Vault-13

ISHARES TR IEF

7-10 YR TRSY BD · ETP · CUSIP 464287440

1,126 institutional holders +27 vs Q4 2025
452,107,598452.1m shares reported held*
$43.1bnreported value*
116 new 550 added 316 reduced 92 sold out net bought ≈ $3.3bn (+35.0m 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 ($61.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.38. Options: 19 managers hold calls ($1.7bn notional), 16 hold puts ($1.8bn).

Trends to Q1 2026

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: 1,009Q4 25: 1,099Q1 26: 1,1261,126Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 20251,099
Q1 20261,126

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q4 25: 567 bought or addedQ4 25: 417 cut or sold outQ1 26: 666 bought or addedQ1 26: 408 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024469398
Q3 2024564352
Q4 2024461476
Q1 2025545410
Q2 2025491483
Q3 2025561416
Q4 2025567417
Q1 2026666408

Calls vs puts

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

CallsPuts
$0$2bn$4bn$6bnQ2 25 calls: $2.1bnQ2 25 puts: $450.6mQ2 25P/C 0.22Q3 25 calls: $1.6bnQ3 25 puts: $1.5bnQ3 25P/C 0.95Q4 25 calls: $632.5mQ4 25 puts: $4.5bnQ4 25P/C 7.16Q1 26 calls: $1.7bnQ1 26 puts: $1.8bnQ1 26P/C 1.05
Numbers
QuarterCallsPutsP/C
Q2 2025$2.1bn$450.6m0.22
Q3 2025$1.6bn$1.5bn0.95
Q4 2025$632.5m$4.5bn7.16
Q1 2026$1.7bn$1.8bn1.05

Biggest buyers

Fisher Asset Management, LLC Added +12,212,510+12.2m
BANK OF AMERICA CORP /DE/ Added +9,414,689+9.4m
Richard Bernstein Advisors LLC New +3,673,879+3.7m
CITADEL ADVISORS LLC New +3,431,225+3.4m
AMERIPRISE FINANCIAL INC Added +3,426,784+3.4m
ROYAL BANK OF CANADA Added +2,421,315+2.4m
ENVESTNET ASSET MANAGEMENT INC Added +2,038,705+2.0m
BlackRock, Inc. Added +1,339,955+1.3m
RiverFront Investment Group, LLC Added +1,099,911+1.1m
Liberty Mutual Group Asset Management Inc. Added +923,748+923.7k

Biggest sellers

MORGAN STANLEY Reduced -4,258,280-4.3m
Mariner, LLC Reduced -1,860,315-1.9m
BANK OF MONTREAL /CAN/ Reduced -1,248,592-1.2m
AlphaQuest LLC Sold out -1,009,045-1.0m
COLDSTREAM CAPITAL MANAGEMENT INC Reduced -993,535-993.5k
Juniper Hill Capital Management LP Sold out -744,199-744.2k
ARMSTRONG ADVISORY GROUP, INC Reduced -687,582-687.6k
BARCLAYS PLC Reduced -672,288-672.3k
GenTrust, LLC Reduced -596,993-597.0k
CITIGROUP INC Reduced -486,432-486.4k

Biggest calls

JANE STREET GROUP, LLC Added $583.6m6.1m shares
GOLDMAN SACHS GROUP INC Added $258.5m2.7m shares
BARCLAYS PLC Added $233.8m2.5m shares
UBS Group AG New $128.0m1.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $99.3m1.0m shares
Dauntless Investment Group, LLC Not comparable $78.7m824.7k shares
CITADEL ADVISORS LLC Reduced $70.4m737.4k shares
Aptus Capital Advisors, LLC Reduced $67.1m703.0k shares
Centiva Capital, LP New $40.1m420.5k shares
Jain Global LLC New $33.4m350.0k shares

