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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
LS
126
Liquid Strategies
Georgia
$19.7M +$12M +128,239 +165%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$19.6M -$16.7M -178,998 -46%
GT
128
Greenleaf Trust
Michigan
$19.6M +$1.17M +12,544 +6%
CCM
129
Cinctive Capital Management
New York
$19.6M +$19.2M +205,008 New
OMC
130
Old Mission Capital
Illinois
$19.1M +$18.7M +199,994 New
MC
131
Mirabaud & Cie
Switzerland
$19M -$3.43M -36,643 -16%
SG Americas Securities
132
SG Americas Securities
New York
$18.7M +$6.24M +66,666 +51%
UFF
133
USA Financial Formulas
Michigan
$18.6M +$18.3M +195,352 New
FTA
134
Financial & Tax Architects
Missouri
$18.4M -$376K -4,016 -2%
CA
135
Cambridge Associates
Massachusetts
$18.4M
First Trust Advisors
136
First Trust Advisors
Illinois
$18.2M +$2.61M +27,911 +17%
PGA
137
Portland Global Advisors
Maine
$18.2M +$620K +6,623 +4%
RCM
138
Ridgepath Capital Management
Tennessee
$18.1M +$17.7M +189,638 New
ATI
139
Act Two Investors
California
$18M -$4.96M -52,982 -22%
SAM
140
Summit Asset Management
Tennessee
$18M +$583K +6,236 +3%
FEG
141
Financial Enhancement Group
Indiana
$17.9M +$17.8M +190,329 New
TC
142
TownSquare Capital
Utah
$17.9M +$295K +3,150 +2%
US Bancorp
143
US Bancorp
Minnesota
$17.9M +$1.82M +19,494 +12%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$17.7M -$39.9M -426,315 -70%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$17.6M -$1.01M -10,839 -6%
RFS
146
Retirement Financial Solutions
Tennessee
$17.4M +$2.8M +29,980 +20%
ACP
147
Aveo Capital Partners
Colorado
$17.4M +$7.5M +80,138 +78%
NA
148
NewEdge Advisors
Louisiana
$17.3M +$437K +4,674 +3%
BCM
149
Brookstone Capital Management
Illinois
$16.7M +$11.2M +119,652 +214%
APWA
150
Atlas Private Wealth Advisors
New Jersey
$16.7M -$20.8M -222,618 -56%

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.