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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
TWP
801
Tower Wealth Partners
Pennsylvania
$229K +$5.52K +59 +3%
BPWM
802
Badgley Phelps Wealth Managers
Washington
$228K +$224K +2,395 New
HCM
803
Hollencrest Capital Management
California
$227K -$9.26K -99 -4%
SVWG
804
Shared Vision Wealth Group
United States
$227K -$14K -150 -6%
Empower Advisory Group
805
Empower Advisory Group
Colorado
$225K +$7.58K +81 +4%
NWM
806
Northwest Wealth Management
Iowa
$222K -$187 -2 -0.1%
CWM
807
Copia Wealth Management
Oregon
$222K +$7.3K +78 +3%
RPGK
808
Retirement Planning Group (Kansas)
Kansas
$222K +$655 +7 +0.3%
BTWM
809
Brass Tax Wealth Management
Ohio
$222K -$4.68K -50 -2%
Vanguard Group
810
Vanguard Group
Pennsylvania
$221K +$217K +2,320 New
ACI
811
Alpha Cubed Investments
California
$221K -$13.8K -148 -6%
CNTOF
812
Canandaigua National Trust of Florida
New York
$218K +$214K +2,284 New
CWM
813
Chemistry Wealth Management
New York
$217K -$211K -2,253 -50%
PAM
814
Palisade Asset Management
Minnesota
$215K
PFA
815
Pure Financial Advisors
California
$214K +$210K +2,246 New
FA
816
FDx Advisors
Illinois
$214K -$520K -5,562 -71%
JFGLC
817
Johnson Financial Group LLC (Colorado)
Colorado
$210K +$206K +2,203 New
FA
818
Forefront Analytics
Pennsylvania
$209K -$1.58M -16,892 -88%
DA
819
Dover Advisors
Virginia
$208K +$204K +2,179 New
MEAC
820
M.E. Allison & Co
Texas
$207K +$203K +2,167 New
BB
821
Busey Bank
Illinois
$207K
JAM
822
JCIC Asset Management
Ontario, Canada
$205K +$201K +2,145 New
AA
823
Advisory Alpha
Michigan
$204K +$200K +2,136 New
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$202K +$198K +2,117 New
CB
825
Community Bank
New York
$199K -$44.7K -478 -19%

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.