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iShares 7-10 Year Treasury Bond ETF (IEF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Current
Institutional Ownership
Percentage
81.48%
Number of
Institutional Buyers
(last 12 months)
657
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
407
Total
Institutional Outflows
(last 12 months)
$5.00B
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IEF Institutional Buying and Selling by Quarter

iShares 7-10 Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC262,665$24.86M0.1%+7.2%0.086%
5/24/2024 Cetera Advisors LLC129,869$12.29M0.1%+119.4%0.042%
5/24/2024 Cetera Investment Advisers511,256$48.40M0.1%+206.7%0.167%
5/24/2024Invst LLC2,821$264K0.0%-22.2%0.001%
5/21/2024 Atria Investments Inc73,343$6.94M0.1%+10.8%0.024%
5/20/2024Strategic Wealth Partners Ltd.6,349$601K0.1%+10.5%0.002%
5/17/2024 First Citizens Asset Management Inc.5,763$546K0.2%-9.0%0.002%
5/17/2024 William Howard & Co Financial Advisors Inc176,781$16.73M15.7%N/A0.058%
5/17/2024 Beacon Capital Management LLC776$73K0.0%+171.3%0.000%
5/17/2024 Semmax Financial Advisors Inc.68,847$6.38M2.1%+4.2%0.022%
5/17/2024 Pineridge Advisors LLC139,737$13.23M4.7%-1.6%0.046%
5/17/2024 Comerica Bank133,422$12.63M0.1%+11.1%0.044%
5/17/2024 Tidal Investments LLC7,082$670K0.0%N/A0.002%
5/16/2024 Jane Street Group LLC190,342$18.02M0.0%-51.8%0.062%
5/16/2024 B. Riley Wealth Advisors Inc.4,867$446K0.0%-76.7%0.002%
5/16/2024 High Falls Advisors Inc6,248$591K0.1%-8.3%0.002%
5/16/2024 Prudent Investors Network Inc.290,670$27.52M10.4%N/A0.095%
5/16/2024 WPWealth LLP7,223$684K0.2%+89.7%0.002%
5/16/2024 Kinloch Capital LLC4,824$457K0.2%+18.4%0.002%
5/16/2024 Captrust Financial Advisors6,292,590$595.66M2.0%+11.8%2.054%
5/16/2024 Ashford Capital Management Inc.112,173$10.62M1.4%+16.2%0.037%
5/15/2024 Ascent Group LLC9,167$868K0.1%-3.4%0.003%
5/15/2024 Blue Edge Capital LLC176,623$16.72M2.8%+2.4%0.058%
5/15/2024 BOKF NA1,144$107K0.0%-29.1%0.000%
5/15/2024 Kestra Advisory Services LLC146,508$13.87M0.1%-9.7%0.048%
5/15/2024 Lazard Asset Management LLC47,444$4.49M0.0%+3.3%0.015%
5/15/2024 1832 Asset Management L.P.39,662$3.75M0.0%+3.0%0.013%
5/14/2024 JT Stratford LLC13,131$1.24M0.2%+6.3%0.004%
5/14/2024 Cadence Bank10,612$1.01M0.1%-16.7%0.003%
5/14/2024 Advisors Asset Management Inc.1,733$164K0.0%+161.8%0.001%
5/14/2024 Axxcess Wealth Management LLC12,281$1.16M0.0%-90.9%0.004%
5/14/2024 CreativeOne Wealth LLC4,008$380K0.0%-7.0%0.001%
5/14/2024 Northwest Wealth Management LLC3,857$365K0.1%-12.9%0.001%
5/14/2024 Burns Matteson Capital Management LLC23,906$2.26M1.3%N/A0.008%
5/14/2024 Karpus Management Inc.14,420$1.37M0.0%-34.6%0.005%
5/14/2024 Natixis1,853$175K0.0%N/A0.001%
5/14/2024 Pitcairn Co.4,213$399K0.0%-79.6%0.001%
5/14/2024 Lake Street Advisors Group LLC7,214$683K0.0%N/A0.002%
5/13/2024 Atlanta Consulting Group Advisors LLC456$43K0.0%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC1,313,000$124.29M2.0%-27.1%0.429%
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5/13/2024 O Shaughnessy Asset Management LLC157,532$14.91M0.2%+302.5%0.051%
5/11/2024 Spreng Capital Management Inc.46,462$4.40M2.4%-5.5%0.015%
5/11/2024 Trustmark National Bank Trust Department175,034$16.57M1.4%+58.2%0.057%
