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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
DCM
551
Discovery Capital Management
Connecticut
$1M +$9.27K +97 +0.9%
RA
552
Rockingstone Advisors
Massachusetts
$1M -$5.74K -60 -0.6%
EGA
553
Eagle Global Advisors
Texas
$999K +$283K +2,962 +40%
RIG
554
RiverFront Investment Group
Virginia
$993K -$19.1K -200 -2%
KWMG
555
King Wealth Management Group
Florida
$992K -$15.8K -165 -2%
FFA
556
Fortune Financial Advisors
Kansas
$981K +$478 +5 +0%
CCAM
557
Cascades Capital Asset Management
North Carolina
$977K +$969K +10,133 New
FA
558
FDx Advisors
Illinois
$975K +$738K +7,717 +329%
RC
559
Roundview Capital
New Jersey
$974K -$7.65K -80 -0.8%
BMCM
560
Black Maple Capital Management
Wisconsin
$965K -$4.86M -50,850 -84%
LPT
561
Legacy Private Trust
Wisconsin
$947K -$16.4K -172 -2%
SOS
562
Silver Oak Securities
Tennessee
$947K -$129K -1,345 -12%
JC
563
JB Capital
Connecticut
$941K +$192K +2,004 +26%
N
564
Natixis
France
$939K +$886K +9,262 +1,954%
PAYA
565
Phil A. Younker & Associates
Alaska
$936K
TF
566
Tandem Financial
Colorado
$933K +$925K +9,671 New
SWP
567
Stratos Wealth Partners
Ohio
$928K -$462K -4,832 -33%
HIP
568
HUB Investment Partners
Texas
$911K +$9.94K +104 +1%
CA
569
Clearstead Advisors
Ohio
$910K -$144K -1,502 -14%
EH
570
Equitable Holdings
New York
$903K -$116K -1,209 -11%
TAM
571
TCP Asset Management
Ohio
$892K +$1.15K +12 +0.1%
IFO
572
Independent Family Office
New York
$886K -$294K -3,076 -25%
EWA
573
Exencial Wealth Advisors
Oklahoma
$877K +$73K +763 +9%
WIP
574
WealthCare Investment Partners
Rhode Island
$864K -$111K -1,163 -12%
WFA
575
Wellspring Financial Advisors
Ohio
$851K -$475K -4,967 -36%

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.