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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
LCM
901
Logan Capital Management
Pennsylvania
$47.1K +$1.34K +14 +3%
RIL
902
Rothschild Investment LLC
Illinois
$45.4K +$2.77K +29 +7%
APW
903
Aventura Private Wealth
Florida
$45.1K
NRG
904
Nemes Rush Group
Michigan
$44.8K -$861 -9 -2%
NCM
905
Northwest Capital Management
Oregon
$44.7K -$43.2K -452 -49%
BC
906
Barrett & Company
Rhode Island
$44.4K
CT
907
Clearstead Trust
Maine
$41.4K
FMII
908
Farmers & Merchants Investments Inc
Nebraska
$40.1K +$1.53K +16 +4%
MWA
909
Medallion Wealth Advisors
Connecticut
$37.7K
FFA
910
Founders Financial Alliance
North Carolina
$37.4K +$37.1K +388 New
NG
911
NWK Group
California
$36.9K -$28.1K -294 -43%
CIBC Private Wealth Group
912
CIBC Private Wealth Group
Georgia
$36K +$5.35K +56 +18%
CTWM
913
Cherry Tree Wealth Management
Minnesota
$35.8K
TAM
914
Tucker Asset Management
Colorado
$34.5K -$385K -4,030 -92%
BTD
915
BankPlus Trust Department
Mississippi
$32.3K
ITIM
916
Indiana Trust & Investment Management
Indiana
$30.7K
CPG
917
Cornerstone Planning Group
New Jersey
$30.1K +$21.2K +222 +249%
BL
918
Balentine LLC
Georgia
$29.4K +$29.2K +305 New
MA
919
Montag & Associates
Georgia
$29K
WOSD
920
WFA of San Diego
California
$28.9K -$11.1K -116 -28%
MWPCG
921
Measured Wealth Private Client Group
New Hampshire
$28.8K +$28.6K +299 New
ADL
922
Asset Dedication LLC
California
$28.6K +$28.4K +297 New
GFWA
923
Grey Fox Wealth Advisors
Delaware
$26.7K +$26.5K +277 New
CIAS
924
CBIZ Investment Advisory Services
Ohio
$24.9K +$191 +2 +0.8%
RA
925
Rational Advisors
New York
$24.9K -$457K -4,782 -95%

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.