Vault-13

ISHARES TR IEF

7-10 YR TRSY BD · ETP · CUSIP 464287440

1,144 institutional holders +18 vs Q1 2026
459,089,447459.1m shares reported held*
$43.4bnreported value*
134 new 469 added 391 reduced 99 sold out net bought ≈ $909.2m (+9.9m 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 ($67.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.57. Options: 18 managers hold calls ($1.0bn notional), 16 hold puts ($1.3bn).

Trends to Q2 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: 1,126Q2 26: 1,1441,144Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,144

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 561 bought or addedQ3 25: 416 cut or sold outQ4 25: 567 bought or addedQ4 25: 417 cut or sold outQ4 25Q1 26: 666 bought or addedQ1 26: 408 cut or sold outQ2 26: 603 bought or addedQ2 26: 490 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024564352
Q4 2024461476
Q1 2025545410
Q2 2025491483
Q3 2025561416
Q4 2025567417
Q1 2026666408
Q2 2026603490

Calls vs puts

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

CallsPuts
$0$2bn$4bn$6bnQ3 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 1.05Q2 26 calls: $1.0bnQ2 26 puts: $1.3bnQ2 26P/C 1.21
Numbers
QuarterCallsPutsP/C
Q3 2025$1.6bn$1.5bn0.95
Q4 2025$632.5m$4.5bn7.16
Q1 2026$1.7bn$1.8bn1.05
Q2 2026$1.0bn$1.3bn1.21

Biggest buyers

Fisher Asset Management, LLC Added +13,918,672+13.9m
MORGAN STANLEY Added +1,611,525+1.6m
UBS Group AG Added +1,244,681+1.2m
McElhenny Sheffield Capital Management, LLC New +1,017,476+1.0m
CITIGROUP INC Added +938,828+938.8k
MOORE CAPITAL MANAGEMENT, LP New +770,000+770.0k
Blue Trust, Inc. Added +763,177+763.2k
RAYMOND JAMES FINANCIAL INC Added +742,823+742.8k
ENVESTNET ASSET MANAGEMENT INC Added +630,060+630.1k
Cambridge Investment Research Advisors, Inc. Added +622,491+622.5k

Biggest sellers

FMR LLC Reduced -10,867,310-10.9m
CITADEL ADVISORS LLC Sold out -3,431,225-3.4m
ROYAL BANK OF CANADA Reduced -2,062,535-2.1m
BANK OF AMERICA CORP /DE/ Reduced -1,592,746-1.6m
ASSETMARK, INC Reduced -745,230-745.2k
ALLIANCEBERNSTEIN L.P. Reduced -499,565-499.6k
JPMORGAN CHASE & CO Reduced -463,528-463.5k
Blue Edge Capital, LLC Reduced -334,219-334.2k
Qube Research & Technologies Ltd Sold out -261,978-262.0k
Farther Finance Advisors, LLC Reduced -257,081-257.1k

Biggest calls

JANE STREET GROUP, LLC Reduced $403.3m4.3m shares
CITADEL ADVISORS LLC Added $114.5m1.2m shares
BARCLAYS PLC Reduced $104.0m1.1m shares
Aptus Capital Advisors, LLC Added $100.7m1.1m shares
GOLDMAN SACHS GROUP INC Reduced $71.4m755.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $61.5m650.3k shares
CITIGROUP INC New $47.3m500.0k shares
Kapitalo Investimentos Ltda New $28.4m300.0k shares
Schonfeld Strategic Advisors LLC Unchanged $28.4m300.0k shares
UBS Group AG Reduced $21.7m229.4k shares

