Vault-13

ISHARES TR IEF

7-10 YR TRSY BD · ETP · CUSIP 464287440

991 institutional holders +7 vs Q4 2024
313,205,914313.2m shares reported held*
$29.9bnreported value*
110 new 435 added 319 reduced 91 sold out net bought ≈ $2.1bn (+22.7m shares)

* 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 ($60.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.34. Options: 17 managers hold calls ($1.2bn notional), 17 hold puts ($678.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 715Q4 22: 729Q1 23: 785Q2 23: 806Q3 23: 799Q4 23: 907Q1 24: 904Q2 24: 910Q3 24: 949Q4 24: 984Q1 25: 991991Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022715
Q4 2022729
Q1 2023785
Q2 2023806
Q3 2023799
Q4 2023907
Q1 2024904
Q2 2024910
Q3 2024949
Q4 2024984
Q1 2025991

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 23: 435 bought or addedQ2 23: 365 cut or sold outQ3 23: 402 bought or addedQ3 23: 386 cut or sold outQ3 23Q4 23: 447 bought or addedQ4 23: 388 cut or sold outQ1 24: 478 bought or addedQ1 24: 406 cut or sold outQ1 24Q2 24: 469 bought or addedQ2 24: 398 cut or sold outQ3 24: 564 bought or addedQ3 24: 352 cut or sold outQ3 24Q4 24: 461 bought or addedQ4 24: 476 cut or sold outQ1 25: 545 bought or addedQ1 25: 410 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023435365
Q3 2023402386
Q4 2023447388
Q1 2024478406
Q2 2024469398
Q3 2024564352
Q4 2024461476
Q1 2025545410

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bn$2bnQ2 24 calls: $1.6bnQ2 24 puts: $1.4bnQ2 24P/C 0.88Q3 24 calls: $1.3bnQ3 24 puts: $1.4bnQ3 24P/C 1.06Q4 24 calls: $1.3bnQ4 24 puts: $868.8mQ4 24P/C 0.65Q1 25 calls: $1.2bnQ1 25 puts: $678.6mQ1 25P/C 0.55
Numbers
QuarterCallsPutsP/C
Q2 2024$1.6bn$1.4bn0.88
Q3 2024$1.3bn$1.4bn1.06
Q4 2024$1.3bn$868.8m0.65
Q1 2025$1.2bn$678.6m0.55

Biggest buyers

Fisher Asset Management, LLC Added +5,744,750+5.7m
MORGAN STANLEY Added +3,332,221+3.3m
GOLDMAN SACHS GROUP INC Added +2,979,130+3.0m
Mutual Advisors, LLC Added +1,726,786+1.7m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,666,639+1.7m
BANK OF MONTREAL /CAN/ Added +1,495,193+1.5m
JPMORGAN CHASE & CO Added +1,333,142+1.3m
WELLS FARGO & COMPANY/MN Added +1,310,531+1.3m
CAPTRUST FINANCIAL ADVISORS Added +1,131,295+1.1m
SONA ASSET MANAGEMENT (US) LLC New +850,000+850.0k

Biggest sellers

FMR LLC Reduced -2,813,566-2.8m
JANE STREET GROUP, LLC Reduced -2,208,882-2.2m
Nationwide Fund Advisors Reduced -1,929,893-1.9m
BlackRock, Inc. Reduced -1,517,751-1.5m
Focus Partners Wealth Reduced -1,038,345-1.0m
Members Trust Co Reduced -981,932-981.9k
Ausdal Financial Partners, Inc. Reduced -636,336-636.3k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -565,880-565.9k
EASTERN BANK Reduced -453,268-453.3k
AMERIPRISE FINANCIAL INC Reduced -405,692-405.7k

Biggest calls

BANK OF MONTREAL /CAN/ Unchanged $592.6m6.2m shares
BANK OF AMERICA CORP /DE/ Added $175.7m1.8m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $172.3m1.8m shares
CITADEL ADVISORS LLC Reduced $83.2m872.8k shares
JANE STREET GROUP, LLC Added $63.9m670.2k shares
UBS Group AG Added $40.0m419.2k shares
CITIGROUP INC New $23.8m250.0k shares
Cinctive Capital Management LP New $19.1m200.0k shares
GOLDMAN SACHS GROUP INC Added $14.8m155.0k shares
WELLS FARGO & COMPANY/MN Added $14.3m150.0k shares

