ISHARES TR IEF
7-10 YR TRSY BD · ETP · CUSIP 464287440
715
institutional holders
181.5m
shares reported held*
$17.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.16. Options: 18 managers hold calls ($702.1m notional), 13 hold puts ($703.9m).
Biggest calls
| CITADEL ADVISORS LLC | — | $226.5m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $168.7m1.8m shares |
| Deer Park Road Corp | — | $96.0m1.0m shares |
| BNP PARIBAS FINANCIAL MARKETS | — | $80.6m8.4k shares |
| Parallax Volatility Advisers, L.P. | — | $38.5m401.3k shares |
| Centiva Capital, LP | — | $28.8m300.0k shares |
| CITIGROUP INC | — | $24.0m250.0k shares |
| MILLENNIUM MANAGEMENT LLC | — | $11.3m117.5k shares |
| UBS Group AG | — | $9.6m100.0k shares |
| Verition Fund Management LLC | — | $8.6m90.0k shares |
Biggest puts
| CITIGROUP INC | — | $416.4m4.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $79.7m830.8k shares |
| Verition Fund Management LLC | — | $76.8m800.0k shares |
| CITADEL ADVISORS LLC | — | $75.2m783.4k shares |
| BANK OF AMERICA CORP /DE/ | — | $29.0m302.6k shares |
| UBS Group AG | — | $12.4m129.5k shares |
| Walleye Capital LLC | — | $9.6m100.0k shares |
| Point72 Asset Management, L.P. | — | $3.6m37.0k shares |
| Walleye Trading LLC | — | $643.0k6.7k shares |
| Man Group plc | — | $307.0k3.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: FMR LLC (4.9%, 2026-08-06)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.59% of their portfolio | 39.6m $3.8bn | — |
| ENVESTNET ASSET MANAGEMENT INC 0.75% of their portfolio | 13.7m $1.3bn | — |
| PNC Financial Services Group, Inc. 1.13% of their portfolio | 11.3m $1.1bn | — |
| Fisher Asset Management, LLC 0.71% of their portfolio | 9.8m $944.7m | — |
| BlackRock Inc. 0.02% of their portfolio | 6.3m $601.4m | — |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 5.7m $546.6m | — |
| CAPTRUST FINANCIAL ADVISORS 2.82% of their portfolio | 5.1m $485.0m | — |
| MORGAN STANLEY 0.05% of their portfolio | 3.8m $360.0m | — |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 3.7m $351.4m | — |
| Bank Julius Baer & Co. Ltd, Zurich 2.07% of their portfolio | 2.8m $272.5m | — |
| UBS Group AG 0.15% of their portfolio | 2.8m $265.5m | — |
| Nationwide Fund Advisors 26.55% of their portfolio | 2.7m $260.0m | — |
| WEALTHCARE CAPITAL MANAGEMENT LLC 32.78% of their portfolio | 2.7m $259.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.25% of their portfolio | 2.6m $246.7m | — |
| ASSETMARK, INC 1.05% of their portfolio | 2.3m $223.7m | — |
| JANE STREET GROUP, LLC 0.37% of their portfolio | 2.0m $195.2m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.33% of their portfolio | 2.0m $188.1m | — |
| FMR LLC 0.02% of their portfolio | 1.9m $183.6m | — |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 1.9m $177.8m | — |
| LPL Financial LLC 0.16% of their portfolio | 1.7m $166.2m | — |
| Johns Hopkins University 9.00% of their portfolio | 1.5m $148.7m | — |
| PEAVINE CAPITAL, LLC 32.68% of their portfolio | 1.4m $138.7m | — |
| Richard Bernstein Advisors LLC 3.30% of their portfolio | 1.4m $132.0m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio | 1.3m $127.4m | — |
| 3EDGE Asset Management, LP 9.57% of their portfolio | 1.3m $123.2m | — |
| CW Advisors, LLC 3.18% of their portfolio | 1.2m $118.0m | — |
| CI INVESTMENTS INC. 0.57% of their portfolio | 1.1m $109.6m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.1m $103.9m | — |
| Cornerstone Retirement Group, Inc. 30.70% of their portfolio | 1.1m $100.8m | — |
| RGT Wealth Advisors, LLC 14.99% of their portfolio | 979.8k $94.0m | — |
| Money Design Co.,Ltd. 3.57% of their portfolio | 966.6k $92.8m | — |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 931.1k $89.4m | — |
| 1607 Capital Partners, LLC 6.70% of their portfolio | 901.7k $86.6m | — |
| STIFEL FINANCIAL CORP 0.14% of their portfolio | 892.3k $85.7m | — |
| Cerity Partners OCIO LLC 2.88% of their portfolio | 858.2k $82.4m | — |
| Ally Invest Advisors Inc. 9.83% of their portfolio | 755.5k $72.5m | — |
| Mutual Advisors, LLC 3.46% of their portfolio | 699.8k $67.2m | — |
| Relative Value Partners Group, LLC 5.45% of their portfolio | 692.5k $66.5m | — |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 683.2k $65.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.14% of their portfolio | 664.7k $63.8m | — |
| HRT FINANCIAL LP 0.70% of their portfolio | 659.5k $63.3m | — |