Biggest puts

JANE STREET GROUP, LLC Added $695.8m7.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $257.5m2.7m shares
UBS Group AG Reduced $98.6m1.0m shares
CITIGROUP INC New $47.3m500.0k shares
CITADEL ADVISORS LLC Reduced $35.7m377.2k shares
GOLDMAN SACHS GROUP INC Reduced $35.5m375.1k shares
Schonfeld Strategic Advisors LLC New $28.4m300.0k shares
NOMURA HOLDINGS INC New $14.2m150.0k shares
Edenbrook Capital, LLC New $14.1m150.0k shares
BARCLAYS PLC Reduced $9.5m100.0k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 4.53% of their portfolio PLANO, TX 160,964,153161.0m $15.2bn $15.2bn 4.53% Added +13.9m +13,918,672
2 JPMORGAN CHASE & CO 0.19% of their portfolio NEW YORK, NY 34,258,08634.3m $3.3bn $3.3bn 0.19% Reduced -463.5k -463,528
3 FMR LLC 0.10% of their portfolio BOSTON, MA 24,180,40224.2m $2.3bn $2.3bn 0.10% Reduced -10.9m -10,867,310
4 BANK OF AMERICA CORP /DE/ 0.13% of their portfolio CHARLOTTE, NC 21,307,33321.3m $2.0bn $2.0bn 0.13% Reduced -1.6m -1,592,746
5 AMERIPRISE FINANCIAL INC 0.36% of their portfolio MINNEAPOLIS, MN 18,527,89418.5m $1.8bn $1.8bn 0.36% Added +17.3k +17,335
6 ENVESTNET ASSET MANAGEMENT INC 0.34% of their portfolio Berwyn, PA 15,382,66215.4m $1.5bn $1.5bn 0.34% Added +630.1k +630,060
7 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 14,392,91614.4m $1.4bn $1.4bn 0.07% Added +1.6m +1,611,525
8 PNC Financial Services Group, Inc. 0.41% of their portfolio Pittsburgh, PA 8,734,3108.7m $826.0m $826.0m 0.41% Added +305.6k +305,576
9 RAYMOND JAMES FINANCIAL INC 0.19% of their portfolio ST. PETERSBURG, FL 7,544,1807.5m $713.5m $713.5m 0.19% Added +742.8k +742,823
10 Blue Trust, Inc. 7.18% of their portfolio BRENTWOOD, TN 7,239,1297.2m $684.6m $684.6m 7.18% Added +763.2k +763,177
11 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 6,108,4546.1m $577.7m $577.7m 0.13% Added +150.4k +150,393
12 CAPTRUST FINANCIAL ADVISORS 0.84% of their portfolio RALEIGH, NC 5,768,2695.8m $545.5m $545.5m 0.84% Added +402.3k +402,287
13 UBS Group AG 0.08% of their portfolio ZURICH, V8 5,420,4105.4m $512.6m $512.6m 0.08% Added +1.2m +1,244,681
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.26% of their portfolio MILWAUKEE, WI 5,068,0135.1m $479.3m $479.3m 0.26% Added +217.2k +217,157
15 BANK OF MONTREAL /CAN/ 0.15% of their portfolio TORONTO, A6 4,300,1204.3m $406.7m $406.7m 0.15% Reduced -124.7k -124,665
16 BlackRock, Inc. 0.01% of their portfolio New York, NY 3,917,9573.9m $370.5m $370.5m 0.01% Added +276.6k +276,631
17 Bank Julius Baer & Co. Ltd, Zurich 0.82% of their portfolio ZURICH, V8 3,325,3163.3m $315.9m $315.9m 0.82% Added +161.5k +161,541
18 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 3,204,4903.2m $303.0m $303.0m 0.05% Added +159.2k +159,245
19 Baird Financial Group, Inc. 0.35% of their portfolio MILWAUKEE, WI 2,666,5972.7m $252.2m $252.2m 0.35% Reduced -57.9k -57,875
20 Mutual Advisors, LLC 4.48% of their portfolio OMAHA, NE 2,512,9562.5m $237.7m $237.7m 4.48% Added +343.1k +343,135
21 ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio NASHVILLE, TN 2,065,7532.1m $197.2m $197.2m 0.07% Reduced -499.6k -499,565
22 PEAVINE CAPITAL, LLC 39.75% of their portfolio RENO, NV 1,982,1212.0m $187.4m $187.4m 39.75% Added +210.4k +210,431