Biggest puts

ADAPT Investment Managers SA New $286.1m3.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $70.9m743.6k shares
CITIGROUP INC Added $60.5m634.6k shares
JANE STREET GROUP, LLC Added $52.1m546.3k shares
CITADEL ADVISORS LLC Reduced $41.1m431.4k shares
GOLDMAN SACHS GROUP INC Reduced $40.8m427.3k shares
UBS Group AG New $38.1m399.4k shares
BANK OF AMERICA CORP /DE/ Reduced $24.3m255.0k shares
MILLENNIUM MANAGEMENT LLC New $17.8m187.0k shares
Quaker Wealth Management, LLC First filing $16.6m174.3k 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 2.27% of their portfolio PLANO, TX 54,964,75055.0m $5.2bn $5.2bn 2.27% Added +5.7m +5,744,750
2 JPMORGAN CHASE & CO 0.20% of their portfolio NEW YORK, NY 28,076,64928.1m $2.7bn $2.7bn 0.20% Added +1.3m +1,333,142
3 FMR LLC 0.16% of their portfolio BOSTON, MA 26,864,34126.9m $2.6bn $2.6bn 0.16% Reduced -2.8m -2,813,566
4 ENVESTNET ASSET MANAGEMENT INC 0.38% of their portfolio Berwyn, PA 12,398,14012.4m $1.2bn $1.2bn 0.38% Added +180.2k +180,171
5 AMERIPRISE FINANCIAL INC 0.29% of their portfolio MINNEAPOLIS, MN 11,224,99411.2m $1.1bn $1.1bn 0.29% Reduced -405.7k -405,692
6 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 11,102,53911.1m $1.1bn $1.1bn 0.08% Added +3.3m +3,332,221
7 CAPTRUST FINANCIAL ADVISORS 2.27% of their portfolio RALEIGH, NC 9,495,9649.5m $905.6m $905.6m 2.27% Added +1.1m +1,131,295
8 PNC Financial Services Group, Inc. 0.46% of their portfolio Pittsburgh, PA 9,291,2819.3m $886.1m $886.1m 0.46% Reduced -345.7k -345,748
9 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 8,508,1098.5m $811.4m $811.4m 0.07% Added +849.9k +849,946
10 RAYMOND JAMES FINANCIAL INC 0.29% of their portfolio ST. PETERSBURG, FL 8,125,4418.1m $774.9m $774.9m 0.29% Added +278.1k +278,079
11 BANK OF MONTREAL /CAN/ 0.36% of their portfolio TORONTO, A6 7,145,0827.1m $681.4m $681.4m 0.36% Added +1.5m +1,495,193
12 Blue Trust, Inc. 6.44% of their portfolio BRENTWOOD, TN 5,266,3895.3m $502.3m $502.3m 6.44% Reduced -231.2k -231,168
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.36% of their portfolio MILWAUKEE, WI 4,617,4084.6m $440.4m $440.4m 0.36% Added +128.1k +128,076
14 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 4,376,5914.4m $417.4m $417.4m 0.16% Added +673.7k +673,678
15 UBS Group AG 0.08% of their portfolio ZURICH, V8 3,808,8393.8m $363.2m $363.2m 0.08% Added +150.5k +150,546
16 WELLS FARGO & COMPANY/MN 0.08% of their portfolio SAN FRANCISCO, CA 3,311,9683.3m $315.9m $315.9m 0.08% Added +1.3m +1,310,531
17 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 3,276,5123.3m $312.5m $312.5m 0.06% Added +3.0m +2,979,130
18 Bank Julius Baer & Co. Ltd, Zurich 0.93% of their portfolio ZURICH, V8 3,005,6553.0m $286.6m $286.6m 0.93% Added +663.2k +663,194
19 Cerity Partners OCIO LLC 15.51% of their portfolio New York, NY 2,873,4802.9m $274.0m $274.0m 15.51% Added +402.2k +402,205
20 Baird Financial Group, Inc. 0.46% of their portfolio MILWAUKEE, WI 2,530,6452.5m $241.3m $241.3m 0.46% Added +103.0k +103,039
21 Mariner, LLC 0.38% of their portfolio Overland Park, KS 2,370,5762.4m $226.1m $226.1m 0.38% Added +502.0k +501,998
