We are live on ! Find out more
IEF icon

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
GB
101
Gunma Bank
Japan
$27.7M +$7.48M +80,000 +38%
WMR
102
Wealth Management Resources
Rhode Island
$27.4M +$3.84K +41 +0%
KWM
103
Kaydan Wealth Management
Michigan
$26.9M +$61.4K +656 +0.2%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$26.8M +$2.53M +27,031 +11%
Barclays
105
Barclays
United Kingdom
$26.6M +$4.27M +45,609 +20%
MML Investors Services
106
MML Investors Services
Massachusetts
$26.4M -$1.33M -14,266 -5%
BS
107
Banco Santander
Spain
$26M +$5.98M +63,945 +31%
RA
108
RFG Advisory
Alabama
$25.6M -$5.52K -59 -0%
IWS
109
Insight Wealth Strategies
California
$25M +$366K +3,915 +2%
WPA
110
West Paces Advisors
Georgia
$24.8M +$95.2K +1,018 +0.4%
Brown Advisory
111
Brown Advisory
Maryland
$24.6M +$559K +5,979 +2%
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$24.3M +$1.96M +20,937 +9%
SCM
113
Sollinda Capital Management
Florida
$23.8M +$23.1M +247,231 +10,954%
WWA
114
WCG Wealth Advisors
Nevada
$23.7M -$2.73M -29,228 -11%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$22.3M -$3.38M -36,133 -13%
KWM
116
Kingsview Wealth Management
Oregon
$21.9M +$2.97M +31,778 +16%
AWA
117
AmeriServ Wealth Advisors
Pennsylvania
$21.3M -$760K -8,121 -4%
TRCT
118
Tower Research Capital (TRC)
New York
$21.2M +$20.7M +221,446 +8,858%
TNBTD
119
Trustmark National Bank Trust Department
Mississippi
$21.2M -$349K -3,730 -2%
TWC
120
TD Waterhouse Canada
Ontario, Canada
$21.2M +$679K +7,253 +3%
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$20.9M +$3.89M +41,608 +23%
AWA
122
Arete Wealth Advisors
Illinois
$20.3M +$1.34M +14,306 +7%
FWA
123
FORM Wealth Advisors
Wisconsin
$20M +$19.6M +209,610 New
AWM
124
Axxcess Wealth Management
California
$19.8M +$17.5M +187,371 +915%
CAM
125
Cresset Asset Management
Illinois
$19.7M +$14.9M +158,842 +329%

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.