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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
YWM
726
Yoder Wealth Management
California
$343K
AWP
727
Accretive Wealth Partners
New Jersey
$341K
APSPRSPT
728
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$341K +$334K +3,571 New
IAS
729
Insigneo Advisory Services
Florida
$339K +$38.7K +414 +13%
PIA
730
Perennial Investment Advisors
California
$333K +$327K +3,497 New
4WM
731
4J Wealth Management
Virginia
$333K +$936 +10 +0.3%
TCM
732
Tran Capital Management
California
$329K
WDC
733
Woodward Diversified Capital
California
$328K +$97.6K +1,043 +43%
VA
734
Valmark Advisers
Ohio
$323K +$4.68K +50 +1%
WIM
735
Westside Investment Management
California
$320K -$76.6K -819 -20%
RW
736
Rede Wealth
Virginia
$319K -$6.17K -66 -2%
PA
737
Parallel Advisors
California
$319K +$7.2K +77 +2%
BEI
738
Benjamin Edwards Inc
Missouri
$319K +$313K +3,346 New
FMI
739
F/M Investments
District of Columbia
$318K -$2.25K -24 -0.7%
PG
740
Patten Group
Tennessee
$315K -$19.1K -204 -6%
SAM
741
Strategy Asset Managers
California
$313K -$10.2K -109 -3%
IPW
742
Intergy Private Wealth
Colorado
$310K +$69.8K +746 +30%
VIPI
743
Vista Investment Partners II
Indiana
$309K -$53.7K -574 -15%
HCM
744
Hudson Capital Management
New Jersey
$303K +$27.3K +292 +10%
VCA
745
Verdence Capital Advisors
Maryland
$302K
CCAL
746
City Center Advisors LLC
Michigan
$302K +$83.3K +890 +39%
WF
747
Welch & Forbes
Massachusetts
$302K
SAW
748
Signal Advisors Wealth
Michigan
$302K +$94 +1 +0%
WCM
749
Wisconsin Capital Management
Wisconsin
$300K +$74.8K +800 +34%
SHFP
750
Second Half Financial Partners
Florida
$299K -$48.4K -517 -14%

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.