22 WEALTHCARE CAPITAL MANAGEMENT LLC 19.22% of their portfolio RICHMOND, VA 1,987,2422.0m $189.5m $189.5m 19.22% Added +49.6k +49,646
23 ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio NASHVILLE, TN 1,979,0322.0m $188.7m $188.7m 0.07% Added +115.5k +115,523
24 COLDSTREAM CAPITAL MANAGEMENT INC 3.98% of their portfolio BELLEVUE, WA 1,956,9392.0m $186.6m $186.6m 3.98% Added +59.9k +59,886
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.28% of their portfolio BALA CYNWYD, PA 1,812,9931.8m $172.9m $172.9m 0.28% Added +1.7m +1,666,639
26 Mutual Advisors, LLC 4.73% of their portfolio OMAHA, NE 1,737,0971.7m $165.4m $165.4m 4.73% Added +1.7m +1,726,786
27 Members Trust Co 5.47% of their portfolio TAMPA, FL 1,647,4981.6m $157.1m $157.1m 5.47% Reduced -981.9k -981,932
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.29% of their portfolio PLYMOUTH, MN 1,606,3731.6m $153.2m $153.2m 0.29% Added +7.4k +7,420
29 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,549,2021.5m $147.7m $147.7m 0.00% Reduced -1.5m -1,517,751
30 Harvest Portfolios Group Inc. 4.07% of their portfolio Oakville, A6 1,443,1491.4m $137.6m $137.6m 4.07% Added +157.2k +157,184
31 NorthCoast Asset Management LLC 0.66% of their portfolio STAMFORD, CT 1,370,9111.4m $130.7m $130.7m 0.66% Added +64.5k +64,467
32 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,345,6401.3m $128.3m $128.3m 0.03% Added +328.6k +328,585
33 Nationwide Fund Advisors 10.44% of their portfolio COLUMBUS, OH 1,283,6301.3m $122.4m $122.4m 10.44% Reduced -1.9m -1,929,893
34 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 1,207,9021.2m $115.2m $115.2m 0.18% Added +10.8k +10,837
35 ARMSTRONG ADVISORY GROUP, INC 8.44% of their portfolio NEEDHAM, MA 1,143,1571.1m $105.7m $105.7m 8.44% Unchanged
36 Janney Montgomery Scott LLC 0.29% of their portfolio PHILADELPHIA, PA 1,081,5571.1m $103.1m $103.1m 0.29% Reduced -16.2k -16,206
37 STIFEL FINANCIAL CORP 0.11% of their portfolio ST. LOUIS, MO 1,058,6821.1m $101.0m $101.0m 0.11% Added +16.8k +16,795
38 Cerity Partners LLC 0.20% of their portfolio NEW YORK, NY 1,006,0201.0m $95.9m $95.9m 0.20% Added +137.4k +137,423
39 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.53% of their portfolio BOSTON, MA 948,296948.3k $90.4m $90.4m 1.53% Added +381.5k +381,529
40 VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio San Antonio, TX 947,347947.3k $90.3m $90.3m 0.09% Reduced -765 -765
41 Cetera Investment Advisers 0.17% of their portfolio SCHAUMBURG, IL 896,033896.0k $85.5m $85.5m 0.17% Added +197.0k +197,013
42 Ally Invest Advisors Inc. 7.23% of their portfolio CHARLOTTE, NC 884,887884.9k $84.4m $84.4m 7.23% Added +18.4k +18,427
43 SONA ASSET MANAGEMENT (US) LLC 3.08% of their portfolio NEW YORK, NY 850,000850.0k $81.1m $81.1m 3.08% New
44 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.40% of their portfolio TOKYO, M0 798,546798.5k $76.2m $76.2m 1.40% Added +45.0k +44,996
45 Avalon Advisory Group 35.44% of their portfolio Wexford, PA 788,697788.7k $75.2m $75.2m 35.44% Reduced -7.3k -7,335
46 Juniper Hill Capital Management LP 17.69% of their portfolio Menlo Park, CA 744,199744.2k $71.0m $71.0m 17.69% Unchanged
47 WestEnd Advisors, LLC 1.87% of their portfolio CHARLOTTE, NC 738,973739.0k $70.5m $70.5m 1.87% Reduced -17.4k -17,422
