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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
CSC
801
Caldwell Sutter Capital
California
$251K +$38.5K +403 +18%
PT
802
Plimoth Trust
Massachusetts
$250K +$2.39K +25 +1%
ACI
803
Alpha Cubed Investments
California
$249K -$9.27K -97 -4%
WF
804
Welch & Forbes
Massachusetts
$247K
AF
805
Allworth Financial
California
$245K +$102K +1,062 +72%
BWP
806
Balboa Wealth Partners
Arizona
$243K -$91.1K -953 -27%
SVWG
807
Shared Vision Wealth Group
United States
$243K +$238K +2,485 New
GHAM
808
Gilman Hill Asset Management
Connecticut
$241K
SC
809
Syon Capital
California
$237K -$6.6K -69 -3%
DI
810
Diligent Investors
California
$236K -$23K -241 -9%
PCM
811
Prelude Capital Management
New York
$235K +$233K +2,440 New
GWA
812
Genesis Wealth Advisors
Massachusetts
$233K
IAG
813
Ipsen Advisor Group
Arkansas
$229K -$12.3K -129 -5%
SFGP
814
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$227K
RWP
815
RWA Wealth Partners
Massachusetts
$226K -$668K -6,982 -75%
AA
816
Advisory Alpha
Michigan
$224K +$221K +2,314 New
JCM
817
Jacobi Capital Management
Pennsylvania
$222K -$16.8K -176 -7%
CNTOF
818
Canandaigua National Trust of Florida
New York
$220K -$416K -4,348 -66%
BRWA
819
B. Riley Wealth Advisors
Florida
$220K -$8.99K -94 -4%
WIM
820
WealthPlan Investment Management
Nebraska
$218K
SIMG
821
Sonora Investment Management Group
Arizona
$218K +$216K +2,256 New
PAM
822
Palisade Asset Management
Minnesota
$217K -$1.15K -12 -0.5%
CNB
823
Camden National Bank
Maine
$217K -$8.32K -87 -4%
BB
824
Busey Bank
Illinois
$217K +$4.78K +50 +2%
GT
825
Glenview Trust
Kentucky
$215K -$90.2K -943 -30%

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.