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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
JF
101
Joule Financial
Kentucky
$26.9M +$10.5M +109,637 +65%
US Bancorp
102
US Bancorp
Minnesota
$26.7M +$5.13M +53,691 +24%
SG Americas Securities
103
SG Americas Securities
New York
$26.6M -$5.37M -56,130 -17%
PCIA
104
Prime Capital Investment Advisors
Kansas
$26.2M -$16.4M -171,416 -39%
KWM
105
Kaydan Wealth Management
Michigan
$26.1M +$12.2M +127,726 +89%
NA
106
NewEdge Advisors
Louisiana
$25M +$3.4M +35,583 +16%
Brown Advisory
107
Brown Advisory
Maryland
$25M -$141K -1,474 -0.6%
Optiver Holding
108
Optiver Holding
Netherlands
$24.8M +$24.6M +257,499 New
SIA
109
SeaBridge Investment Advisors
New Jersey
$23.8M +$21.6M +226,320 +1,093%
ATI
110
Act Two Investors
California
$23.1M -$270K -2,824 -1%
AWA
111
AmeriServ Wealth Advisors
Pennsylvania
$23.1M +$294K +3,077 +1%
First Trust Advisors
112
First Trust Advisors
Illinois
$23M +$4.79M +50,118 +27%
UCMOK
113
United Capital Management of KS
Kansas
$22.9M +$1.3M +13,579 +6%
ACA
114
Anchor Capital Advisors
Massachusetts
$22.7M +$323K +3,383 +1%
TFA
115
TPG Financial Advisors
Oregon
$21.5M +$7.94M +83,007 +59%
SI
116
SimpliFi Inc
California
$21.3M +$19.1M +199,548 +949%
GT
117
Greenleaf Trust
Michigan
$21.2M +$808K +8,451 +4%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$20.4M +$9.45M +98,804 +88%
FTA
119
Financial & Tax Architects
Missouri
$20.2M +$515K +5,387 +3%
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
$20.1M -$1.33M -13,876 -6%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$19.8M -$1.41M -14,763 -7%
KP
122
Keel Point
Alabama
$19.6M +$223K +2,328 +1%
OIA
123
OneDigital Investment Advisors
Kansas
$19.5M +$1.66M +17,347 +9%
SAM
124
Summit Asset Management
Tennessee
$19.5M +$997K +10,426 +5%
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$18.5M +$3.79M +39,681 +26%

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.