Vault-13

ISHARES TR IEF

7-10 YR TRSY BD · ETP · CUSIP 464287440

1,021 institutional holders +30 vs Q1 2025
315,777,397315.8m shares reported held*
$30.2bnreported value*
112 new 379 added 398 reduced 85 sold out net bought ≈ $198.1m (+1.9m 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 ($19.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.74. Options: 19 managers hold calls ($2.1bn notional), 17 hold puts ($450.6m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 715Q4 22: 729Q1 23: 785Q2 23: 806Q3 23: 799Q4 23: 907Q1 24: 904Q2 24: 910Q3 24: 949Q4 24: 984Q1 25: 991Q2 25: 1,0211,021Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 20251,021

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 23: 402 bought or addedQ3 23: 386 cut or sold outQ4 23: 447 bought or addedQ4 23: 388 cut or sold outQ4 23Q1 24: 478 bought or addedQ1 24: 406 cut or sold outQ2 24: 469 bought or addedQ2 24: 398 cut or sold outQ2 24Q3 24: 564 bought or addedQ3 24: 352 cut or sold outQ4 24: 461 bought or addedQ4 24: 476 cut or sold outQ4 24Q1 25: 545 bought or addedQ1 25: 410 cut or sold outQ2 25: 491 bought or addedQ2 25: 483 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023402386
Q4 2023447388
Q1 2024478406
Q2 2024469398
Q3 2024564352
Q4 2024461476
Q1 2025545410
Q2 2025491483

Calls vs puts

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

CallsPuts
$0$1bn$2bn$3bnQ3 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 0.55Q2 25 calls: $2.1bnQ2 25 puts: $450.6mQ2 25P/C 0.22
Numbers
QuarterCallsPutsP/C
Q3 2024$1.3bn$1.4bn1.06
Q4 2024$1.3bn$868.8m0.65
Q1 2025$1.2bn$678.6m0.55
Q2 2025$2.1bn$450.6m0.22

Biggest buyers

Fisher Asset Management, LLC Added +2,686,141+2.7m
FMR LLC Added +1,729,126+1.7m
PEAVINE CAPITAL, LLC New +1,679,411+1.7m
MORGAN STANLEY Added +1,419,056+1.4m
MEEDER ASSET MANAGEMENT INC New +687,194+687.2k
BARCLAYS PLC Added +623,084+623.1k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +616,905+616.9k
BlackRock, Inc. Added +594,681+594.7k
Summit Financial Consulting LLC Added +548,491+548.5k
BANK OF AMERICA CORP /DE/ Added +520,431+520.4k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -2,240,768-2.2m
GOLDMAN SACHS GROUP INC Reduced -1,518,912-1.5m
ARMSTRONG ADVISORY GROUP, INC Reduced -947,686-947.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -853,470-853.5k
JPMORGAN CHASE & CO Reduced -797,905-797.9k
PNC Financial Services Group, Inc. Reduced -688,371-688.4k
McElhenny Sheffield Capital Management, LLC Reduced -575,446-575.4k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -552,123-552.1k
Financiere des Professionnels - Fonds d'investissement inc. Reduced -529,100-529.1k
Members Trust Co Reduced -398,507-398.5k

Biggest calls

CITIGROUP INC Added $1.0bn10.8m shares
JANE STREET GROUP, LLC Added $473.8m4.9m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $299.5m3.1m shares
GOLDMAN SACHS GROUP INC Added $41.2m430.0k shares
Aptus Capital Advisors, LLC New $38.4m401.2k shares
Verition Fund Management LLC Added $38.3m400.0k shares
CITADEL ADVISORS LLC Reduced $31.1m325.1k shares
SIG BROKERAGE, LP New $29.9m312.5k shares
UBS Group AG Reduced $21.1m220.0k shares
BANK OF AMERICA CORP /DE/ Reduced $19.7m205.9k shares

