Vault-13

ISHARES TR IEF

7-10 YR TRSY BD · ETP · CUSIP 464287440

1,009 institutional holders -12 vs Q2 2025
377,014,256377.0m shares reported held*
$36.4bnreported value*
99 new 462 added 315 reduced 101 sold out net bought ≈ $6.0bn (+62.2m 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 ($11.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.50. Options: 15 managers hold calls ($1.6bn notional), 21 hold puts ($1.5bn).

Trends to Q3 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: 1,021Q3 25: 1,0091,009Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 20251,009

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 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 25Q2 25: 491 bought or addedQ2 25: 483 cut or sold outQ3 25: 561 bought or addedQ3 25: 416 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023447388
Q1 2024478406
Q2 2024469398
Q3 2024564352
Q4 2024461476
Q1 2025545410
Q2 2025491483
Q3 2025561416

Calls vs puts

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

CallsPuts
$0$1bn$2bn$3bnQ4 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 0.22Q3 25 calls: $1.6bnQ3 25 puts: $1.5bnQ3 25P/C 0.95
Numbers
QuarterCallsPutsP/C
Q4 2024$1.3bn$868.8m0.65
Q1 2025$1.2bn$678.6m0.55
Q2 2025$2.1bn$450.6m0.22
Q3 2025$1.6bn$1.5bn0.95

Biggest buyers

Fisher Asset Management, LLC Added +30,011,547+30.0m
JPMORGAN CHASE & CO Added +26,087,956+26.1m
AMERIPRISE FINANCIAL INC Added +3,291,267+3.3m
BANK OF MONTREAL /CAN/ Added +2,759,728+2.8m
MORGAN STANLEY Added +1,781,036+1.8m
BANK OF AMERICA CORP /DE/ Added +1,700,657+1.7m
FMR LLC Added +1,112,448+1.1m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +493,828+493.8k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +418,574+418.6k
ENVESTNET ASSET MANAGEMENT INC Added +375,479+375.5k

Biggest sellers

CAPTRUST FINANCIAL ADVISORS Reduced -4,877,145-4.9m
SONA ASSET MANAGEMENT (US) LLC Sold out -725,000-725.0k
Clarity Financial LLC Reduced -710,959-711.0k
ROYAL BANK OF CANADA Reduced -626,517-626.5k
Summit Financial Consulting LLC Sold out -554,550-554.5k
GOLDMAN SACHS GROUP INC Reduced -503,182-503.2k
BlackRock, Inc. Reduced -489,868-489.9k
MOORE CAPITAL MANAGEMENT, LP Sold out -467,790-467.8k
CI INVESTMENTS INC. Sold out -454,348-454.3k
Advisors Preferred, LLC Reduced -417,835-417.8k

Biggest calls

BANK OF MONTREAL /CAN/ Added $399.4m4.1m shares
JANE STREET GROUP, LLC Reduced $265.5m2.8m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $261.6m2.7m shares
BANK OF AMERICA CORP /DE/ Added $246.9m2.6m shares
GOLDMAN SACHS GROUP INC Added $121.1m1.3m shares
Aptus Capital Advisors, LLC Added $69.7m722.6k shares
MILLENNIUM MANAGEMENT LLC Added $49.0m508.0k shares
CITIGROUP INC Reduced $48.2m500.0k shares
Centiva Capital, LP New $47.4m490.9k shares
UBS Group AG Added $38.6m400.0k shares

