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
PAS
551
PKS Advisory Services
New York
$971K +$953K +10,187 New
FFA
552
Fortune Financial Advisors
Kansas
$969K -$5.24K -56 -0.5%
TAM
553
TCP Asset Management
Ohio
$963K -$7.67K -82 -0.8%
CA
554
Clearstead Advisors
Ohio
$960K +$121K +1,288 +15%
FA
555
Flagstar Advisors
New York
$957K +$32.8K +351 +4%
RC
556
Roundview Capital
New Jersey
$956K -$61.8K -660 -6%
GKWIM
557
Gerber Kawasaki Wealth & Investment Management
California
$956K +$238K +2,549 +34%
HIP
558
HUB Investment Partners
Texas
$954K -$36.3K -388 -4%
SL
559
Savior LLC
Massachusetts
$946K -$84.7K -905 -8%
PAYA
560
Phil A. Younker & Associates
Alaska
$926K +$23.4K +250 +3%
VCP
561
Verus Capital Partners
Arizona
$919K -$59.3K -634 -6%
EMCIP
562
Ewing Morris & Co Investment Partners
Ontario, Canada
$908K +$619K +6,615 New
IAA
563
Independent Advisor Alliance
North Carolina
$907K -$1.19M -12,675 -57%
IPWA
564
International Private Wealth Advisors
California
$900K +$97.1K +1,038 +12%
PCA
565
Prosperity Capital Advisors
Ohio
$898K +$149K +1,594 +20%
Pathstone Holdings
566
Pathstone Holdings
New Jersey
$893K -$4.51M -48,237 -84%
EWA
567
Exencial Wealth Advisors
Oklahoma
$880K -$19.6K -209 -2%
ARC
568
Advisor Resource Council
Texas
$874K +$873K +9,336 New
TWM
569
TriaGen Wealth Management
California
$873K +$116K +1,239 +16%
LFAS
570
Level Four Advisory Services
Texas
$871K -$3.99M -42,683 -82%
PCG
571
Prosperity Consulting Group
Maryland
$866K -$87.9K -940 -9%
HS
572
Horan Securities
United States
$863K +$19.4K +207 +2%
NA
573
Nottingham Advisors
New York
$863K -$147K -1,567 -15%
CSP
574
Cary Street Partners
Virginia
$856K -$12.4K -133 -1%
PWM
575
Prentice Wealth Management
New York
$847K +$831K +8,886 New

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.