors
Pennsylvania
$1.47M +$224K +2,398 +18%
FCT
489
First Community Trust
Iowa
$1.45M
PWM
490
Purus Wealth Management
California
$1.44M +$70K +748 +5%
MTC
491
Matrix Trust Company
Colorado
$1.44M +$1.1M +11,739 +353%
DS
492
DRW Securities
Illinois
$1.43M +$1.4M +14,992 New
IAIM
493
International Assets Investment Management
Florida
$1.43M +$37.8K +404 +3%
FA
494
Faithward Advisors
Pennsylvania
$1.4M +$3.37K +36 +0.2%
BCG
495
BayBridge Capital Group
California
$1.39M +$268K +2,860 +24%
William Blair & Company
496
William Blair & Company
Illinois
$1.38M -$117K -1,254 -8%
CAAS
497
Capital Asset Advisory Services
Michigan
$1.37M -$166K -1,770 -11%
HH
498
Hilltop Holdings
Texas
$1.36M -$19.1K -204 -1%
IFG
499
Independent Financial Group
California
$1.35M -$48.3K -516 -4%
ATPW
500
Ashton Thomas Private Wealth
Arizona
$1.35M +$548K +5,852 +70%

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.