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iShares 7-10 Year Treasury Bond ETF
IEF

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: 108 → 107 (-1)

1% less funds holding

Funds holding: 1,012 → 1,000 (-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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$2.87B
2
Ameriprise
Ameriprise
Minnesota
+$315M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$264M
4
Morgan Stanley
Morgan Stanley
New York
+$170M
5
Bank of America
Bank of America
North Carolina
+$163M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$466M
2
SAMU
SONA Asset Management (US)
New York
-$69.4M
3
CF
Clarity Financial
Texas
-$68M
4
JP Morgan Chase
JP Morgan Chase
New York
-$56.9M
5
SFC
Summit Financial Consulting
Michigan
-$53.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$66.2M +$4.78M +50,028 +8%
GG
52
Greenwood Gearhart
Arkansas
$61.6M +$20.9M +219,046 +52%
Citigroup
53
Citigroup
New York
$61.2M -$12.5M -130,251 -17%
B
54
Barings
North Carolina
$60.9M -$1.06M -11,101 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$60.7M +$5.66M +59,162 +10%
G
56
GenTrust
Florida
$59.1M +$1.67M +17,490 +3%
M
57
MATAURO
New York
$59M +$1.78M +18,587 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$58M +$19.1M +200,073 +50%
AGA
59
Arkos Global Advisors
Texas
$54.9M +$2.09M +21,893 +4%
TWM
60
Tanglewood Wealth Management
Texas
$54.7M +$174K +1,824 +0.3%
MCM
61
MAI Capital Management
Ohio
$54.2M +$8.15M +85,242 +18%
GC
62
Garde Capital
Washington
$52.4M +$2.7M +28,282 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$51.4M +$955K +9,983 +2%
BWL
64
Bogart Wealth LLC
Virginia
$47.2M +$1.54M +16,086 +3%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$47.1M +$5.12M +53,529 +12%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$45.9M +$169K +1,765 +0.4%
TCM
67
Twele Capital Management
Minnesota
$45.7M +$3.58M +37,484 +9%
SFM
68
Soros Fund Management
New York
$45.6M -$2.62M -27,401 -5%
PFM
69
Patton Fund Management
Texas
$45.3M +$2.46M +25,717 +6%
CCA
70
Cobblestone Capital Advisors
New York
$44.8M +$67.9K +710 +0.2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$43.7M +$3.79M +39,610 +10%
KIM
72
Karpus Investment Management
New York
$42.8M +$12.4M +129,669 +41%
PCIG
73
Partners Capital Investment Group
Massachusetts
$41M +$2.71M +28,381 +7%
AG
74
AIA Group
Hong Kong
$40.6M +$1.94M +20,275 +5%
GG
75
GenWealth Group
New Jersey
$39.8M +$2.32M +24,276 +6%
1 2
3
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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.