Biggest puts

BARCLAYS PLC New $616.8m6.4m shares
BANK OF AMERICA CORP /DE/ Added $196.6m2.0m shares
JANE STREET GROUP, LLC Added $175.2m1.8m shares
UBS Group AG Added $108.9m1.1m shares
LMR Partners LLP New $96.5m1.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $78.7m816.0k shares
CITIGROUP INC New $48.2m500.0k shares
GOLDMAN SACHS GROUP INC Added $41.2m426.9k shares
WOLVERINE TRADING, LLC Added $29.8m308.7k shares
Ripple Effect Asset Management LP New $28.5m295.4k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 3.06% of their portfolio PLANO, TX 87,662,43887.7m $8.5bn $8.5bn 3.06% Added +30.0m +30,011,547
2 JPMORGAN CHASE & CO 0.16% of their portfolio NEW YORK, NY 53,366,70053.4m $5.1bn $5.1bn 0.16% Added +26.1m +26,087,956
3 FMR LLC 0.15% of their portfolio BOSTON, MA 29,705,91529.7m $2.9bn $2.9bn 0.15% Added +1.1m +1,112,448
4 AMERIPRISE FINANCIAL INC 0.33% of their portfolio MINNEAPOLIS, MN 14,950,58115.0m $1.4bn $1.4bn 0.33% Added +3.3m +3,291,267
5 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 14,302,63114.3m $1.4bn $1.4bn 0.08% Added +1.8m +1,781,036
6 ENVESTNET ASSET MANAGEMENT INC 0.36% of their portfolio Berwyn, PA 12,820,35312.8m $1.2bn $1.2bn 0.36% Added +375.5k +375,479
7 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 10,729,19710.7m $1.0bn $1.0bn 0.08% Added +1.7m +1,700,657
8 BANK OF MONTREAL /CAN/ 0.41% of their portfolio TORONTO, A6 10,094,43410.1m $973.7m $973.7m 0.41% Added +2.8m +2,759,728
9 PNC Financial Services Group, Inc. 0.49% of their portfolio Pittsburgh, PA 8,414,9228.4m $811.7m $811.7m 0.49% Reduced -188.0k -187,988
10 RAYMOND JAMES FINANCIAL INC 0.19% of their portfolio ST. PETERSBURG, FL 6,175,0246.2m $595.6m $595.6m 0.19% Added +290.4k +290,351
11 Blue Trust, Inc. 6.45% of their portfolio BRENTWOOD, TN 5,952,6136.0m $574.2m $574.2m 6.45% Added +359.9k +359,889
12 CAPTRUST FINANCIAL ADVISORS 1.01% of their portfolio RALEIGH, NC 5,114,5915.1m $493.4m $493.4m 1.01% Reduced -4.9m -4,877,145
13 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 4,653,5864.7m $448.9m $448.9m 0.13% Added +156.4k +156,434
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.28% of their portfolio MILWAUKEE, WI 4,351,5644.4m $419.8m $419.8m 0.28% Added +108.1k +108,087
15 UBS Group AG 0.08% of their portfolio ZURICH, V8 4,294,2554.3m $414.2m $414.2m 0.08% Added +82.4k +82,389
16 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 3,215,7683.2m $310.2m $310.2m 0.06% Added +110.5k +110,518
17 Bank Julius Baer & Co. Ltd, Zurich 0.86% of their portfolio ZURICH, V8 3,179,9713.2m $306.7m $306.7m 0.86% Added +87.3k +87,317
18 Cerity Partners OCIO LLC 13.65% of their portfolio New York, NY 2,775,7392.8m $267.7m $267.7m 13.65% Added +198.0k +197,970
19 Baird Financial Group, Inc. 0.41% of their portfolio MILWAUKEE, WI 2,669,2922.7m $257.5m $257.5m 0.41% Added +34.3k +34,309
20 Mariner, LLC 0.26% of their portfolio Overland Park, KS 2,104,1172.1m $203.0m $203.0m 0.26% Reduced -16.1k -16,062
21 Mutual Advisors, LLC 4.40% of their portfolio OMAHA, NE 2,050,7262.1m $199.7m $199.7m 4.40% Added +117.2k +117,236
22 COLDSTREAM CAPITAL MANAGEMENT INC 2.61% of their portfolio BELLEVUE, WA 2,010,1352.0m $193.9m $193.9m 2.61% Added +76.2k +76,179