Biggest puts

JANE STREET GROUP, LLC Added $86.8m906.3k shares
BANK OF AMERICA CORP /DE/ Added $64.8m676.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $63.7m665.4k shares
SONA ASSET MANAGEMENT (US) LLC New $47.9m500.0k shares
GOLDMAN SACHS GROUP INC Reduced $36.1m376.9k shares
UBS Group AG Reduced $31.0m323.6k shares
CITADEL ADVISORS LLC Reduced $23.6m246.0k shares
MILLENNIUM MANAGEMENT LLC Added $21.8m228.0k shares
Cubist Systematic Strategies, LLC Added $19.2m200.8k shares
WOLVERINE TRADING, LLC Added $19.2m201.1k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 2.19% of their portfolio PLANO, TX 57,650,89157.7m $5.5bn $5.5bn 2.19% Added +2.7m +2,686,141
2 FMR LLC 0.15% of their portfolio BOSTON, MA 28,593,46728.6m $2.7bn $2.7bn 0.15% Added +1.7m +1,729,126
3 JPMORGAN CHASE & CO 0.18% of their portfolio NEW YORK, NY 27,278,74427.3m $2.6bn $2.6bn 0.18% Reduced -797.9k -797,905
4 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 12,521,59512.5m $1.2bn $1.2bn 0.08% Added +1.4m +1,419,056
5 ENVESTNET ASSET MANAGEMENT INC 0.35% of their portfolio Berwyn, PA 12,444,87412.4m $1.2bn $1.2bn 0.35% Added +46.7k +46,734
6 AMERIPRISE FINANCIAL INC 0.27% of their portfolio MINNEAPOLIS, MN 11,659,31411.7m $1.1bn $1.1bn 0.27% Added +434.3k +434,320
7 CAPTRUST FINANCIAL ADVISORS 2.14% of their portfolio RALEIGH, NC 9,991,73610.0m $956.9m $956.9m 2.14% Added +495.8k +495,772
8 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 9,028,5409.0m $864.7m $864.7m 0.07% Added +520.4k +520,431
9 PNC Financial Services Group, Inc. 0.53% of their portfolio Pittsburgh, PA 8,602,9108.6m $823.9m $823.9m 0.53% Reduced -688.4k -688,371
10 BANK OF MONTREAL /CAN/ 0.35% of their portfolio TORONTO, A6 7,334,7067.3m $702.4m $702.4m 0.35% Added +189.6k +189,624
11 RAYMOND JAMES FINANCIAL INC 0.19% of their portfolio ST. PETERSBURG, FL 5,884,6735.9m $563.6m $563.6m 0.19% Reduced -2.2m -2,240,768
12 Blue Trust, Inc. 6.32% of their portfolio BRENTWOOD, TN 5,592,7245.6m $535.6m $535.6m 6.32% Added +326.3k +326,335
13 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 4,497,1524.5m $430.7m $430.7m 0.14% Added +120.6k +120,561
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.30% of their portfolio MILWAUKEE, WI 4,243,4774.2m $406.4m $406.4m 0.30% Reduced -373.9k -373,931
15 UBS Group AG 0.08% of their portfolio ZURICH, V8 4,211,8664.2m $403.4m $403.4m 0.08% Added +403.0k +403,027
16 WELLS FARGO & COMPANY/MN 0.07% of their portfolio SAN FRANCISCO, CA 3,105,2503.1m $297.4m $297.4m 0.07% Reduced -206.7k -206,718
17 Bank Julius Baer & Co. Ltd, Zurich 0.88% of their portfolio ZURICH, V8 3,092,6543.1m $296.2m $296.2m 0.88% Added +87.0k +86,999
18 Baird Financial Group, Inc. 0.44% of their portfolio MILWAUKEE, WI 2,634,9832.6m $252.4m $252.4m 0.44% Added +104.3k +104,338
19 Cerity Partners OCIO LLC 13.69% of their portfolio New York, NY 2,577,7692.6m $246.9m $246.9m 13.69% Reduced -295.7k -295,711
20 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,143,8832.1m $205.3m $205.3m 0.00% Added +594.7k +594,681
21 Mariner, LLC 0.29% of their portfolio Overland Park, KS 2,120,1792.1m $203.0m $203.0m 0.29% Reduced -250.4k -250,397