48 3EDGE Asset Management, LP 4.76% of their portfolio Naples, FL 733,423733.4k $69.9m $69.9m 4.76% Reduced -182.0k -182,032
49 Clarity Financial LLC 7.95% of their portfolio Houston, TX 725,057725.1k $69.1m $69.1m 7.95% Added +25.5k +25,532
50 GenTrust, LLC 3.09% of their portfolio MIAMI, FL 675,715675.7k $64.4m $64.4m 3.09% Added +530.2k +530,156
51 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 656,379656.4k $62.6m $62.6m 0.09% Reduced -85.6k -85,608
52 Financiere des Professionnels - Fonds d'investissement inc. 4.00% of their portfolio MONTREAL, A8 648,750648.8k $61.9m $61.9m 4.00% Added +519.1k +519,100
53 BARINGS LLC 1.50% of their portfolio CHARLOTTE, NC 629,394629.4k $60.0m $60.0m 1.50% Added +33.6k +33,576
54 Wealthcare Advisory Partners LLC 1.58% of their portfolio WEST CHESTER, PA 618,178618.2k $59.0m $59.0m 1.58% Added +50.3k +50,268
55 AIA Group Ltd 1.41% of their portfolio HONG KONG, K3 600,420600.4k $57.3m $57.3m 1.41% Added +149.4k +149,365
56 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 586,265586.3k $55.9m $55.9m 0.04% Added +139.3k +139,302
57 McElhenny Sheffield Capital Management, LLC 20.72% of their portfolio DALLAS, TX 579,674579.7k $55.3m $55.3m 20.72% New
58 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 564,993565.0k $53.9m $53.9m 0.13% Added +13.0k +12,998
59 Tanglewood Wealth Management, Inc. 5.99% of their portfolio HOUSTON, TX 558,606558.6k $53.3m $53.3m 5.99% Added +549.7k +549,653
60 MATAURO, LLC 10.67% of their portfolio NEW YORK, NY 550,678550.7k $52.5m $52.5m 10.67% Added +37.1k +37,128
61 ASSETMARK, INC 0.14% of their portfolio CONCORD, CA 539,845539.8k $51.5m $51.5m 0.14% Added +265.4k +265,397
62 Garde Capital, Inc. 2.87% of their portfolio SEATTLE, WA 525,133525.1k $50.1m $50.1m 2.87% New
63 Raub Brock Capital Management LP 10.61% of their portfolio LARKSPUR, CA 498,237498.2k $47.5m $47.5m 10.61% Added +2.6k +2,602
64 Ironwood Wealth Management, LLC. 14.56% of their portfolio CHANDLER, AZ 497,272497.3k $47.4m $47.4m 14.56% Added +14.0k +13,982
65 MAI Capital Management 0.34% of their portfolio INDEPENDENCE, OH 470,457470.5k $44.9m $44.9m 0.34% Added +34.0k +34,043
66 GREENWOOD GEARHART LLC 3.08% of their portfolio FAYETTEVILLE, AR 466,239466.2k $44.5m $44.5m 3.08% Added +42.6k +42,593
67 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2.42% of their portfolio ROCHESTER, NY 462,938462.9k $44.2m $44.2m 2.42% New
68 Bogart Wealth, LLC 2.07% of their portfolio MCLEAN, VA 460,083460.1k $43.9m $43.9m 2.07% Reduced -202.1k -202,101
69 Virtue Capital Management, LLC 5.08% of their portfolio BRENTWOOD, TN 455,369455.4k $43.4m $43.4m 5.08% Added +235.0k +235,008
70 PATTON FUND MANAGEMENT, INC. 10.25% of their portfolio New York, NY 444,030444.0k $42.3m $42.3m 10.25% Reduced -1.0k -1,032
71 Rafferty Asset Management, LLC 0.18% of their portfolio New York, NY 443,803443.8k $42.3m $42.3m 0.18% Added +71.6k +71,561
72 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 441,798441.8k $42.1m $42.1m 0.08% Reduced -2.2m -2,208,882
73 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 427,062427.1k $40.7m $40.7m 0.14% Reduced -54.6k -54,589
