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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$8.46B +$2.87B +30,011,547 +52%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.87B +$106M +1,112,448 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.57B -$56.9M -595,394 -2%
Ameriprise
4
Ameriprise
Minnesota
$1.44B +$315M +3,291,267 +28%
Morgan Stanley
5
Morgan Stanley
New York
$1.38B +$170M +1,781,036 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.24B +$35.9M +375,479 +3%
Bank of America
7
Bank of America
North Carolina
$1.03B +$163M +1,700,657 +19%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$974M +$264M +2,759,728 +38%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$812M -$18M -187,988 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$596M +$27.8M +290,351 +5%
BTI
11
Blue Trust Inc
Georgia
$574M +$34.4M +359,889 +6%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$493M -$466M -4,877,145 -49%
LPL Financial
13
LPL Financial
California
$449M +$15M +156,434 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$420M +$10.3M +108,087 +3%
UBS Group
15
UBS Group
Switzerland
$414M +$7.88M +82,389 +2%
Wells Fargo
16
Wells Fargo
California
$310M +$10.6M +110,518 +4%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$307M +$8.35M +87,317 +3%
CPO
18
Cerity Partners OCIO
New York
$268M +$18.9M +197,970 +8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$257M +$3.28M +34,309 +1%
Mariner
20
Mariner
Kansas
$203M -$1.54M -16,062 -0.8%
MA
21
Mutual Advisors
Nebraska
$200M +$11.2M +117,236 +6%
CCM
22
Coldstream Capital Management
Washington
$194M +$7.28M +76,179 +4%
PC
23
Peavine Capital
Nevada
$181M +$18.6M +194,700 +12%
WCM
24
Wealthcare Capital Management
Virginia
$180M +$8.73M +91,255 +5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$175M -$14.9M -155,658 -8%

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.