23 PEAVINE CAPITAL, LLC 37.33% of their portfolio RENO, NV 1,874,1111.9m $180.8m $180.8m 37.33% Added +194.7k +194,700
24 WEALTHCARE CAPITAL MANAGEMENT LLC 18.26% of their portfolio RICHMOND, VA 1,864,5231.9m $179.9m $179.9m 18.26% Added +91.3k +91,255
25 ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio NASHVILLE, TN 1,813,7941.8m $175.0m $175.0m 0.06% Reduced -155.7k -155,658
26 TRUIST FINANCIAL CORP 0.22% of their portfolio CHARLOTTE, NC 1,683,3271.7m $162.4m $162.4m 0.22% Added +20.4k +20,439
27 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,654,0151.7m $159.5m $159.5m 0.00% Reduced -489.9k -489,868
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.24% of their portfolio PLYMOUTH, MN 1,643,4971.6m $158.4m $158.4m 0.24% Added +23.4k +23,391
29 Harvest Portfolios Group Inc. 2.69% of their portfolio Oakville, A6 1,513,3171.5m $146.0m $146.0m 2.69% Reduced -50.6k -50,583
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.21% of their portfolio BALA CYNWYD, PA 1,453,3511.5m $140.2m $140.2m 0.21% Added +493.8k +493,828
31 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 1,382,0011.4m $133.3m $133.3m 0.12% Added +284.9k +284,906
32 NorthCoast Asset Management LLC 0.48% of their portfolio STAMFORD, CT 1,265,1591.3m $122.0m $122.0m 0.48% Reduced -20.7k -20,659
33 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,254,4181.3m $121.0m $121.0m 0.02% Reduced -503.2k -503,182
34 Members Trust Co 3.95% of their portfolio TAMPA, FL 1,244,9331.2m $120.1m $120.1m 3.95% Reduced -4.1k -4,058
35 Cetera Investment Advisers 0.13% of their portfolio SCHAUMBURG, IL 1,145,3591.1m $110.5m $110.5m 0.13% Added +293.1k +293,126
36 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 1,104,6321.1m $106.6m $106.6m 0.25% Added +113.5k +113,545
37 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 1,100,9381.1m $106.2m $106.2m 0.04% Added +198.9k +198,900
38 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 1,047,6221.0m $101.1m $101.1m 0.08% Added +418.6k +418,574
39 ASSETMARK, INC 0.21% of their portfolio CONCORD, CA 994,636994.6k $95.9m $95.9m 0.21% Added +24.7k +24,680
40 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 964,978965.0k $93.1m $93.1m 0.05% Added +35.7k +35,702
41 Nationwide Fund Advisors 5.09% of their portfolio COLUMBUS, OH 956,142956.1k $92.2m $92.2m 5.09% Reduced -4.4k -4,374
42 Ally Invest Advisors Inc. 6.55% of their portfolio CHARLOTTE, NC 946,291946.3k $91.3m $91.3m 6.55% Added +48.5k +48,464
43 Cerity Partners LLC 0.14% of their portfolio NEW YORK, NY 903,812903.8k $87.2m $87.2m 0.14% Reduced -11.4k -11,395
44 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 868,001868.0k $83.7m $83.7m 0.01% Reduced -626.5k -626,517
45 Avalon Advisory Group 32.65% of their portfolio Wexford, PA 834,969835.0k $80.5m $80.5m 32.65% Added +12.4k +12,380
46 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.38% of their portfolio TOKYO, M0 814,564814.6k $78.6m $78.6m 1.38% Added +431 +431
47 Raub Brock Capital Management LP 16.57% of their portfolio LARKSPUR, CA 798,225798.2k $77.0m $77.0m 16.57% Added +9.5k +9,483
48 WestEnd Advisors, LLC 1.69% of their portfolio CHARLOTTE, NC 751,166751.2k $72.5m $72.5m 1.69% Added +91.5k +91,530