5/11/2024 Jacobi Capital Management LLC3,359$318K0.0%+8.8%0.001%
5/11/2024 Retirement Financial Solutions LLC145,001$13.73M7.1%+5.7%0.047%
5/11/2024 Patten & Patten Inc. TN7,470$707K0.1%N/A0.002%
5/10/2024 Osaic Holdings Inc.297,725$28.18M0.1%-24.8%0.097%
5/10/2024 JPMorgan Chase & Co.14,984,545$1.42B0.1%-25.3%4.891%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp153,482$14.53M0.0%+0.7%0.050%
5/10/2024 First Foundation Advisors139,704$13.22M0.5%+31.5%0.046%
5/10/2024 Banco Santander S.A.341,665$32.34M0.4%-29.0%0.112%
5/10/2024 GM Advisory Group LLC2,119$201K0.0%N/A0.001%
5/10/2024 Nwam LLC6,750$628K0.1%-56.9%0.002%
5/9/2024 Leo Wealth LLC314,764$29.54M3.0%+10.6%0.103%
5/9/2024 Private Portfolio Partners LLC185,545$17.56M3.7%+7.0%0.061%
5/9/2024 Blair William & Co. IL10,744$1.02M0.0%-1.4%0.004%
5/9/2024 Orion Portfolio Solutions LLC107,551$10.18M0.1%+37.3%0.035%
5/9/2024 Picton Mahoney Asset Management17,370$1.64M0.0%-5.4%0.006%
5/9/2024 HBK Sorce Advisory LLC5,093$482K0.0%+24.4%0.002%
5/9/2024 Midwest Professional Planners LTD.15,231$1.44M0.5%+5.7%0.005%
5/9/2024 Kingsview Wealth Management LLC142,219$13.46M0.3%-3.6%0.046%
5/9/2024 TTP Investments Inc.261,230$24.73M10.8%+73.8%0.085%
5/9/2024 Charles Schwab Investment Advisory Inc.3,989$378K0.0%-11.0%0.001%
5/9/2024 Portland Global Advisors LLC183,698$17.39M2.4%-2.3%0.060%
5/9/2024 Patton Fund Management Inc.444,352$42.06M7.6%+11.9%0.145%
5/9/2024 Koshinski Asset Management Inc.4,838$458K0.0%-26.0%0.002%
5/8/2024 Edmond DE Rothschild Holding S.A.64,712$6.13M0.1%+3.0%0.021%
5/8/2024 TSA Wealth Managment LLC2,348$222K0.1%-44.6%0.001%
5/8/2024 Financial & Tax Architects LLC182,722$17.30M4.8%N/A0.059%
5/8/2024 Tanglewood Wealth Management Inc.209,971$19.88M2.5%-64.0%0.068%
5/8/2024 Focused Wealth Management Inc9,092$861K0.1%+75.2%0.003%
5/8/2024 Avantax Advisory Services Inc.144,060$13.64M0.1%+8.0%0.047%
5/8/2024 US Bancorp DE156,039$14.77M0.0%+9.1%0.051%
5/7/2024 Verus Capital Partners LLC18,795$1.78M0.2%-19.5%0.006%
5/7/2024 Meeder Asset Management Inc.37,495$3.55M0.2%+3.3%0.012%
5/7/2024 WNY Asset Management LLC2,923$277K0.0%N/A0.001%
5/7/2024 Concurrent Investment Advisors LLC12,800$1.21M0.0%+21.2%0.004%
5/7/2024 RPG Investment Advisory LLC44,556$4.22M0.6%-19.7%0.014%
5/7/2024 Atomi Financial Group Inc.6,269$593K0.1%N/A0.002%
5/7/2024 Anchor Capital Advisors LLC176,477$16.71M0.4%-3.1%0.057%
5/7/2024 49 Wealth Management LLC149,230$13.96M3.0%+9.2%0.048%
5/7/2024 Sun Life Financial Inc.152,000$14.98M0.9%N/A0.049%
5/7/2024 Benedetti & Gucer Inc.4,125$390K0.2%-9.3%0.001%
5/7/2024 Nvwm LLC104,236$9.87M2.7%+9.4%0.034%
5/7/2024 Oppenheimer & Co. Inc.8,575$812K0.0%+13.0%0.003%
5/7/2024 PFG Advisors47,403$4.49M0.3%+2.7%0.015%
5/7/2024 SG Americas Securities LLC378,205$35.80M0.2%+191.8%0.123%
5/7/2024 AIA Group Ltd69,500$6.58M0.2%-32.9%0.023%
5/6/2024 Envestnet Portfolio Solutions Inc.371,697$35.19M0.1%-0.8%0.121%
5/6/2024 Leuthold Group LLC48,204$4.56M0.5%+59.8%0.016%
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One tiny company — trading completely undiscovered around 15-cents per share — has successfully partnered with some of the largest players in the industry to bring a first-of-its-kind digital solution to the global commodities supply chain sector.

