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iShares 7-10 Year Treasury Bond ETF

1,000 hedge funds and large institutions have $33.8B invested in iShares 7-10 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 462 increasing their positions, 312 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 312

12% more capital invested

Capital invested by funds: $30.1B → $33.8B (+$3.67B)

1.75% more ownership

Funds ownership: 85.95%87.7% (+1.7%)

5% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 99

5% more call options, than puts

Call options by funds: $1.61B | Put options by funds: $1.53B

1% less funds holding in top 10

Funds holding in top 10: 108107 (-1)

1% less funds holding

Funds holding: 1,0121,000 (-12)

Holders
1,000
Holders Change
-12
Holders Change %
-1.19%
% of All Funds
13.13%
Holding in Top 10
107
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.93%
% of All Funds
1.4%
New
104
Increased
462
Reduced
312
Closed
99
Calls
$1.61B
Puts
$1.53B
Net Calls
+$76.6M
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.7M -$1.45M -15,186 -20%
SGI
277
Summit Global Investments
Utah
$5.67M +$113K +1,185 +2%
ECM
278
Evergreen Capital Management
Washington
$5.62M +$211K +2,206 +4%
DC
279
Davenport & Co
Virginia
$5.58M +$595K +6,218 +12%
IIA
280
IPG Investment Advisors
California
$5.57M -$69.3K -725 -1%
1WM
281
1858 Wealth Management
Ohio
$5.5M +$5.45M +57,004 New
WAM
282
Worth Asset Management
Texas
$5.46M +$5.41M +56,582 New
TIAM2
283
Tru Independence Asset Management 2
Oregon
$5.43M -$46.5K -486 -0.9%
AWAU
284
Alliance Wealth Advisors (Utah)
Utah
$5.32M +$112K +1,168 +2%
LA
285
Lifeworks Advisors
Michigan
$5.31M +$548K +5,727 +12%
OC
286
Oppenheimer & Co
New York
$5.27M +$2.02M +21,078 +63%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$5.27M +$2.58M +26,960 +97%
GSWA
288
Good Steward Wealth Advisors
Tennessee
$5.18M +$4.14M +43,347 +420%
1832 Asset Management
289
1832 Asset Management
Ontario, Canada
$5.16M +$63.9K +668 +1%
IAN
290
Integrated Advisors Network
Texas
$5.12M +$147K +1,538 +3%
VFA
291
Values First Advisors
Tennessee
$5.12M +$110K +1,155 +2%
BWCS
292
Beirne Wealth Consulting Services
Connecticut
$5.1M +$300K +3,139 +6%
ACA
293
Aspire Capital Advisors
Washington
$5.05M -$45.7K -478 -0.9%
BA
294
Ballew Advisors
Mississippi
$4.99M +$305K +3,187 +7%
ANBOT
295
American National Bank of Texas
Texas
$4.91M +$4.86M +50,881 New
AWM
296
AE Wealth Management
Kansas
$4.83M +$2.34M +24,513 +96%
PAP
297
Persistent Asset Partners
Hong Kong
$4.82M +$4.78M +50,000 New
MC
298
Mirabaud & Cie
Switzerland
$4.74M -$14.2M -148,281 -75%
DWP
299
Daymark Wealth Partners
Ohio
$4.73M +$321K +3,355 +7%
PWM
300
Perigon Wealth Management
California
$4.68M -$395K -4,127 -8%

IEF Hedge Fund Activity: Q3 2025 in Review

1,000 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 7-10 Year Treasury Bond ETF (IEF) for Q3 2025, worth a combined $33.8B — up 12% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IEF positions and 99 closed out — a net gain of 5 holders — while 462 added to existing stakes and 312 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $2.87B. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $466M.

  • 1,000 institutional investors held iShares 7-10 Year Treasury Bond ETF (IEF) as of Q3 2025, down from 1,012 in Q2 2025.
  • Funds reported $33.8B of iShares 7-10 Year Treasury Bond ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 104 funds opened new iShares 7-10 Year Treasury Bond ETF positions in Q3 2025 and 99 closed out, a net change of +5 holders.
  • The largest iShares 7-10 Year Treasury Bond ETF buyer in Q3 2025 was Fisher Asset Management, an estimated $2.87B added.
  • The largest iShares 7-10 Year Treasury Bond ETF seller in Q3 2025 was CAPTRUST Financial Advisors, an estimated $466M sold.

Based on aggregated 13F filings for Q3 2025.