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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
UAS
501
United Asset Strategies
New York
$1.34M -$136K -1,458 -9%
FIM
502
Freedom Investment Management
Connecticut
$1.34M -$91.1K -974 -6%
CA
503
Continuum Advisory
Idaho
$1.33M +$35.6K +380 +3%
MPW
504
Magnolia Private Wealth
Pennsylvania
$1.33M +$17.9M +190,875 +2,683%
LA
505
LexAurum Advisors
Kansas
$1.32M -$45.3K -484 -3%
HWA
506
HCR Wealth Advisors
California
$1.32M -$440K -4,700 -25%
FWM
507
FFT Wealth Management
Pennsylvania
$1.31M +$48.4K +517 +4%
4WM
508
49 Wealth Management
Texas
$1.3M -$113K -1,212 -8%
DCM
509
Discovery Capital Management
Connecticut
$1.3M +$6.08K +65 +0.5%
BWS
510
Buck Wealth Strategies
Colorado
$1.3M -$6.74M -71,993 -84%
RFA
511
Rollins Financial Advisors
New York
$1.27M +$474K +5,066 +61%
KJWM
512
Kiley Juergens Wealth Management
Washington
$1.27M +$12.5K +134 +1%
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$1.26M
OC
514
Optima Capital
Oregon
$1.25M +$1.23M +13,151 New
W
515
WorthPointe
California
$1.25M +$1.22M +13,077 New
RG
516
Rathbones Group
United Kingdom
$1.25M -$6.46K -69 -0.5%
FPW
517
Flagship Private Wealth
Massachusetts
$1.24M +$1.22M +13,037 New
HA
518
Hanover Advisors
South Carolina
$1.24M -$1.87K -20 -0.2%
FWM
519
FLP Wealth Management
Arkansas
$1.24M +$6.83K +73 +0.6%
JWCA
520
J.W. Coons Advisors
Ohio
$1.22M
KCM
521
Kornitzer Capital Management
Kansas
$1.22M +$59K +631 +5%
CFG
522
Cosner Financial Group
Colorado
$1.19M -$32.2K -344 -3%
LWMI
523
Legacy Wealth Management (Idaho)
Idaho
$1.18M +$1.16M +12,406 New
SWP
524
Sagespring Wealth Partners
Tennessee
$1.18M -$1.19M -12,686 -51%
FTUS
525
Flow Traders U.S.
New York
$1.18M -$4.11M -43,903 -78%

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.