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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
GT
751
Glenview Trust
Kentucky
$299K +$77K +823 +36%
PPW
752
Pasadena Private Wealth
California
$295K +$290K +3,095 New
KAS
753
KPP Advisory Services
Kentucky
$293K -$22.5K -240 -7%
MWM
754
Melfa Wealth Management
Massachusetts
$291K +$286K +3,055 New
EWA
755
EverSource Wealth Advisors
Alabama
$291K +$150K +1,598 +110%
SJL
756
Shayne & Jacobs LLC
Tennessee
$290K
CGFA
757
Colton Groome Financial Advisors
North Carolina
$289K +$282K +3,010 New
SC
758
SouthState Corp
Florida
$288K +$265K +2,830 +1,451%
HGWM
759
Horst & Graben Wealth Management
Oregon
$288K -$4.12K -44 -1%
RW
760
Regimen Wealth
Georgia
$286K +$16.9K +181 +6%
TA
761
TFB Advisors
Kansas
$285K +$280K +2,991 New
RWIA
762
Roger Wittlin Investment Advisory
California
$285K +$1.68K +18 +0.6%
IAG
763
Investment Advisory Group
Massachusetts
$284K -$78.1K -835 -22%
IAG
764
Ipsen Advisor Group
Arkansas
$283K -$9.17K -98 -3%
HNB
765
Huntington National Bank
Ohio
$280K
SFG
766
Sovereign Financial Group
Connecticut
$279K -$5.24K -56 -2%
FA
767
FC Advisory
Pennsylvania
$278K +$1.4K +15 +0.5%
TC
768
Trilogy Capital
California
$276K +$19.2K +205 +8%
HI
769
Harbour Investments
Wisconsin
$276K -$157K -1,675 -37%
VAG
770
VisionPoint Advisory Group
Texas
$275K +$118K +1,261 +78%
JMFC
771
J.M. Forbes & Co
Massachusetts
$273K +$6.55K +70 +3%
GSWA
772
Good Steward Wealth Advisors
Tennessee
$270K +$265K +2,828 New
SIM
773
Seaview Investment Managers
Florida
$265K
DI
774
Diligent Investors
California
$265K +$561 +6 +0.2%
CAWM
775
Capital Advisors Wealth Management
Washington
$265K -$22.1K -236 -8%

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.