Biggest puts

JANE STREET GROUP, LLC Added $485.3m5.1m shares
GOLDMAN SACHS GROUP INC Reduced $452.1m4.7m shares
UBS Group AG Reduced $301.1m3.2m shares
BARCLAYS PLC Added $213.6m2.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $160.5m1.7m shares
CITADEL ADVISORS LLC Reduced $64.4m674.8k shares
Jain Global LLC New $33.4m350.0k shares
Point72 Asset Management, L.P. Added $23.7m247.8k shares
Verition Fund Management LLC New $19.1m200.0k shares
SIG BROKERAGE, LP New $17.6m184.8k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 4.76% of their portfolio PLANO, TX 147,045,481147.0m $14.0bn $14.0bn 4.76% Added +12.2m +12,212,510
2 FMR LLC 0.18% of their portfolio BOSTON, MA 35,047,71235.0m $3.3bn $3.3bn 0.18% Added +263.6k +263,637
3 JPMORGAN CHASE & CO 0.22% of their portfolio NEW YORK, NY 34,721,61434.7m $3.3bn $3.3bn 0.22% Added +531.7k +531,746
4 BANK OF AMERICA CORP /DE/ 0.16% of their portfolio CHARLOTTE, NC 22,900,07922.9m $2.2bn $2.2bn 0.16% Added +9.4m +9,414,689
5 AMERIPRISE FINANCIAL INC 0.41% of their portfolio MINNEAPOLIS, MN 18,510,55918.5m $1.8bn $1.8bn 0.41% Added +3.4m +3,426,784
6 ENVESTNET ASSET MANAGEMENT INC 0.38% of their portfolio Berwyn, PA 14,752,60214.8m $1.4bn $1.4bn 0.38% Added +2.0m +2,038,705
7 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 12,781,39112.8m $1.2bn $1.2bn 0.07% Reduced -4.3m -4,258,280
8 PNC Financial Services Group, Inc. 0.46% of their portfolio Pittsburgh, PA 8,428,7348.4m $804.4m $804.4m 0.46% Reduced -58.4k -58,376
9 RAYMOND JAMES FINANCIAL INC 0.20% of their portfolio ST. PETERSBURG, FL 6,801,3576.8m $649.1m $649.1m 0.20% Added +596.6k +596,643
10 Blue Trust, Inc. 7.07% of their portfolio BRENTWOOD, TN 6,475,9526.5m $618.1m $618.1m 7.07% Added +354.8k +354,797
11 LPL Financial LLC 0.15% of their portfolio FORT MILL, SC 5,958,0616.0m $568.6m $568.6m 0.15% Added +787.8k +787,841
12 CAPTRUST FINANCIAL ADVISORS 0.90% of their portfolio RALEIGH, NC 5,365,9825.4m $512.1m $512.1m 0.90% Reduced -415.0k -415,018
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.29% of their portfolio MILWAUKEE, WI 4,850,8564.9m $463.0m $463.0m 0.29% Added +242.1k +242,080
14 BANK OF MONTREAL /CAN/ 0.17% of their portfolio TORONTO, A6 4,424,7854.4m $422.3m $422.3m 0.17% Reduced -1.2m -1,248,592
15 UBS Group AG 0.07% of their portfolio ZURICH, V8 4,175,7294.2m $398.5m $398.5m 0.07% Added +4.3k +4,265
16 Richard Bernstein Advisors LLC 10.17% of their portfolio NEW YORK, NY 3,673,8793.7m $350.6m $350.6m 10.17% New
17 BlackRock, Inc. 0.01% of their portfolio New York, NY 3,641,3263.6m $347.5m $347.5m 0.01% Added +1.3m +1,339,955
18 CITADEL ADVISORS LLC 0.23% of their portfolio MIAMI, FL 3,431,2253.4m $327.5m $327.5m 0.23% New
19 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 3,388,2863.4m $323.4m $323.4m 0.06% Added +2.4m +2,421,315
20 Bank Julius Baer & Co. Ltd, Zurich 0.91% of their portfolio ZURICH, V8 3,163,7753.2m $302.0m $302.0m 0.91% Reduced -217.7k -217,683
21 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 3,045,2453.0m $290.6m $290.6m 0.06% Reduced -300.8k -300,750
22 Baird Financial Group, Inc. 0.41% of their portfolio MILWAUKEE, WI 2,724,4722.7m $260.0m $260.0m 0.41% Added +29.6k +29,587