| Campbell Wealth Management 8.94% of their portfolio | 644.8k $61.9m | — |
| Johnson Financial Group, Inc. 5.63% of their portfolio | 643.7k $61.0m | — |
| Fullerton Fund Management Co Ltd. 4.39% of their portfolio | 615.0k $59.0m | — |
| Avalon Advisory Group 36.88% of their portfolio | 613.4k $58.9m | — |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 3.46% of their portfolio | 608.3k $58.4m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 607.5k $58.3m | — |
| OSAIC HOLDINGS, INC. 0.13% of their portfolio | 596.6k $57.3m | — |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 532.3k $51.1m | — |
| Beacon Wealthcare LLC 29.32% of their portfolio | 518.8k $49.8m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 505.6k $48.5m | — |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 479.8k $46.1m | — |
| Wealthcare Advisory Partners LLC 2.53% of their portfolio | 461.9k $44.3m | — |
| TD PRIVATE CLIENT WEALTH LLC 2.23% of their portfolio | 454.3k $43.6m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 449.7k $43.2m | — |
| Verition Fund Management LLC 0.29% of their portfolio | 430.0k $41.3m | — |
| Allianz Asset Management GmbH 0.09% of their portfolio | 415.6k $39.9m | — |
| Horizon Investments, LLC 1.21% of their portfolio | 406.4k $38.8m | — |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.58% of their portfolio | 382.3k $36.7m | — |
| PATTON FUND MANAGEMENT, INC. 14.12% of their portfolio | 362.6k $34.8m | — |
| TRUIST FINANCIAL CORP 0.07% of their portfolio | 361.0k $34.7m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.57% of their portfolio | 358.5k $34.4m | — |
| AE Wealth Management LLC 0.27% of their portfolio | 348.6k $33.5m | — |
| Parcion Private Wealth LLC 3.78% of their portfolio | 346.9k $33.3m | — |
| Blue Trust, Inc. 0.62% of their portfolio | 346.3k $35.4m | — |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 345.6k $33.2m | — |
| CITIGROUP INC 0.05% of their portfolio | 343.8k $33.0m | — |
| One Day In July LLC 7.64% of their portfolio | 339.7k $32.6m | — |
| Brookstone Capital Management 0.74% of their portfolio | 335.8k $32.0m | — |
| Twele Capital Management, Inc. 5.50% of their portfolio | 332.0k $31.9m | — |
| SG Americas Securities, LLC 0.48% of their portfolio | 328.0k $31.5m | — |
| Syntal Capital Partners, LLC 12.21% of their portfolio | 311.0k $29.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio | 308.8k $29.6m | — |
| MML INVESTORS SERVICES, LLC 0.22% of their portfolio | 299.5k $28.7m | — |
| MJP ASSOCIATES INC /ADV 8.58% of their portfolio | 298.7k $28.7m | — |
| GenWealth Group, Inc. 8.93% of their portfolio | 274.8k $26.4m | — |
| CAMBRIDGE TRUST CO 1.15% of their portfolio | 252.7k $24.3m | — |
| Arete Wealth Advisors, LLC 2.34% of their portfolio | 249.0k $23.9m | — |
| MATHER GROUP, LLC. 0.51% of their portfolio | 246.8k $23.7m | — |
| FLOW TRADERS U.S. LLC 1.23% of their portfolio | 239.4k $23.0m | — |
| SACHEM HILL LLC 7.78% of their portfolio | 239.1k $22.9m | — |
| Sompo Asset Management Co., Ltd. 5.85% of their portfolio | 239.0k $22.9m | — |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1.87% of their portfolio | 238.2k $22.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio | 236.7k $22.7m | — |
| CWM, LLC 0.18% of their portfolio | 236.4k $22.7m | — |
| WCG Wealth Advisors LLC 2.90% of their portfolio | 228.5k $21.9m | — |
| Ironwood Wealth Management, LLC. 10.20% of their portfolio | 223.0k $22.8m | — |
| BARINGS LLC 0.83% of their portfolio | 217.2k $20.9m | — |
| LifeGuide Financial Advisors, LLC 20.36% of their portfolio | 216.9k $20.8m | — |
| TOWNSQUARE CAPITAL LLC 0.60% of their portfolio | 216.9k $20.8m | — |
| Advance Capital Management, Inc. 2.49% of their portfolio | 212.1k $20.4m | — |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 210.1k $20.2m | — |
| PFS INVESTMENTS INC. 0.41% of their portfolio | 207.7k $19.9m | — |
| SSI INVESTMENT MANAGEMENT LLC 1.33% of their portfolio | 205.9k $19.8m | — |
| Rockefeller Capital Management L.P. 0.10% of their portfolio | 203.4k $19.5m | — |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 199.8k $19.2m | — |
| BANQUE PICTET & CIE SA 0.20% of their portfolio | 194.1k $18.6m | — |
| Rafferty Asset Management, LLC 0.20% of their portfolio | 192.0k $18.4m | — |
| Pictet North America Advisors SA 2.88% of their portfolio | 188.0k $18.0m | — |
| PINKERTON WEALTH, LLC 6.87% of their portfolio | 185.8k $17.8m | — |