23 WEALTHCARE CAPITAL MANAGEMENT LLC 16.54% of their portfolio RICHMOND, VA 1,843,0451.8m $174.3m $174.3m 16.54% Added +32.2k +32,242
24 Harvest Portfolios Group Inc. 2.46% of their portfolio Oakville, A6 1,841,4991.8m $174.2m $174.2m 2.46% Reduced -55.8k -55,812
25 Cerity Partners OCIO LLC 8.70% of their portfolio New York, NY 1,817,3371.8m $171.9m $171.9m 8.70% Reduced -71.9k -71,877
26 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 1,816,8981.8m $171.8m $171.8m 0.14% Added +278.1k +278,135
27 Jupiter Topco LLC 0.07% of their portfolio NEW YORK, NY 1,787,9091.8m $169.1m $169.1m 0.07% First filing
28 TRUIST FINANCIAL CORP 0.20% of their portfolio CHARLOTTE, NC 1,783,9011.8m $168.7m $168.7m 0.20% Reduced -129.9k -129,913
29 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 1,625,4141.6m $153.7m $153.7m 0.17% Added +622.5k +622,491
30 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,602,2391.6m $151.5m $151.5m 0.02% Added +509.8k +509,825
31 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 1,436,1901.4m $135.8m $135.8m 0.12% Added +20.9k +20,922
32 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 1,371,2601.4m $129.7m $129.7m 0.25% Added +82.5k +82,470
33 AIA Group Ltd 1.61% of their portfolio HONG KONG, K3 1,350,5271.4m $127.7m $127.7m 1.61% Added +586.8k +586,832
34 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,325,7511.3m $125.4m $125.4m 0.02% Reduced -2.1m -2,062,535
35 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,294,9031.3m $122.5m $122.5m 0.13% Reduced -12.3k -12,265
36 CITIGROUP INC 0.06% of their portfolio NEW YORK, NY 1,284,7651.3m $121.5m $121.5m 0.06% Added +938.8k +938,828
37 Members Trust Co 3.71% of their portfolio TAMPA, FL 1,259,2271.3m $119.1m $119.1m 3.71% Reduced -9.6k -9,620
38 Liberty Mutual Group Asset Management Inc. 9.76% of their portfolio Boston, MA 1,182,5071.2m $111.8m $111.8m 9.76% Unchanged
39 RiverFront Investment Group, LLC 1.45% of their portfolio RICHMOND, VA 1,161,0821.2m $109.8m $109.8m 1.45% Added +51.0k +50,957
40 Ally Invest Advisors Inc. 6.42% of their portfolio CHARLOTTE, NC 1,124,5961.1m $106.4m $106.4m 6.42% Added +54.4k +54,438
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 1,072,8391.1m $100.4m $100.4m 0.17% Reduced -146.1k -146,062
42 GREENLEAF TRUST 0.97% of their portfolio KALAMAZOO, MI 1,064,4921.1m $100.7m $100.7m 0.97% Added +104.6k +104,551
43 Cerity Partners LLC 0.12% of their portfolio NEW YORK, NY 1,061,6241.1m $100.4m $100.4m 0.12% Added +77.7k +77,660
44 COLDSTREAM CAPITAL MANAGEMENT INC 1.23% of their portfolio BELLEVUE, WA 1,037,1881.0m $98.1m $98.1m 1.23% Added +46.8k +46,765
45 McElhenny Sheffield Capital Management, LLC 23.83% of their portfolio DALLAS, TX 1,017,4761.0m $96.2m $96.2m 23.83% New
46 Wealthcare Advisory Partners LLC 1.81% of their portfolio WEST CHESTER, PA 1,008,4381.0m $95.4m $95.4m 1.81% Reduced -63.6k -63,608
47 Avalon Advisory Group 32.52% of their portfolio Wexford, PA 931,110931.1k $88.1m $88.1m 32.52% Added +6.1k +6,095
48 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.58% of their portfolio TOKYO, M0 877,332877.3k $83.0m $83.0m 1.58% Added +22.1k +22,135