23 ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio NASHVILLE, TN 2,565,3182.6m $246.7m $246.7m 0.08% Added +598.4k +598,446
24 Mutual Advisors, LLC 4.44% of their portfolio OMAHA, NE 2,169,8212.2m $207.1m $207.1m 4.44% Added +60.5k +60,484
25 TRUIST FINANCIAL CORP 0.25% of their portfolio CHARLOTTE, NC 1,913,8141.9m $182.7m $182.7m 0.25% Added +183.6k +183,558
26 Harvest Portfolios Group Inc. 2.99% of their portfolio Oakville, A6 1,897,3111.9m $181.1m $181.1m 2.99% Added +180.5k +180,454
27 Cerity Partners OCIO LLC 10.82% of their portfolio New York, NY 1,889,2141.9m $180.3m $180.3m 10.82% Reduced -171.6k -171,565
28 WEALTHCARE CAPITAL MANAGEMENT LLC 17.28% of their portfolio RICHMOND, VA 1,810,8031.8m $172.8m $172.8m 17.28% Reduced -133.5k -133,511
29 PEAVINE CAPITAL, LLC 37.90% of their portfolio RENO, NV 1,771,6901.8m $169.1m $169.1m 37.90% Reduced -34.3k -34,321
30 STIFEL FINANCIAL CORP 0.13% of their portfolio ST. LOUIS, MO 1,538,7631.5m $146.9m $146.9m 0.13% Added +116.6k +116,614
31 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 1,415,2681.4m $135.1m $135.1m 0.14% Added +275.8k +275,814
32 ASSETMARK, INC 0.26% of their portfolio CONCORD, CA 1,336,0591.3m $127.5m $127.5m 0.26% Added +328.3k +328,290
33 Focus Partners Wealth 0.14% of their portfolio ST LOUIS, MO 1,307,1681.3m $124.8m $124.8m 0.14% Reduced -46.5k -46,519
34 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 1,288,7901.3m $123.0m $123.0m 0.30% Added +174.8k +174,811
35 Members Trust Co 4.02% of their portfolio TAMPA, FL 1,268,8471.3m $121.1m $121.1m 4.02% Added +35.5k +35,547
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.26% of their portfolio PLYMOUTH, MN 1,218,9011.2m $116.1m $116.1m 0.26% Reduced -465.6k -465,558
37 Liberty Mutual Group Asset Management Inc. 9.03% of their portfolio Boston, MA 1,182,5071.2m $112.9m $112.9m 9.03% Added +923.7k +923,748
38 RiverFront Investment Group, LLC 1.64% of their portfolio RICHMOND, VA 1,110,1251.1m $106.0m $106.0m 1.64% Added +1.1m +1,099,911
39 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,092,4141.1m $104.3m $104.3m 0.01% Added +417.8k +417,818
40 Wealthcare Advisory Partners LLC 1.99% of their portfolio WEST CHESTER, PA 1,072,0461.1m $102.3m $102.3m 1.99% Added +304.6k +304,581
41 Ally Invest Advisors Inc. 6.87% of their portfolio CHARLOTTE, NC 1,070,1581.1m $102.1m $102.1m 6.87% Added +71.6k +71,608
42 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 1,002,9231.0m $95.7m $95.7m 0.25% Added +247.3k +247,336
43 COLDSTREAM CAPITAL MANAGEMENT INC 1.16% of their portfolio BELLEVUE, WA 990,423990.4k $94.5m $94.5m 1.16% Reduced -993.5k -993,535
44 Cerity Partners LLC 0.13% of their portfolio NEW YORK, NY 983,964984.0k $93.9m $93.9m 0.13% Added +12.7k +12,657
45 GREENLEAF TRUST 0.90% of their portfolio KALAMAZOO, MI 959,941959.9k $91.6m $91.6m 0.90% Added +190.4k +190,400
46 Avalon Advisory Group 35.62% of their portfolio Wexford, PA 925,015925.0k $88.3m $88.3m 35.62% Added +37.0k +36,996
47 3EDGE Asset Management, LP 4.13% of their portfolio Naples, FL 894,281894.3k $85.4m $85.4m 4.13% Added +79.0k +79,030
48 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.66% of their portfolio TOKYO, M0 855,197855.2k $81.6m $81.6m 1.66% Added +22.3k +22,348
