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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
13.12%
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
BWS
426
Buck Wealth Strategies
Colorado
$2.14M +$78.7K +823 +4%
TCA
427
Transcend Capital Advisors
New Jersey
$2.13M +$253K +2,648 +14%
AG
428
Ascent Group
Virginia
$2.13M +$146K +1,526 +7%
FWP
429
Forefront Wealth Partners
Texas
$2.12M +$2.11M +22,027 New
National Bank of Canada
430
National Bank of Canada
Quebec, Canada
$2.12M -$14.4M -151,021 -87%
RCG
431
Regatta Capital Group
California
$2.09M +$47.4K +496 +2%
OWP
432
ORG Wealth Partners
Texas
$2.08M +$22.3K +233 +1%
JSSH
433
J. Safra Sarasin Holding
$2.08M +$330K +3,453 +19%
RVM
434
Robinson Value Management
Texas
$2.08M -$83.7K -875 -4%
MWA
435
MFA Wealth Advisors
Pennsylvania
$2.08M +$180K +1,878 +10%
FEG
436
Fund Evaluation Group
Ohio
$2.06M
ACA
437
Aptus Capital Advisors
Alabama
$2M -$396K -4,138 -17%
FAM
438
Formidable Asset Management
Ohio
$1.98M -$4.3K -45 -0.2%
VAS
439
Vestmark Advisory Solutions
Massachusetts
$1.97M +$1.66M +17,329 +557%
PWM
440
Purus Wealth Management
California
$1.92M +$91.2K +954 +5%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$1.88M -$422K -4,416 -18%
FCBT
442
First Citizens Bank & Trust
North Carolina
$1.87M -$623K -6,521 -25%
VA
443
Vident Advisory
Georgia
$1.84M +$119K +1,247 +7%
MTC
444
Matrix Trust Company
Colorado
$1.84M -$158K -1,653 -8%
WWC
445
Waypoint Wealth Counsel
Georgia
$1.83M +$7.84K +82 +0.4%
LIG
446
Lokken Investment Group
Delaware
$1.81M -$52.3K -547 -3%
BCI
447
Brinker Capital Investments
Pennsylvania
$1.8M +$445K +4,650 +33%
MPPLM
448
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.8M +$31.7K +332 +2%
BWM
449
Biltmore Wealth Management
Arizona
$1.8M -$42.1K -440 -2%
LWMI
450
Legacy Wealth Management (Idaho)
Idaho
$1.75M +$357K +3,732 +26%

IEF Hedge Fund Activity: Q3 2025 in Review

1,000 of the 7,620 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.