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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
SP
301
Stablepoint Partners
Massachusetts
$4.59M +$919K +9,613 +25%
CB
302
Commerce Bank
Missouri
$4.59M +$75.5K +790 +2%
RF
303
Rossby Financial
Florida
$4.53M +$384K +4,016 +9%
MWM
304
MY Wealth Management
Maryland
$4.48M -$5.83K -61 -0.1%
DS
305
DRW Securities
Illinois
$4.46M +$4.42M +46,213 New
CAWM
306
Capital Advisors Wealth Management
Washington
$4.41M -$2.27M -23,780 -34%
DP
307
DDD Partners
Washington
$4.4M +$243K +2,546 +6%
SA
308
Sovran Advisors
California
$4.4M +$682K +7,138 +19%
Lazard Asset Management
309
Lazard Asset Management
New York
$4.39M +$4.35M +45,469 New
CGF
310
Constant Guidance Financial
Massachusetts
$4.37M +$4.34M +45,340 New
CWM
311
Circle Wealth Management
New Jersey
$4.33M +$355K +3,712 +9%
GWM
312
Geneos Wealth Management
Colorado
$4.27M -$302K -3,160 -7%
FL
313
FreeGulliver LLC
Louisiana
$4.26M +$55.1K +576 +1%
EP
314
Edgestream Partners
New Jersey
$4.25M +$2.75M +28,773 +188%
MWM
315
Modera Wealth Management
New Jersey
$4.24M +$191 +2 +0%
PWG
316
Portside Wealth Group
Utah
$4.21M +$252K +2,637 +6%
NL
317
NVWM LLC
Pennsylvania
$4.18M +$56.7K +593 +1%
SNWA
318
Siligmueller & Norvid Wealth Advisors
Illinois
$4.17M +$4.13M +43,223 New
HT
319
Headlands Technologies
Illinois
$4.17M +$4.05M +42,369 +4,787%
MWM
320
Meridian Wealth Management
Kentucky
$4.15M +$243K +2,539 +6%
SAS
321
Sage Advisory Services
Texas
$4.14M +$54.9K +574 +1%
CI
322
CPR Investments
Michigan
$4.13M +$781K +8,169 +24%
SWP
323
Sagespring Wealth Partners
Tennessee
$4.11M +$3.25M +33,947 +390%
GVCM
324
Global View Capital Management
Wisconsin
$4.05M +$1.11M +11,636 +38%
RAM
325
Riggs Asset Management
Pennsylvania
$4.03M -$432K -4,519 -10%

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.