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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
FT
676
Fiduciary Trust
Massachusetts
$476K -$98.7K -1,055 -17%
MBT
677
Montecito Bank & Trust
California
$476K -$57K -609 -11%
TWP
678
Triad Wealth Partners
Kansas
$474K +$192K +2,048 +70%
SGAM
679
Stephens Group Asset Management
Arkansas
$467K -$180K -1,928 -28%
MWM
680
Maridea Wealth Management
New York
$465K -$84.5K -903 -16%
HWM
681
HB Wealth Management
Georgia
$463K +$191K +2,046 +73%
PFG
682
Pacific Financial Group
Washington
$454K -$103K -1,100 -19%
RIS
683
Retirement Income Solutions
Michigan
$445K -$139K -1,488 -24%
VCWA
684
Vanguard Capital Wealth Advisors
Colorado
$442K +$2.71K +29 +0.6%
GLA
685
Good Life Advisors
Pennsylvania
$441K +$224K +2,395 +107%
IP
686
Ignite Planners
California
$439K +$431K +4,605 New
IA
687
Integrity Alliance
Iowa
$437K +$429K +4,580 New
CAU
688
Caxton Associates (UK)
$437K +$428K +4,577 New
BWAM
689
Boyd Watterson Asset Management
Ohio
$434K +$25.5K +273 +6%
Allianz Asset Management
690
Allianz Asset Management
Germany
$434K -$4.66M -49,800 -92%
DWM
691
Diversify Wealth Management
Utah
$433K -$96.1K -1,027 -19%
PA
692
Pineridge Advisors
Missouri
$431K -$37.5M -400,513 -99%
JIP
693
Jaffetilchin Investment Partners
Florida
$429K +$19K +203 +5%
BW
694
Blalock Williams
Alabama
$429K +$7.02K +75 +2%
PTC
695
Private Trust Company
Ohio
$424K -$254K -2,713 -38%
M&T Bank
696
M&T Bank
New York
$424K -$12K -128 -3%
CA
697
CoreCap Advisors
Michigan
$420K +$27.4K +293 +7%
AFP
698
Ausdal Financial Partners
Iowa
$417K -$59.5M -636,336 -99%
BFG
699
Berger Financial Group
Minnesota
$414K -$11.7K -125 -3%
BHB
700
Bank Hapoalim BM
Israel
$412K

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.