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
CI
701
Cambiar Investors
Colorado
$411K +$404K +4,313 New
CTA
702
Chesley Taft & Associates
Illinois
$410K -$88.9K -950 -18%
PWP
703
Phillips Wealth Planners
Mississippi
$403K -$11.1K -119 -3%
CCA
704
Carrera Capital Advisors
Michigan
$396K -$7.3K -78 -2%
WA
705
WESPAC Advisors
California
$394K +$387K +4,135 New
TIA
706
Traphagen Investment Advisors
New Jersey
$393K -$167K -1,786 -30%
WAM
707
Wolverine Asset Management
Illinois
$391K
WWM
708
Western Wealth Management
Colorado
$389K +$16.3K +174 +4%
MW
709
Maia Wealth
Colorado
$381K +$127K +1,353 +50%
CA
710
CWC Advisors
Oregon
$381K +$36.4K +389 +11%
JAA
711
Joel Adams & Associates
North Carolina
$381K +$23K +246 +7%
EWA
712
EP Wealth Advisors
California
$380K -$45.7K -488 -11%
WA
713
Westfuller Advisors
New York
$378K +$370K +3,959 New
CPW
714
Catalyst Private Wealth
California
$376K -$38.6K -413 -9%
WAM
715
WNY Asset Management
New York
$369K -$69.6K -744 -16%
HSA
716
HBK Sorce Advisory
Pennsylvania
$362K -$9.73K -104 -3%
LCM
717
Lunt Capital Management
Utah
$356K -$93.4K -998 -21%
CA
718
Crumly & Associates
Illinois
$356K
NWMP
719
Noble Wealth Management PBC
Colorado
$355K -$40K -428 -10%
Neuberger Berman Group
720
Neuberger Berman Group
New York
$354K +$144K +1,535 +70%
SLG
721
Stanley-Laman Group
Pennsylvania
$353K +$4.68K +50 +1%
NCFG
722
New Century Financial Group
New Jersey
$351K -$2.51M -26,809 -88%
BCA
723
Bay Colony Advisors
Massachusetts
$351K +$98.1K +1,048 +40%
TWM
724
TSA Wealth Management
Texas
$348K -$295K -3,155 -46%
RWRC
725
R.W. Roge & Company
New York
$344K +$5.15K +55 +2%

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.