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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
NRI
451
NFP Retirement Inc
California
$1.72M +$291K +3,042 +21%
SL
452
Savior LLC
Massachusetts
$1.7M +$379K +3,963 +29%
IAA
453
Independent Advisor Alliance
North Carolina
$1.69M +$694K +7,261 +70%
IWA
454
IBEX Wealth Advisors
New Jersey
$1.69M -$90.6K -948 -5%
OHWP
455
Oak Harbor Wealth Partners
North Carolina
$1.69M +$183K +1,909 +12%
PMAM
456
Picton Mahoney Asset Management
Ontario, Canada
$1.68M
CWM
457
Certus Wealth Management
California
$1.67M -$335K -3,508 -17%
SWP
458
ShoreHaven Wealth Partners
New Jersey
$1.66M +$33.5K +350 +2%
UAS
459
United Asset Strategies
New York
$1.65M +$98.9K +1,034 +6%
AFG
460
ABLE Financial Group
Arizona
$1.65M +$146K +1,531 +10%
SWM
461
SFG Wealth Management
Maryland
$1.64M -$3.19M -33,314 -66%
EFG
462
Erickson Financial Group
Pennsylvania
$1.63M +$73.4K +768 +5%
SB
463
Strategic Blueprint
Georgia
$1.61M -$550K -5,751 -26%
CF
464
Clarity Financial
Texas
$1.61M -$68M -710,959 -98%
SFG
465
SevenBridge Financial Group
Pennsylvania
$1.61M -$434K -4,534 -21%
BIA
466
Biondo Investment Advisors
Pennsylvania
$1.61M +$74K +774 +5%
FWM
467
FLP Wealth Management
Arkansas
$1.61M -$61.3K -641 -4%
SAM
468
Smartleaf Asset Management
Massachusetts
$1.59M +$1.54M +16,064 +3,651%
FIBOI
469
First International Bank of Israel
$1.59M +$146K +1,531 +10%
WAG
470
Wallace Advisory Group
California
$1.59M -$147K -1,539 -8%
AT
471
American Trust
Kentucky
$1.58M +$1.57M +16,370 New
ACM
472
Andina Capital Management
Utah
$1.58M +$5.83K +61 +0.4%
EW
473
Evoke Wealth
California
$1.57M -$392K -4,102 -20%
SWA
474
Stratos Wealth Advisors
Ohio
$1.56M -$697K -7,287 -31%
MMA
475
Miracle Mile Advisors
California
$1.55M +$1.53M +16,032 New

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.