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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
RWM
176
Ritholtz Wealth Management
New York
$13.8M +$1.61M +17,233 +14%
WIA
177
World Investment Advisors
California
$13.8M +$10.4M +110,774 +329%
HOWA
178
Heritage Oak Wealth Advisors
Florida
$13.8M +$13.5M +144,370 New
LWL
179
Leo Wealth LLC
Texas
$13.7M -$11.7M -125,490 -47%
Tudor Investment Corp
180
Tudor Investment Corp
Connecticut
$13.7M +$2.89M +30,857 +27%
MWM
181
MY Wealth Management
Maryland
$13.6M -$124K -1,323 -0.9%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$13.4M +$6.19M +66,145 +88%
WHCFA
183
William Howard & Co Financial Advisors
Tennessee
$13.2M -$28K -299 -0.2%
MC
184
Middleton & Co
Massachusetts
$13.1M -$6.36K -68 -0%
SIM
185
SSI Investment Management
California
$13M +$8.52M +91,101 +203%
AWM
186
Accurate Wealth Management
Florida
$12.8M +$12.5M +133,487 +3,526%
RSWM
187
Robertson Stephens Wealth Management
California
$12.6M +$90.5K +967 +0.7%
TPCW
188
TD Private Client Wealth
New York
$12.6M -$11.4K -122 -0.1%
MCC
189
Money Concepts Capital
Florida
$12.5M +$3.48M +37,248 +40%
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$12.5M +$4.97M +53,125 +68%
AA
191
Armis Advisers
Georgia
$12.4M +$12.1M +129,446 New
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$12.4M +$12.2M +130,000 New
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.4M -$2.3M -24,539 -16%
IIA
194
IPG Investment Advisors
California
$12.2M +$880K +9,404 +8%
HCA
195
Heck Capital Advisors
Wisconsin
$12M +$2.19M +23,422 +23%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$11.9M +$2.74M +29,297 +16%
SPIA
197
Steward Partners Investment Advisory
New York
$11.6M -$1.4M -14,992 -11%
KP
198
Keel Point
Alabama
$11.4M +$2.65M +28,313 +31%
CWM
199
Cadence Wealth Management
Massachusetts
$11.4M +$4.78M +51,077 +75%
SA
200
Sicart Associates
New York
$11.3M +$2.66M +28,405 +31%

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.