49 GREENWOOD GEARHART LLC 3.76% of their portfolio FAYETTEVILLE, AR 854,092854.1k $80.8m $80.8m 3.76% Added +55.2k +55,180
50 WestEnd Advisors, LLC 1.80% of their portfolio CHARLOTTE, NC 852,633852.6k $80.6m $80.6m 1.80% Added +73.0k +72,985
51 3EDGE Asset Management, LP 3.56% of their portfolio Naples, FL 843,322843.3k $79.8m $79.8m 3.56% Reduced -51.0k -50,959
52 MATAURO, LLC 10.29% of their portfolio NEW YORK, NY 823,365823.4k $77.9m $77.9m 10.29% Added +58.7k +58,704
53 MML INVESTORS SERVICES, LLC 0.15% of their portfolio SPRINGFIELD, MA 771,426771.4k $73.0m $73.0m 0.15% Added +118.9k +118,904
54 MOORE CAPITAL MANAGEMENT, LP 1.66% of their portfolio NEW YORK, NY 770,000770.0k $72.8m $72.8m 1.66% New
55 CenturyLink Investment Management Co 54.73% of their portfolio DENVER, CO 746,500746.5k $70.6m $70.6m 54.73% Unchanged
56 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 743,484743.5k $70.3m $70.3m 0.07% Added +209.2k +209,189
57 Raub Brock Capital Management LP 19.29% of their portfolio LARKSPUR, CA 741,129741.1k $70.1m $70.1m 19.29% Reduced -21.3k -21,293
58 SG Americas Securities, LLC 0.04% of their portfolio NEW YORK, NY 695,911695.9k $65.8m $65.8m 0.04% Added +542.3k +542,268
59 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 687,507687.5k $65.0m $65.0m 0.10% Reduced -17.1k -17,119
60 NorthRock Partners, LLC 0.91% of their portfolio MINNEAPOLIS, MN 662,231662.2k $62.6m $62.6m 0.91% Added +138.1k +138,149
61 Garde Capital, Inc. 2.71% of their portfolio SEATTLE, WA 640,024640.0k $60.5m $60.5m 2.71% Added +30.8k +30,756
62 Betterment LLC 0.10% of their portfolio NEW YORK, NY 597,634597.6k $56.5m $56.5m 0.10% Added +429.6k +429,636
63 Envestnet Portfolio Solutions, Inc. 0.27% of their portfolio BERWYN, PA 595,640595.6k $56.3m $56.3m 0.27% Added +317.2k +317,250
64 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 590,829590.8k $55.9m $55.9m 0.10% Reduced -745.2k -745,230
65 Arkos Global Advisors 6.59% of their portfolio HOUSTON, TX 588,479588.5k $55.7m $55.7m 6.59% Reduced -12.7k -12,747
66 PRUDENT INVESTORS NETWORK, INC. 10.73% of their portfolio LAKE FOREST, CA 585,975586.0k $55.4m $55.4m 10.73% Added +35.6k +35,627
67 EASTERN BANK 0.83% of their portfolio BOSTON, MA 570,453570.5k $53.9m $53.9m 0.83% Added +557.3k +557,297
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio BALA CYNWYD, PA 560,805560.8k $53.0m $53.0m 0.05% Added +509.7k +509,653
69 Bogart Wealth, LLC 1.81% of their portfolio MCLEAN, VA 558,248558.2k $52.8m $52.8m 1.81% Added +30.0k +29,986
70 Twele Capital Management, Inc. 8.37% of their portfolio MINNETONKA, MN 541,981542.0k $51.3m $51.3m 8.37% Added +44.9k +44,916
71 PATTON FUND MANAGEMENT, INC. 10.69% of their portfolio New York, NY 522,470522.5k $49.4m $49.4m 10.69% Added +12.9k +12,918
72 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.71% of their portfolio BOSTON, MA 513,242513.2k $48.5m $48.5m 1.71% Reduced -31.3k -31,319
73 GenWealth Group, Inc. 7.51% of their portfolio Maplewood, NJ 509,980510.0k $48.2m $48.2m 7.51% Added +20.7k +20,674
74 LifeGuide Financial Advisors, LLC 13.63% of their portfolio MECHANICSBURG, PA 506,239506.2k $47.9m $47.9m 13.63% Added +38.2k +38,200