49 Juniper Hill Capital Management LP 16.98% of their portfolio Menlo Park, CA 744,199744.2k $71.8m $71.8m 16.98% Unchanged
50 3EDGE Asset Management, LP 4.04% of their portfolio Naples, FL 741,873741.9k $71.6m $71.6m 4.04% Added +17.2k +17,151
51 Wealthcare Advisory Partners LLC 1.38% of their portfolio WEST CHESTER, PA 686,121686.1k $66.2m $66.2m 1.38% Added +50.0k +50,028
52 GREENWOOD GEARHART LLC 3.55% of their portfolio FAYETTEVILLE, AR 638,897638.9k $61.6m $61.6m 3.55% Added +219.0k +219,046
53 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 634,076634.1k $61.2m $61.2m 0.04% Reduced -130.3k -130,251
54 BARINGS LLC 1.16% of their portfolio CHARLOTTE, NC 631,843631.8k $60.9m $60.9m 1.16% Reduced -11.1k -11,101
55 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 629,570629.6k $60.7m $60.7m 0.08% Added +59.2k +59,162
56 GenTrust, LLC 2.69% of their portfolio MIAMI, FL 612,490612.5k $59.1m $59.1m 2.69% Added +17.5k +17,490
57 MATAURO, LLC 9.37% of their portfolio NEW YORK, NY 611,357611.4k $59.0m $59.0m 9.37% Added +18.6k +18,587
58 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 602,315602.3k $58.0m $58.0m 0.08% Added +200.1k +200,073
59 Arkos Global Advisors 6.99% of their portfolio HOUSTON, TX 568,678568.7k $54.9m $54.9m 6.99% Added +21.9k +21,893
60 Tanglewood Wealth Management, Inc. 5.08% of their portfolio HOUSTON, TX 567,028567.0k $54.7m $54.7m 5.08% Added +1.8k +1,824
61 MAI Capital Management 0.34% of their portfolio INDEPENDENCE, OH 561,894561.9k $54.2m $54.2m 0.34% Added +85.2k +85,242
62 Garde Capital, Inc. 2.64% of their portfolio SEATTLE, WA 543,491543.5k $52.4m $52.4m 2.64% Added +28.3k +28,282
63 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 533,294533.3k $51.4m $51.4m 0.14% Added +10.0k +9,983
64 Bogart Wealth, LLC 1.92% of their portfolio MCLEAN, VA 489,680489.7k $47.2m $47.2m 1.92% Added +16.1k +16,086
65 Rafferty Asset Management, LLC 0.15% of their portfolio New York, NY 488,622488.6k $47.1m $47.1m 0.15% Added +53.5k +53,529
66 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 476,288476.3k $45.9m $45.9m 0.13% Added +1.8k +1,765
67 Twele Capital Management, Inc. 8.44% of their portfolio MINNETONKA, MN 473,893473.9k $45.7m $45.7m 8.44% Added +37.5k +37,484
68 SOROS FUND MANAGEMENT LLC 0.72% of their portfolio NEW YORK, NY 472,599472.6k $45.6m $45.6m 0.72% Reduced -27.4k -27,401
69 PATTON FUND MANAGEMENT, INC. 8.14% of their portfolio New York, NY 469,353469.4k $45.3m $45.3m 8.14% Added +25.7k +25,717
70 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2.15% of their portfolio ROCHESTER, NY 464,647464.6k $44.8m $44.8m 2.15% Added +710 +710
71 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 452,820452.8k $43.7m $43.7m 0.09% Reduced -373.6k -373,600
72 Karpus Management, Inc. 1.36% of their portfolio Pittsford, NY 443,638443.6k $42.8m $42.8m 1.36% Added +129.7k +129,669
73 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.63% of their portfolio BOSTON, MA 424,554424.6k $41.0m $41.0m 1.63% Added +28.4k +28,381
74 AIA Group Ltd 0.72% of their portfolio HONG KONG, K3 420,440420.4k $40.6m $40.6m 0.72% Added +20.3k +20,275
