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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$5.24B +$537M +5,744,750 +12%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.68B +$125M +1,333,142 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.56B -$263M -2,813,566 -9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.18B +$16.9M +180,171 +1%
Ameriprise
5
Ameriprise
Minnesota
$1.07B -$38M -405,692 -3%
Morgan Stanley
6
Morgan Stanley
New York
$1.06B +$312M +3,332,221 +43%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$906M +$106M +1,131,295 +14%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$886M -$32.3M -345,748 -4%
Bank of America
9
Bank of America
North Carolina
$811M +$79.5M +849,946 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$775M +$26M +278,079 +4%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$681M +$140M +1,495,193 +26%
BTI
12
Blue Trust Inc
Georgia
$502M -$21.6M -231,168 -4%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$440M +$12M +128,076 +3%
LPL Financial
14
LPL Financial
California
$417M +$63M +673,678 +18%
UBS Group
15
UBS Group
Switzerland
$363M +$14.1M +150,546 +4%
Wells Fargo
16
Wells Fargo
California
$316M +$123M +1,310,531 +65%
Goldman Sachs
17
Goldman Sachs
New York
$312M +$279M +2,979,130 +1,002%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$287M +$62M +663,194 +28%
CPO
19
Cerity Partners OCIO
New York
$274M +$37.6M +402,205 +16%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$241M +$9.64M +103,039 +4%
Mariner
21
Mariner
Kansas
$226M +$47M +501,998 +27%
WCM
22
Wealthcare Capital Management
Virginia
$190M +$4.64M +49,646 +3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$189M +$10.8M +115,523 +6%
CCM
24
Coldstream Capital Management
Washington
$187M +$5.6M +59,886 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$173M +$156M +1,666,639 +1,139%

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.