We are live on ! Find out more
IEF icon

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
CWM
851
Copia Wealth Management
Oregon
$146K
CFFP
852
Center for Financial Planning
Michigan
$144K
DJSG
853
D.J. St. Germain
Massachusetts
$143K
DSC
854
Duncker Streett & Co
Missouri
$139K
AUB
855
Atlantic Union Bankshares
Virginia
$139K +$137K +1,437 New
HR
856
Howe & Rusling
New York
$139K +$3.35K +35 +2%
BA
857
Ballast Advisors
Minnesota
$137K
SS
858
Sunbelt Securities
Texas
$137K +$107K +1,117 +371%
PPC
859
Park Place Capital
Alabama
$134K -$63.6K -665 -32%
GSWM
860
Golden State Wealth Management
California
$132K +$1.24K +13 +1%
EWA
861
EverSource Wealth Advisors
Alabama
$127K -$191 -2 -0.2%
EDRH
862
Edmond de Rothschild Holding
Switzerland
$124K
PA
863
Pineridge Advisors
Missouri
$118K -$34K -356 -23%
HWP
864
Highline Wealth Partners
California
$114K +$58.5K +612 +107%
VCM
865
Versant Capital Management
Arizona
$105K +$82.8K +866 +388%
CIA
866
Cape Investment Advisory
Georgia
$101K -$42.3K -442 -30%
FF
867
Finley Financial
Nevada
$101K
WB
868
Webster Bank
Connecticut
$97.7K
PP
869
Pingora Partners
Wyoming
$96.5K
GTAM
870
Global Trust Asset Management
Florida
$96.1K -$28.7K -300 -23%
PWMG
871
Prestige Wealth Management Group
New Jersey
$95.8K
MA
872
MCF Advisors
Kentucky
$95.5K
CT
873
Colonial Trust
South Carolina
$90.4K -$861 -9 -1%
HCA
874
Harbor Capital Advisors
Illinois
$90K +$21.8K +228 +33%
WANY
875
Wealthspire Advisors (New York)
New York
$87.8K +$87K +910 New

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.