22 ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio NASHVILLE, TN 1,969,4522.0m $188.6m $188.6m 0.06% Reduced -9.6k -9,580
23 COLDSTREAM CAPITAL MANAGEMENT INC 3.03% of their portfolio BELLEVUE, WA 1,933,9561.9m $185.2m $185.2m 3.03% Reduced -23.0k -22,983
24 Mutual Advisors, LLC 4.57% of their portfolio OMAHA, NE 1,933,4901.9m $183.2m $183.2m 4.57% Added +196.4k +196,393
25 WEALTHCARE CAPITAL MANAGEMENT LLC 17.95% of their portfolio RICHMOND, VA 1,773,2681.8m $169.8m $169.8m 17.95% Reduced -214.0k -213,974
26 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 1,757,6001.8m $168.3m $168.3m 0.03% Reduced -1.5m -1,518,912
27 PEAVINE CAPITAL, LLC 37.68% of their portfolio RENO, NV 1,679,4111.7m $160.8m $160.8m 37.68% New
28 TRUIST FINANCIAL CORP 0.23% of their portfolio CHARLOTTE, NC 1,662,8881.7m $159.3m $159.3m 0.23% Added +455.0k +454,986
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.25% of their portfolio PLYMOUTH, MN 1,620,1061.6m $153.5m $153.5m 0.25% Added +13.7k +13,733
30 Harvest Portfolios Group Inc. 3.48% of their portfolio Oakville, A6 1,563,9001.6m $149.8m $149.8m 3.48% Added +120.8k +120,751
31 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,494,5181.5m $143.1m $143.1m 0.01% Added +148.9k +148,878
32 NorthCoast Asset Management LLC 0.53% of their portfolio STAMFORD, CT 1,285,8181.3m $123.1m $123.1m 0.53% Reduced -85.1k -85,093
33 Members Trust Co 4.12% of their portfolio TAMPA, FL 1,248,9911.2m $119.6m $119.6m 4.12% Reduced -398.5k -398,507
34 STIFEL FINANCIAL CORP 0.10% of their portfolio ST. LOUIS, MO 1,097,0951.1m $105.1m $105.1m 0.10% Added +38.4k +38,413
35 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 991,087991.1k $94.9m $94.9m 0.25% Reduced -90.5k -90,470
36 ASSETMARK, INC 0.22% of their portfolio CONCORD, CA 969,956970.0k $92.9m $92.9m 0.22% Added +430.1k +430,111
37 Nationwide Fund Advisors 5.15% of their portfolio COLUMBUS, OH 960,516960.5k $92.0m $92.0m 5.15% Reduced -323.1k -323,114
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.14% of their portfolio BALA CYNWYD, PA 959,523959.5k $91.9m $91.9m 0.14% Reduced -853.5k -853,470
39 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 929,276929.3k $89.0m $89.0m 0.06% Reduced -18.1k -18,071
40 Cerity Partners LLC 0.16% of their portfolio NEW YORK, NY 915,207915.2k $87.6m $87.6m 0.16% Reduced -90.8k -90,813
41 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 902,038902.0k $86.4m $86.4m 0.03% Added +623.1k +623,084
42 Ally Invest Advisors Inc. 6.70% of their portfolio CHARLOTTE, NC 897,827897.8k $86.0m $86.0m 6.70% Added +12.9k +12,940
43 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 852,233852.2k $81.6m $81.6m 0.14% Reduced -43.8k -43,800
44 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 826,420826.4k $79.1m $79.1m 0.09% Added +261.4k +261,427
45 Avalon Advisory Group 33.84% of their portfolio Wexford, PA 822,589822.6k $78.8m $78.8m 33.84% Added +33.9k +33,892
46 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.27% of their portfolio TOKYO, M0 814,133814.1k $78.0m $78.0m 1.27% Added +15.6k +15,587
47 Raub Brock Capital Management LP 16.46% of their portfolio LARKSPUR, CA 788,742788.7k $75.5m $75.5m 16.46% Added +290.5k +290,505