74 Advisors Preferred, LLC 5.41% of their portfolio ROCKVILLE, MD 422,054422.1k $40.3m $40.3m 5.41% Added +332.4k +332,370
75 Karpus Management, Inc. 1.30% of their portfolio Pittsford, NY 419,287419.3k $40.0m $40.0m 1.30% Added +3.1k +3,111
76 Twele Capital Management, Inc. 8.46% of their portfolio MINNETONKA, MN 418,118418.1k $39.9m $39.9m 8.46% Reduced -17.4k -17,383
77 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 417,394417.4k $39.8m $39.8m 0.04% New
78 Advisor OS, LLC 4.27% of their portfolio CHICAGO, IL 393,324393.3k $37.5m $37.5m 4.27% Added +21.4k +21,374
79 LifeGuide Financial Advisors, LLC 15.20% of their portfolio MECHANICSBURG, PA 390,534390.5k $37.2m $37.2m 15.20% Added +32.3k +32,306
80 MJP ASSOCIATES INC /ADV 6.70% of their portfolio FARMINGTON, CT 389,501389.5k $37.1m $37.1m 6.70% Added +23.9k +23,867
81 Beacon Wealthcare LLC 15.02% of their portfolio RALEIGH, NC 387,222387.2k $36.9m $36.9m 15.02% Reduced -2.6k -2,554
82 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 383,373383.4k $36.6m $36.6m 0.05% Reduced -10.1k -10,075
83 GenWealth Group, Inc. 8.01% of their portfolio Maplewood, NJ 381,200381.2k $36.4m $36.4m 8.01% Added +134.0k +133,993
84 Sompo Asset Management Co., Ltd. 6.74% of their portfolio Tokyo, M0 380,384380.4k $36.3m $36.3m 6.74% Added +15.6k +15,640
85 1607 Capital Partners, LLC 2.85% of their portfolio Richmond, VA 370,611370.6k $35.3m $35.3m 2.85% Unchanged
86 MIZUHO MARKETS AMERICAS LLC 0.71% of their portfolio NEW YORK, NY 344,912344.9k $32.9m $32.9m 0.71% New
87 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 342,022342.0k $32.6m $32.6m 0.07% Added +41.3k +41,289
88 LIFE LINE WEALTH MANAGEMENT LLC 11.93% of their portfolio Beverly Hills, CA 340,117340.1k $32.4m $32.4m 11.93% New
89 Community Financial Services Group, LLC 6.95% of their portfolio NEWPORT, VT 336,038336.0k $32.0m $32.0m 6.95% Added +9.8k +9,764
90 SACHEM HILL LLC 6.20% of their portfolio DENVER, CO 330,697330.7k $31.5m $31.5m 6.20% Added +2.0k +2,022
91 Blue Edge Capital, LLC 5.06% of their portfolio RICHMOND, VA 330,643330.6k $31.5m $31.5m 5.06% Reduced -1.7k -1,709
92 Willis Johnson & Associates, Inc. 2.33% of their portfolio Houston, TX 322,923322.9k $30.8m $30.8m 2.33% Added +22.2k +22,157
93 Parkside Advisors LLC 7.38% of their portfolio BERKELEY, CA 321,237321.2k $30.6m $30.6m 7.38% Reduced -938 -938
94 PRUDENT INVESTORS NETWORK, INC. 8.67% of their portfolio LAKE FOREST, CA 319,195319.2k $30.4m $30.4m 8.67% Added +39.6k +39,587
95 Focus Financial Network, Inc. 1.23% of their portfolio MINNEAPOLIS, MN 314,607314.6k $30.0m $30.0m 1.23% Added +35.1k +35,143
96 Prime Capital Investment Advisors, LLC 0.35% of their portfolio OVERLAND PARK, KS 311,537311.5k $29.7m $29.7m 0.35% Added +237.7k +237,723
97 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 309,567309.6k $29.5m $29.5m 0.06% Added +226.4k +226,353
98 FIRST FINANCIAL BANK - TRUST DIVISION 2.77% of their portfolio HAMILTON, OH 299,281299.3k $28.5m $28.5m 2.77% Added +6.0k +5,986
99 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 295,091295.1k $28.1m $28.1m 0.03% Reduced -23.7k -23,705
100 Arkos Global Advisors 4.11% of their portfolio HOUSTON, TX 293,342293.3k $28.0m $28.0m 4.11% Added +2.9k +2,863