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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
JC
626
JB Capital
Connecticut
$613K +$167K +1,785 +38%
PI
627
PFG Investments
New York
$610K +$192K +2,048 +47%
IWM
628
Iams Wealth Management
Nebraska
$604K +$97.9K +1,046 +20%
KLCM
629
KG&L Capital Management
Louisiana
$600K +$35.1K +375 +6%
SOAMC
630
Spirit of America Management Corp
New York
$597K +$561 +6 +0.1%
WP
631
WealthShield Partners
North Carolina
$595K -$36.5K -390 -6%
NG
632
Norden Group
Utah
$592K -$158K -1,691 -21%
AWE
633
Avidian Wealth Enterprises
Texas
$589K +$100K +1,069 +21%
KFAA
634
Klaas Financial Asset Advisors
Illinois
$588K +$22.5K +240 +4%
MIA
635
MMBG Investment Advisors
Florida
$582K +$18.7K +200 +3%
BPC
636
Banque Pictet & Cie
Switzerland
$579K
EGA
637
E&G Advisors
Texas
$578K -$13K -139 -2%
SFC
638
Summit Financial Consulting
Michigan
$578K +$567K +6,059 New
Belvedere Trading
639
Belvedere Trading
Illinois
$577K +$348K +3,717 +159%
MAG
640
M3 Advisory Group
Massachusetts
$575K
AIFAIM
641
American Institute for Advanced Investment Management
Arizona
$558K +$60.6K +648 +12%
5W
642
5T Wealth
California
$555K -$91.6K -979 -14%
AFA
643
American Financial Advisors
Georgia
$550K +$2.81K +30 +0.5%
RIA
644
Realta Investment Advisors
Delaware
$548K -$18.2K -194 -3%
SFFS
645
Stonehage Fleming Financial Services
Jersey
$543K
AIC
646
Archer Investment Corporation
Indiana
$540K +$20.8K +222 +4%
GM
647
GeoWealth Management
Illinois
$537K -$428K -4,576 -45%
MFIM
648
Mesirow Financial Investment Management
Illinois
$531K +$261K +2,785 +100%
AFS
649
Access Financial Services
Minnesota
$531K -$182K -1,948 -26%
Wealthfront Advisers
650
Wealthfront Advisers
California
$526K -$105K -1,117 -17%

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.