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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
CJ
776
Caitlin John
Michigan
$264K +$1.22K +13 +0.5%
CP
777
Canopy Partners
Ohio
$261K -$548K -5,858 -68%
EDRH
778
Edmond de Rothschild Holding
Switzerland
$256K
LCM
779
Lazari Capital Management
California
$255K
CCP
780
Clarity Capital Partners
California
$253K -$119K -1,269 -32%
BBNA
781
Bremer Bank National Association
Minnesota
$250K
SFGP
782
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$250K
FFG
783
Fiduciary Financial Group
California
$249K +$248K +2,650 New
GAG
784
GM Advisory Group
New York
$249K
MW
785
Marcum Wealth
Ohio
$245K +$11.2K +120 +5%
ODFS
786
O'Donnell Financial Services
California
$244K +$240K +2,562 New
WAM
787
Walker Asset Management
Missouri
$243K -$3.65K -39 -2%
MFS
788
Madrona Financial Services
Washington
$242K +$4.49K +48 +2%
PIWA
789
Prevail Innovative Wealth Advisors
Kansas
$241K -$1.4K -15 -0.6%
TBT
790
Texas Bank & Trust
Texas
$241K +$236K +2,524 New
CFD
791
Creative Financial Designs
Indiana
$240K -$468 -5 -0.2%
SMA
792
Seven Mile Advisory
New Jersey
$239K +$5.8K +62 +3%
GHAM
793
Gilman Hill Asset Management
Connecticut
$238K
OIA
794
Optimum Investment Advisors
Illinois
$234K
PWMG
795
Pinnacle Wealth Management Group
Michigan
$233K +$229K +2,446 New
CIA
796
Cape Investment Advisory
Georgia
$231K -$49.1K -525 -18%
GWA
797
Genesis Wealth Advisors
Massachusetts
$230K
CNB
798
Camden National Bank
Maine
$230K -$4.68K -50 -2%
PT
799
Plimoth Trust
Massachusetts
$229K +$225K +2,405 New
LSWP
800
Liberty Square Wealth Partners
Pennsylvania
$229K

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.