49 GREENWOOD GEARHART LLC 4.12% of their portfolio FAYETTEVILLE, AR 798,912798.9k $76.2m $76.2m 4.12% Added +69.6k +69,634
50 WestEnd Advisors, LLC 1.80% of their portfolio CHARLOTTE, NC 779,648779.6k $74.4m $74.4m 1.80% Added +22.6k +22,570
51 MATAURO, LLC 10.55% of their portfolio NEW YORK, NY 764,661764.7k $73.0m $73.0m 10.55% Added +72.8k +72,842
52 AIA Group Ltd 1.06% of their portfolio HONG KONG, K3 763,695763.7k $72.9m $72.9m 1.06% Added +133.3k +133,350
53 Raub Brock Capital Management LP 18.42% of their portfolio LARKSPUR, CA 762,422762.4k $72.8m $72.8m 18.42% Reduced -23.4k -23,379
54 CenturyLink Investment Management Co 28.28% of their portfolio DENVER, CO 746,500746.5k $71.2m $71.2m 28.28% New
55 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 704,626704.6k $67.2m $67.2m 0.12% Reduced -274.6k -274,568
56 MML INVESTORS SERVICES, LLC 0.17% of their portfolio SPRINGFIELD, MA 652,522652.5k $62.3m $62.3m 0.17% Added +100.3k +100,346
57 MAI Capital Management 0.34% of their portfolio INDEPENDENCE, OH 627,232627.2k $59.9m $59.9m 0.34% Added +40.3k +40,312
58 Garde Capital, Inc. 3.48% of their portfolio SEATTLE, WA 609,268609.3k $58.1m $58.1m 3.48% New
59 Arkos Global Advisors 7.20% of their portfolio HOUSTON, TX 601,226601.2k $57.4m $57.4m 7.20% Added +3.0k +2,951
60 PRUDENT INVESTORS NETWORK, INC. 11.44% of their portfolio LAKE FOREST, CA 550,348550.3k $52.5m $52.5m 11.44% Added +132.1k +132,107
61 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.96% of their portfolio BOSTON, MA 544,561544.6k $52.0m $52.0m 1.96% Added +44.4k +44,369
62 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 534,295534.3k $51.0m $51.0m 0.05% Added +233.2k +233,238
63 Bogart Wealth, LLC 1.95% of their portfolio MCLEAN, VA 528,262528.3k $50.4m $50.4m 1.95% Added +20.0k +19,992
64 NorthRock Partners, LLC 0.81% of their portfolio MINNEAPOLIS, MN 524,082524.1k $50.0m $50.0m 0.81% Added +115.9k +115,889
65 PATTON FUND MANAGEMENT, INC. 8.26% of their portfolio New York, NY 509,552509.6k $48.6m $48.6m 8.26% Added +28.1k +28,073
66 Twele Capital Management, Inc. 8.46% of their portfolio MINNETONKA, MN 497,065497.1k $47.4m $47.4m 8.46% Added +4.9k +4,927
67 GenWealth Group, Inc. 7.99% of their portfolio Maplewood, NJ 489,306489.3k $46.7m $46.7m 7.99% Added +32.1k +32,110
68 LifeGuide Financial Advisors, LLC 14.28% of their portfolio MECHANICSBURG, PA 468,039468.0k $44.7m $44.7m 14.28% Added +29.0k +29,047
69 Leo Wealth, LLC 3.22% of their portfolio HURST, TX 464,602464.6k $44.3m $44.3m 3.22% Added +46.6k +46,650
70 Mirae Asset Global Investments Co., Ltd. 0.12% of their portfolio SEOUL, M5 451,933451.9k $43.1m $43.1m 0.12% Reduced -17.0k -17,009
71 Community Financial Services Group, LLC 7.40% of their portfolio NEWPORT, VT 442,134442.1k $42.0m $42.0m 7.40% Added +23.4k +23,436
72 Ironwood Wealth Management, LLC. 12.05% of their portfolio CHANDLER, AZ 440,202440.2k $42.0m $42.0m 12.05% Added +9.3k +9,333
73 Sompo Asset Management Co., Ltd. 7.50% of their portfolio Tokyo, M0 428,240428.2k $40.9m $40.9m 7.50% Added +6.7k +6,677
74 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.20% of their portfolio Stamford, CT 426,317426.3k $40.7m $40.7m 0.20% Added +49.0k +49,049