75 Ironwood Wealth Management, LLC. 10.07% of their portfolio CHANDLER, AZ 480,303480.3k $45.4m $45.4m 10.07% Added +40.1k +40,101
76 Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio SEOUL, M5 473,040473.0k $44.7m $44.7m 0.09% Added +21.1k +21,107
77 Sompo Asset Management Co., Ltd. 7.34% of their portfolio Tokyo, M0 473,019473.0k $44.7m $44.7m 7.34% Added +44.8k +44,779
78 EVERGREEN CAPITAL MANAGEMENT LLC 0.78% of their portfolio Bellevue, WA 470,944470.9k $44.5m $44.5m 0.78% Added +409.2k +409,163
79 IFP Advisors, Inc 0.80% of their portfolio TAMPA, FL 467,027467.0k $44.2m $44.2m 0.80% Added +112.9k +112,935
80 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.20% of their portfolio Stamford, CT 461,576461.6k $43.7m $43.7m 0.20% Added +35.3k +35,259
81 MAI Capital Management 0.16% of their portfolio INDEPENDENCE, OH 455,680455.7k $43.1m $43.1m 0.16% Reduced -171.6k -171,552
82 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 435,844435.8k $41.2m $41.2m 0.02% Added +36.0k +36,047
83 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 433,409433.4k $41.0m $41.0m 0.02% Added +169.3k +169,253
84 Beacon Wealthcare LLC 12.73% of their portfolio RALEIGH, NC 419,938419.9k $39.7m $39.7m 12.73% Added +7.0k +6,950
85 Virtue Capital Management, LLC 5.30% of their portfolio BRENTWOOD, TN 419,798419.8k $39.7m $39.7m 5.30% Added +120.4k +120,421
86 Focus Financial Network, Inc. 1.19% of their portfolio MINNEAPOLIS, MN 405,791405.8k $38.4m $38.4m 1.19% Added +22.2k +22,157
87 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 395,637395.6k $37.4m $37.4m 0.12% Added +1.6k +1,631
88 Community Financial Services Group, LLC 5.33% of their portfolio NEWPORT, VT 389,041389.0k $36.6m $36.6m 5.33% Reduced -53.1k -53,093
89 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 386,100386.1k $36.5m $36.5m 0.04% Reduced -36.4k -36,395
90 Summit Global Investments 1.99% of their portfolio BOUNTIFUL, UT 385,680385.7k $36.5m $36.5m 1.99% Added +39.2k +39,188
91 FIRST FINANCIAL BANK - TRUST DIVISION 2.59% of their portfolio HAMILTON, OH 384,021384.0k $36.3m $36.3m 2.59% Added +30.9k +30,909
92 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 382,730382.7k $36.2m $36.2m 0.11% Added +13.7k +13,653
93 Portland Global Advisors LLC 3.33% of their portfolio PORTLAND, ME 370,555370.6k $35.0m $35.0m 3.33% Added +181.8k +181,784
94 Haverford Trust Co 0.29% of their portfolio Radnor, PA 359,936359.9k $34.0m $34.0m 0.29% Added +169.3k +169,274
95 TPG Financial Advisors, LLC 10.16% of their portfolio PORTLAND, OR 359,592359.6k $34.0m $34.0m 10.16% Added +102.7k +102,688
96 Magnolia Private Wealth, LLC 1.40% of their portfolio PHILADELPHIA, PA 354,106354.1k $2.6m $2.6m 1.40% Added +6.3k +6,335
97 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 333,592333.6k $31.5m $31.5m 0.02% Added +324.6k +324,642
98 Karpus Management, Inc. 0.90% of their portfolio Pittsford, NY 331,612331.6k $31.4m $31.4m 0.90% Added +304.4k +304,401
99 Joule Financial, LLC 8.38% of their portfolio Lexington, KY 326,912326.9k $30.9m $30.9m 8.38% Reduced -1.4k -1,384
100 SACHEM HILL LLC 5.46% of their portfolio DENVER, CO 324,839324.8k $30.7m $30.7m 5.46% Added +9.9k +9,921