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iShares 7-10 Year Treasury Bond ETF

1,012 hedge funds and large institutions have $30.1B invested in iShares 7-10 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 374 increasing their positions, 397 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $2.09B | Put options by funds: $451M

47% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 86

3% more funds holding

Funds holding: 9831,012 (+29)

1% more capital invested

Capital invested by funds: $29.9B → $30.1B (+$213M)

0.13% less ownership

Funds ownership: 86.08%85.95% (-0.13%)

6% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 397

15% less funds holding in top 10

Funds holding in top 10: 127108 (-19)

Holders
1,012
Holders Change
+29
Holders Change %
+2.95%
% of All Funds
13.32%
Holding in Top 10
108
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.96%
% of All Funds
1.42%
New
126
Increased
374
Reduced
397
Closed
86
Calls
$2.09B
Puts
$451M
Net Calls
+$1.64B
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$12.7M -$2.18M -23,019 -15%
TPCW
177
TD Private Client Wealth
New York
$12.5M -$104K -1,099 -0.8%
SPIA
178
Steward Partners Investment Advisory
New York
$12.4M +$811K +8,576 +7%
HCA
179
Heck Capital Advisors
Wisconsin
$12.4M +$335K +3,543 +3%
MCC
180
Money Concepts Capital
Florida
$12.1M -$493K -5,218 -4%
HSBC Holdings
181
HSBC Holdings
United Kingdom
$12M +$1.77M +18,691 +17%
Citadel Advisors
182
Citadel Advisors
Florida
$11.9M -$27.7M -293,244 -70%
CWM
183
Cadence Wealth Management
Massachusetts
$11.8M +$344K +3,633 +3%
IFA
184
Independence Financial Advisors
New Hampshire
$11.6M -$3.08M -32,546 -21%
FDP
185
Financiere des Professionnels
Quebec, Canada
$11.5M -$50M -529,100 -82%
PCMU
186
Paragon Capital Management (Utah)
Utah
$11.3M +$25.1K +265 +0.2%
WA
187
Waverly Advisors
Alabama
$11.3M +$416K +4,395 +4%
LHC
188
Little House Capital
Massachusetts
$11.3M +$588K +6,218 +6%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$11.3M +$436K +4,614 +4%
DCA
190
DSG Capital Advisors
Minnesota
$11.1M +$287K +3,037 +3%
SCM
191
Sollinda Capital Management
Florida
$11.1M -$12.6M -133,546 -54%
PA
192
Pinnacle Associates
New York
$11M +$414K +4,374 +4%
WRPWM
193
Werba Rubin Papier Wealth Management
California
$11M +$1.73M +18,248 +19%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$10.7M -$6.88M -72,802 -39%
HI
195
Hudock Inc
Pennsylvania
$10.7M -$104K -1,105 -1%
SA
196
Sicart Associates
New York
$10.6M -$727K -7,688 -6%
NWAG
197
Net Worth Advisory Group
Utah
$10.6M +$229K +2,418 +2%
SF
198
Summit Financial
New Jersey
$10.5M -$4.68M -49,445 -31%
SW
199
SkyOak Wealth
Michigan
$10.5M +$464K +4,902 +5%
HNW
200
High Note Wealth
Minnesota
$10.2M -$39.8K -421 -0.4%

IEF Hedge Fund Activity: Q2 2025 in Review

1,012 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q2 2025, worth a combined $30.1B — up 0.71% from $29.9B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new IEF positions and 86 closed out — a net gain of 40 holders — while 374 added to existing stakes and 397 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $254M. The largest seller was Raymond James Financial, cutting an estimated $212M.

  • 1,012 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q2 2025, up from 983 in Q1 2025.
  • Funds reported $30.1B of iShares 7-10 Year Treasury Bond ETF stock for Q2 2025, up 0.71% quarter-over-quarter.
  • 126 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q2 2025 and 86 closed out, a net change of +40 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q2 2025 was Fisher Asset Management, an estimated $254M added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2025.