75 GenWealth Group, Inc. 7.41% of their portfolio Maplewood, NJ 412,745412.7k $39.8m $39.8m 7.41% Added +24.3k +24,276
76 Ironwood Wealth Management, LLC. 13.30% of their portfolio CHANDLER, AZ 411,397411.4k $39.7m $39.7m 13.30% Added +18.2k +18,197
77 AlphaQuest LLC 2.55% of their portfolio New York, NY 404,037404.0k $39.0m $39.0m 2.55% Added +115.9k +115,872
78 LifeGuide Financial Advisors, LLC 14.12% of their portfolio MECHANICSBURG, PA 402,313402.3k $38.3m $38.3m 14.12% Added +315 +315
79 Sompo Asset Management Co., Ltd. 6.55% of their portfolio Tokyo, M0 394,709394.7k $38.1m $38.1m 6.55% Added +3.4k +3,351
80 Beacon Wealthcare LLC 13.25% of their portfolio RALEIGH, NC 390,900390.9k $37.7m $37.7m 13.25% Added +6.5k +6,536
81 Community Financial Services Group, LLC 6.81% of their portfolio NEWPORT, VT 385,350385.4k $37.2m $37.2m 6.81% Added +38.6k +38,603
82 Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio SEOUL, M5 375,031375.0k $36.2m $36.2m 0.11% Added +126.3k +126,301
83 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 367,757367.8k $35.5m $35.5m 0.16% Added +289.6k +289,555
84 MEEDER ASSET MANAGEMENT INC 2.01% of their portfolio DUBLIN, OH 365,501365.5k $35.3m $35.3m 2.01% Reduced -321.7k -321,693
85 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 360,983361.0k $34.8m $34.8m 0.04% Reduced -40.0k -40,042
86 PRUDENT INVESTORS NETWORK, INC. 8.39% of their portfolio LAKE FOREST, CA 354,901354.9k $34.2m $34.2m 8.39% Added +28.7k +28,675
87 Willis Johnson & Associates, Inc. 2.12% of their portfolio Houston, TX 354,508354.5k $34.2m $34.2m 2.12% Added +20.4k +20,371
88 Focus Financial Network, Inc. 1.19% of their portfolio MINNEAPOLIS, MN 344,850344.9k $33.3m $33.3m 1.19% Added +9.1k +9,059
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.19% of their portfolio Stamford, CT 336,525336.5k $32.5m $32.5m 0.19% Added +26.5k +26,546
90 Kingsview Wealth Management, LLC 0.49% of their portfolio GRANTS PASS, OR 332,891332.9k $32.1m $32.1m 0.49% Added +114.8k +114,822
91 Blue Edge Capital, LLC 4.41% of their portfolio RICHMOND, VA 322,130322.1k $31.1m $31.1m 4.41% Added +611 +611
92 FIRST FINANCIAL BANK - TRUST DIVISION 2.65% of their portfolio HAMILTON, OH 322,050322.1k $31.1m $31.1m 2.65% Added +12.7k +12,655
93 Banco Santander, S.A. 0.27% of their portfolio Madrid, U3 314,031314.0k $30.3m $30.3m 0.27% Reduced -102.3k -102,322
94 WEALTH MANAGEMENT RESOURCES, INC. 9.30% of their portfolio SMITHFIELD, RI 298,096298.1k $28.8m $28.8m 9.30% Added +5.9k +5,930
95 SACHEM HILL LLC 5.71% of their portfolio DENVER, CO 295,979296.0k $28.5m $28.5m 5.71% Reduced -2.1k -2,092
96 Farther Finance Advisors, LLC 0.42% of their portfolio SAN FRANCISCO, CA 290,845290.8k $28.1m $28.1m 0.42% Added +275.0k +275,024
97 Gunma Bank,Ltd. 8.76% of their portfolio GUNMA, M0 290,000290.0k $28.0m $28.0m 8.76% Unchanged
98 1607 Capital Partners, LLC 2.10% of their portfolio Richmond, VA 288,661288.7k $27.8m $27.8m 2.10% Reduced -42.5k -42,500
99 WEST PACES ADVISORS INC. 5.51% of their portfolio ATLANTA, GA 286,817286.8k $27.7m $27.7m 5.51% Added +21.1k +21,060
100 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 282,589282.6k $27.3m $27.3m 0.02% Reduced -5.2k -5,250