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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
PCA
201
Pallas Capital Advisors
Massachusetts
$11.3M -$6.7M -71,644 -38%
PCMU
202
Paragon Capital Management (Utah)
Utah
$11.3M -$354K -3,782 -3%
AWS
203
Atria Wealth Solutions
New York
$11.2M -$20.8M -222,597 -66%
NL
204
NVWM LLC
Pennsylvania
$11.1M +$2.15M +22,988 +24%
SWM
205
Spire Wealth Management
Virginia
$11.1M +$75.4K +806 +0.7%
IWC
206
Integrated Wealth Concepts
Massachusetts
$10.9M +$1.37M +14,643 +15%
WA
207
Waverly Advisors
Alabama
$10.9M -$13.5K -144 -0.1%
SC
208
Scotia Capital
Ontario, Canada
$10.8M +$1.89M +20,189 +22%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$10.8M -$14.8M -158,240 -60%
DCA
210
DSG Capital Advisors
Minnesota
$10.8M -$1M -10,700 -9%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$10.8M +$54.6K +584 +0.5%
HI
212
Hudock Inc
Pennsylvania
$10.8M +$908K +9,708 +9%
LHC
213
Little House Capital
Massachusetts
$10.7M +$3.72M +39,722 +55%
BBVA
214
Banco Bilbao Vizcaya Argentaria
Spain
$10.5M -$13K -139 -0.1%
PA
215
Pinnacle Associates
New York
$10.5M +$91.5K +978 +0.9%
RWP
216
RWA Wealth Partners
Massachusetts
$10.4M +$10.2M +108,790 New
DWS
217
Dynamic Wealth Strategies
California
$10.3M +$95K +1,015 +0.9%
NWAG
218
Net Worth Advisory Group
Utah
$10.3M +$225K +2,400 +2%
HNW
219
High Note Wealth
Minnesota
$10.2M +$4.93M +52,717 +98%
SFSG
220
Sound Financial Strategies Group
Mississippi
$10.1M -$7.08M -75,663 -42%
SW
221
SkyOak Wealth
Michigan
$9.98M +$1.26M +13,417 +15%
SWP
222
Summit Wealth Partners
Florida
$9.88M +$346K +3,700 +4%
SC
223
Syon Capital
California
$9.88M -$2.69M -28,804 -22%
LCC
224
Lincoln Capital Corp
Rhode Island
$9.76M +$278K +2,967 +3%
JWM
225
Jessup Wealth Management
Ohio
$9.47M +$4.08M +43,618 +78%

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.