48 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 764,327764.3k $73.2m $73.2m 0.05% Added +178.1k +178,062
49 Juniper Hill Capital Management LP 17.37% of their portfolio Menlo Park, CA 744,199744.2k $71.3m $71.3m 17.37% Unchanged
50 Clarity Financial LLC 7.50% of their portfolio Houston, TX 727,656727.7k $69.7m $69.7m 7.50% Added +2.6k +2,599
51 SONA ASSET MANAGEMENT (US) LLC 2.35% of their portfolio NEW YORK, NY 725,000725.0k $69.4m $69.4m 2.35% Reduced -125.0k -125,000
52 3EDGE Asset Management, LP 4.32% of their portfolio Naples, FL 724,722724.7k $69.4m $69.4m 4.32% Reduced -8.7k -8,701
53 MEEDER ASSET MANAGEMENT INC 4.04% of their portfolio DUBLIN, OH 687,194687.2k $65.8m $65.8m 4.04% New
54 WestEnd Advisors, LLC 1.57% of their portfolio CHARLOTTE, NC 659,636659.6k $63.2m $63.2m 1.57% Reduced -79.3k -79,337
55 BARINGS LLC 1.44% of their portfolio CHARLOTTE, NC 642,944642.9k $61.6m $61.6m 1.44% Added +13.6k +13,550
56 Wealthcare Advisory Partners LLC 1.39% of their portfolio WEST CHESTER, PA 636,093636.1k $60.9m $60.9m 1.39% Added +17.9k +17,915
57 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 629,048629.0k $60.2m $60.2m 0.05% Added +616.9k +616,905
58 GenTrust, LLC 2.69% of their portfolio MIAMI, FL 595,000595.0k $57.0m $57.0m 2.69% Reduced -80.7k -80,715
59 MATAURO, LLC 10.66% of their portfolio NEW YORK, NY 592,770592.8k $56.8m $56.8m 10.66% Added +42.1k +42,092
60 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 570,408570.4k $54.6m $54.6m 0.07% Reduced -86.0k -85,971
61 Tanglewood Wealth Management, Inc. 5.34% of their portfolio HOUSTON, TX 565,204565.2k $54.1m $54.1m 5.34% Added +6.6k +6,598
62 Summit Financial Consulting LLC 47.73% of their portfolio STERLING HEIGHTS, MI 554,550554.5k $53.1m $53.1m 47.73% Added +548.5k +548,491
63 Arkos Global Advisors 7.27% of their portfolio HOUSTON, TX 546,785546.8k $52.4m $52.4m 7.27% Added +253.4k +253,443
64 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 523,311523.3k $50.1m $50.1m 0.14% Added +246.6k +246,563
65 Advisors Preferred, LLC 8.13% of their portfolio ROCKVILLE, MD 517,005517.0k $49.3m $49.3m 8.13% Added +95.0k +94,951
66 Garde Capital, Inc. 2.64% of their portfolio SEATTLE, WA 515,209515.2k $49.3m $49.3m 2.64% Reduced -9.9k -9,924
67 SOROS FUND MANAGEMENT LLC 0.82% of their portfolio NEW YORK, NY 500,000500.0k $47.9m $47.9m 0.82% New
68 MAI Capital Management 0.32% of their portfolio INDEPENDENCE, OH 476,652476.7k $45.6m $45.6m 0.32% Added +6.2k +6,195
69 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 474,523474.5k $45.4m $45.4m 0.14% Added +47.5k +47,461
70 Bogart Wealth, LLC 1.94% of their portfolio MCLEAN, VA 473,594473.6k $45.4m $45.4m 1.94% Added +13.5k +13,511
71 MOORE CAPITAL MANAGEMENT, LP 0.89% of their portfolio NEW YORK, NY 467,790467.8k $44.8m $44.8m 0.89% Added +299.0k +298,990
72 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2.27% of their portfolio ROCHESTER, NY 463,937463.9k $44.4m $44.4m 2.27% Added +999 +999
73 CI INVESTMENTS INC. 0.16% of their portfolio TORONTO, Z4 454,348454.3k $43.5m $43.5m 0.16% New
74 PATTON FUND MANAGEMENT, INC. 9.31% of their portfolio New York, NY 443,636443.6k $42.5m $42.5m 9.31% Reduced -394 -394