It’s an opportunity that likely won’t stay at these levels for long
5/6/2024 Custos Family Office LLC59,636$5.65M2.9%+4.0%0.019%
5/6/2024 VitalStone Financial LLC2,643$250K0.2%-11.2%0.001%
5/6/2024 Advisory Services Network LLC38,658$3.66M0.1%-27.7%0.013%
5/6/2024 Advisory Alpha LLC37,827$3.58M0.1%-0.9%0.012%
5/4/2024 SPC Financial Inc.47,946$4.54M0.4%N/A0.016%
5/4/2024 Geneos Wealth Management Inc.40,631$3.85M0.2%+4.0%0.013%
5/4/2024 9258 Wealth Management LLC109,959$10.41M1.6%+1.2%0.036%
5/4/2024 Avalon Advisory Group710,646$67.27M32.6%+5.4%0.232%
5/4/2024 One Degree Advisors Inc33,538$3.18M1.6%+0.4%0.011%
5/4/2024 Csenge Advisory Group4,462$422K0.0%-19.8%0.001%
(Data available from 1/1/2016 forward)

IEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEF shares?

During the previous two years, 1,061 institutional investors and hedge funds held shares of iShares 7-10 Year Treasury Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($31.42B), FMR LLC ($3.36B), JPMorgan Chase & Co. ($1.42B), Morgan Stanley ($1.41B), K.J. Harrison & Partners Inc ($1.30B), Envestnet Asset Management Inc. ($1.16B), and UBS Group AG ($993.99M).Learn more on IEF's institutional investors.

What percentage of iShares 7-10 Year Treasury Bond ETF stock is owned by institutional investors?

81.48% of iShares 7-10 Year Treasury Bond ETF stock is owned by institutional investors. Learn more on IEF's institutional investor holdings.

Which institutional investors have been buying iShares 7-10 Year Treasury Bond ETF stock?

Of the 950 institutional investors that purchased iShares 7-10 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($27.75M), JPMorgan Chase & Co. ($19.19M), Envestnet Asset Management Inc. ($14.60M), Charles Schwab Investment Management Inc. ($12.45M), Captrust Financial Advisors ($6.59M), Raymond James & Associates ($6.19M), and Assetmark Inc. ($4.93M).

How much institutional buying is happening at iShares 7-10 Year Treasury Bond ETF?

Institutional investors have bought a total of 205,392,619 shares in the last 24 months. This purchase volume represents approximately $34.04B in transactions.

Which iShares 7-10 Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 599 institutional investors that sold iShares 7-10 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($13.83M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($4.89M), Fisher Asset Management LLC ($4.52M), Osaic Holdings Inc. ($2.80M), Assetmark Inc. ($2.52M), and PNC Financial Services Group Inc. ($2.40M).

How much institutional selling is happening at iShares 7-10 Year Treasury Bond ETF?

Institutional investors have sold a total of 88,806,312 shares in the last 24 months. This volume of shares sold represents approximately $12.19B in transactions.


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This page (NASDAQ:IEF) was last updated on 5/28/2024 by MarketBeat.com Staff

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