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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
SWM
201
Spire Wealth Management
Virginia
$9.99M -$51.7K -541 -0.5%
SCI
202
Stableford Capital II
Arizona
$9.88M +$456K +4,765 +5%
AWA
203
Arete Wealth Advisors
Illinois
$9.74M -$5.59M -58,456 -37%
SC
204
Scotia Capital
Ontario, Canada
$9.7M -$185K -1,934 -2%
AP
205
Advisors Preferred
Maryland
$9.57M -$40M -417,835 -81%
SWP
206
Summit Wealth Partners
Florida
$9.41M +$299K +3,126 +3%
GAG
207
Goodman Advisory Group
Massachusetts
$9.33M +$3.91M +40,860 +73%
BCM
208
Brookstone Capital Management
Illinois
$9.26M +$97K +1,015 +1%
AI
209
Atria Investments
North Carolina
$9.25M +$392K +4,097 +4%
GWM
210
Graybill Wealth Management
Illinois
$9.21M +$195K +2,041 +2%
JCM
211
Janney Capital Management
Pennsylvania
$9.16M -$196K -2,051 -2%
ACM
212
Avalon Capital Management
California
$9.01M +$8.93M +93,437 New
CPIG
213
Chicago Partners Investment Group
Illinois
$9M +$294K +3,072 +3%
CFG
214
Citizens Financial Group
Rhode Island
$8.91M -$376K -3,937 -4%
IA
215
IFG Advisory
Georgia
$8.85M +$427K +4,465 +5%
UCFA
216
United Capital Financial Advisors
Texas
$8.82M -$181K -1,895 -2%
CFFNO
217
Common Fund For Nonprofit Organizations
Connecticut
$8.71M +$83.2K +870 +1%
MGIA
218
Moneta Group Investment Advisors
Missouri
$8.67M +$8.6M +89,901 New
GCA
219
Greenwood Capital Associates
South Carolina
$8.64M +$96K +1,004 +1%
AAM
220
Ameraudi Asset Management
New York
$8.64M +$748K +7,823 +10%
Comerica Bank
221
Comerica Bank
Texas
$8.59M +$982K +10,273 +13%
BDFN
222
Bond & Devick Financial Network
Minnesota
$8.59M +$1.08M +11,326 +15%
PPWP
223
Premier Path Wealth Partners
New Jersey
$8.58M +$35.7K +373 +0.4%
CCMG
224
Clark Capital Management Group
Pennsylvania
$8.51M +$8.15M +85,271 +2,872%
DCM
225
Dimension Capital Management
Florida
$8.48M -$327K -3,416 -4%

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.