75 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 422,495422.5k $40.3m $40.3m 0.06% Reduced -395.1k -395,136
76 Beacon Wealthcare LLC 13.90% of their portfolio RALEIGH, NC 412,988413.0k $39.4m $39.4m 13.90% Added +7.5k +7,510
77 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 408,485408.5k $39.0m $39.0m 0.05% Added +71.0k +71,018
78 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 399,797399.8k $38.2m $38.2m 0.02% Reduced -282.5k -282,489
79 Kestra Advisory Services, LLC 0.14% of their portfolio AUSTIN, TX 394,006394.0k $37.6m $37.6m 0.14% Added +29.9k +29,876
80 Focus Financial Network, Inc. 1.31% of their portfolio MINNEAPOLIS, MN 383,634383.6k $36.6m $36.6m 1.31% Added +13.2k +13,193
81 NewEdge Advisors, LLC 0.13% of their portfolio NEW ORLEANS, LA 369,077369.1k $35.2m $35.2m 0.13% Reduced -9.0k -8,955
82 IFP Advisors, Inc 0.70% of their portfolio TAMPA, FL 354,092354.1k $33.8m $33.8m 0.70% Added +87.2k +87,165
83 FIRST FINANCIAL BANK - TRUST DIVISION 2.71% of their portfolio HAMILTON, OH 353,112353.1k $33.7m $33.7m 2.71% Added +9.2k +9,232
84 Magnolia Private Wealth, LLC 1.31% of their portfolio PHILADELPHIA, PA 347,771347.8k $2.0m $2.0m 1.31% Added +332.8k +332,796
85 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 346,576346.6k $33.1m $33.1m 0.01% Added +72.5k +72,491
86 Summit Global Investments 1.95% of their portfolio BOUNTIFUL, UT 346,492346.5k $33.1m $33.1m 1.95% Added +286.4k +286,405
87 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 345,937345.9k $33.0m $33.0m 0.02% Reduced -486.4k -486,432
88 Blue Edge Capital, LLC 4.37% of their portfolio RICHMOND, VA 344,363344.4k $32.9m $32.9m 4.37% Added +9.5k +9,453
89 Banco Santander, S.A. 0.26% of their portfolio Madrid, U3 337,380337.4k $32.2m $32.2m 0.26% Added +148.3k +148,319
90 Joule Financial, LLC 9.13% of their portfolio Lexington, KY 328,296328.3k $31.3m $31.3m 9.13% Added +44.1k +44,085
91 BROWN ADVISORY INC 0.05% of their portfolio BALTIMORE, MD 325,298325.3k $31.0m $31.0m 0.05% Added +65.5k +65,491
92 Mariner, LLC 0.04% of their portfolio Overland Park, KS 317,312317.3k $30.3m $30.3m 0.04% Reduced -1.9m -1,860,315
93 SACHEM HILL LLC 5.82% of their portfolio DENVER, CO 314,918314.9k $30.1m $30.1m 5.82% Added +14.1k +14,092
94 FIFTH THIRD BANCORP 0.05% of their portfolio CINCINNATI, OH 312,569312.6k $29.8m $29.8m 0.05% Added +115.6k +115,583
95 Rafferty Asset Management, LLC 0.12% of their portfolio New York, NY 306,692306.7k $29.3m $29.3m 0.12% Reduced -141.3k -141,298
96 WEST PACES ADVISORS INC. 5.64% of their portfolio ATLANTA, GA 305,140305.1k $29.1m $29.1m 5.64% Added +12.7k +12,678
97 Virtue Capital Management, LLC 4.34% of their portfolio BRENTWOOD, TN 299,377299.4k $28.5m $28.5m 4.34% Added +11.4k +11,382
98 Farther Finance Advisors, LLC 0.26% of their portfolio SAN FRANCISCO, CA 294,845294.8k $28.0m $28.0m 0.26% Reduced -19.8k -19,807
99 WEALTH MANAGEMENT RESOURCES, INC. 9.74% of their portfolio SMITHFIELD, RI 293,058293.1k $28.0m $28.0m 9.74% Added +1.0k +1,010
100 Kingsview Wealth Management, LLC 0.38% of their portfolio GRANTS PASS, OR 292,002292.0k $27.9m $27.9m 0.38% Reduced -76.0k -76,022