75 Prime Capital Investment Advisors, LLC 0.56% of their portfolio OVERLAND PARK, KS 443,464443.5k $42.5m $42.5m 0.56% Added +131.9k +131,927
76 Twele Capital Management, Inc. 8.29% of their portfolio MINNETONKA, MN 436,409436.4k $41.8m $41.8m 8.29% Added +18.3k +18,291
77 Rafferty Asset Management, LLC 0.14% of their portfolio New York, NY 435,093435.1k $41.7m $41.7m 0.14% Reduced -8.7k -8,710
78 GREENWOOD GEARHART LLC 2.51% of their portfolio FAYETTEVILLE, AR 419,851419.9k $40.2m $40.2m 2.51% Reduced -46.4k -46,388
79 Banco Santander, S.A. 0.38% of their portfolio Madrid, U3 416,353416.4k $39.9m $39.9m 0.38% Added +144.0k +144,025
80 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 402,242402.2k $38.5m $38.5m 0.07% Added +60.2k +60,220
81 LifeGuide Financial Advisors, LLC 14.21% of their portfolio MECHANICSBURG, PA 401,998402.0k $38.5m $38.5m 14.21% Added +11.5k +11,464
82 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 401,025401.0k $38.4m $38.4m 0.05% Added +17.7k +17,652
83 AIA Group Ltd 0.83% of their portfolio HONG KONG, K3 400,165400.2k $38.3m $38.3m 0.83% Reduced -200.3k -200,255
84 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.52% of their portfolio BOSTON, MA 396,173396.2k $37.9m $37.9m 1.52% Reduced -552.1k -552,123
85 Ironwood Wealth Management, LLC. 13.75% of their portfolio CHANDLER, AZ 393,200393.2k $37.7m $37.7m 13.75% Reduced -104.1k -104,072
86 Sompo Asset Management Co., Ltd. 6.51% of their portfolio Tokyo, M0 391,358391.4k $37.5m $37.5m 6.51% Added +11.0k +10,974
87 GenWealth Group, Inc. 7.50% of their portfolio Maplewood, NJ 388,469388.5k $37.2m $37.2m 7.50% Added +7.3k +7,269
88 Beacon Wealthcare LLC 13.88% of their portfolio RALEIGH, NC 384,364384.4k $36.8m $36.8m 13.88% Reduced -2.9k -2,858
89 Leo Wealth, LLC 2.81% of their portfolio HURST, TX 377,239377.2k $36.2m $36.2m 2.81% Added +233.3k +233,330
90 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 369,847369.8k $35.4m $35.4m 0.06% Reduced -72.0k -71,951
91 Community Financial Services Group, LLC 6.61% of their portfolio NEWPORT, VT 346,747346.7k $33.2m $33.2m 6.61% Added +10.7k +10,709
92 Focus Financial Network, Inc. 1.27% of their portfolio MINNEAPOLIS, MN 335,791335.8k $32.2m $32.2m 1.27% Added +21.2k +21,184
93 Willis Johnson & Associates, Inc. 2.18% of their portfolio Houston, TX 334,137334.1k $32.0m $32.0m 2.18% Added +11.2k +11,214
94 SG Americas Securities, LLC 0.14% of their portfolio NEW YORK, NY 331,839331.8k $31.8m $31.8m 0.14% Added +135.6k +135,611
95 1607 Capital Partners, LLC 2.57% of their portfolio Richmond, VA 331,161331.2k $31.7m $31.7m 2.57% Reduced -39.5k -39,450
96 PRUDENT INVESTORS NETWORK, INC. 8.43% of their portfolio LAKE FOREST, CA 326,226326.2k $31.2m $31.2m 8.43% Added +7.0k +7,031
97 Parkside Advisors LLC 6.82% of their portfolio BERKELEY, CA 324,216324.2k $31.1m $31.1m 6.82% Added +3.0k +2,979
98 Blue Edge Capital, LLC 4.58% of their portfolio RICHMOND, VA 321,519321.5k $30.8m $30.8m 4.58% Reduced -9.1k -9,124
99 Karpus Management, Inc. 0.97% of their portfolio Pittsford, NY 313,969314.0k $30.1m $30.1m 0.97% Reduced -105.3k -105,318
100 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.66% of their portfolio BOSTON, MA 312,963313.0k $30.0m $30.0m 0.66% Added +120.3k +120,255