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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
MA
1051
MONECO Advisors
Connecticut
-$204K -2,211 Closed
RB
1052
Renasant Bank
Mississippi
-$203K -2,198 Closed
OFG
1053
Oxford Financial Group
Indiana
-$150K -1,622 Closed
TCG
1054
Transcendent Capital Group
Oklahoma
-$122K -1,319 Closed
JWA
1055
JFS Wealth Advisors
Pennsylvania
-$109K -1,181 Closed
RCM
1056
Ravenstone Capital Management
-$92.5K -1,000 Closed
AWM
1057
Avior Wealth Management
Nebraska
-$71.4K -772 Closed
RP
1058
Rice Partnership
Hawaii
-$43.5K -471 Closed
MFG
1059
Menard Financial Group
Texas
-$38.1K -413 Closed
PPA
1060
Painted Porch Advisors
California
-$33.7K -364 Closed
VHAM
1061
Van Hulzen Asset Management
California
-$32.1K -347 Closed
BIG
1062
Brooklyn Investment Group
New York
-$12.9K -139 Closed
IBOK
1063
Independence Bank of Kentucky
Kentucky
-$11.6K -125 Closed
DP
1064
Denver PWM
Colorado
-$11K -120 Closed
OC
1065
Oarsman Capital
Wisconsin
-$10.5K -114 Closed
Daiwa Securities Group
1066
Daiwa Securities Group
Japan
-$10K -113 Closed
AWM
1067
Atticus Wealth Management
Florida
-$8.69K -94 Closed
DWA
1068
Delos Wealth Advisors
Texas
-$6.93K -75 Closed
VNA
1069
Valley National Advisers
Pennsylvania
-$6K -73 Closed
MSG
1070
Main Street Group
Virginia
-$5.08K -55 Closed
VWWMG
1071
Vermillion & White Wealth Management Group
Pennsylvania
-$3.24K -35 Closed
ETS
1072
ESL Trust Services
New York
-$1.11K -12 Closed
ICM
1073
Islay Capital Management
Texas
-$277 -3 Closed
Capstone Investment Advisors
1074
Capstone Investment Advisors
New York
-$94 -1 Closed

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.