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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
BWM
151
Bulltick Wealth Management
Florida
$16.6M -$951K -10,169 -6%
MAM
152
Madison Asset Management
Wisconsin
$16.6M -$3.84M -40,992 -19%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$16.6M -$445K -4,760 -3%
BFA
154
Benningfield Financial Advisors
California
$16.5M +$1.13M +12,129 +8%
MCM
155
Moore Capital Management
New York
$16.1M +$15.8M +168,800 New
JF
156
Joule Financial
Kentucky
$16.1M +$405K +4,332 +3%
Mitsubishi UFJ Trust & Banking
157
Mitsubishi UFJ Trust & Banking
Japan
$15.9M -$304K -3,250 -2%
PRS
158
Pinkerton Retirement Specialists
Idaho
$15.8M +$15.5M +165,901 New
PP
159
Prudential plc
United Kingdom
$15.6M +$9.75M +104,181 +175%
ACA
160
Anchor Capital Advisors
Massachusetts
$15.6M +$9.22M +98,544 +152%
SF
161
Summit Financial
New Jersey
$15.2M +$6.81M +72,799 +84%
BAM
162
BTS Asset Management
Massachusetts
$15.2M +$14.9M +159,620 New
FFA
163
First Foundation Advisors
California
$15.1M -$4.6M -49,145 -24%
DRS
164
Deane Retirement Strategies
Louisiana
$15.1M +$5.27M +56,277 +55%
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15M +$13.5M +144,568 +1,164%
PFS
166
Prospera Financial Services
Texas
$14.8M +$2.56M +27,354 +21%
AAS
167
Avantax Advisory Services
Texas
$14.8M -$4.06M -43,359 -22%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$14.8M +$1.96M +20,904 +16%
HTC
169
Haverford Trust Company
Pennsylvania
$14.6M +$417K +4,454 +3%
IFA
170
Independence Financial Advisors
New Hampshire
$14.6M +$14.3M +153,215 New
SPIA
171
Strategic Point Investment Advisors
Rhode Island
$14.2M +$11.2K +120 +0.1%
DADC
172
D.A. Davidson & Co
Montana
$14.1M +$3.54M +37,864 +35%
Corient Private Wealth
173
Corient Private Wealth
Florida
$14M +$7.13M +76,232 +107%
PA
174
PFG Advisors
Arizona
$13.9M +$91.5K +978 +0.7%
TFA
175
TPG Financial Advisors
Oregon
$13.9M -$1.12M -11,933 -8%

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.