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

$92.78
+0.24 (+0.26%)
(As of 05/7/2024 ET)

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)
680
Total
Institutional Inflows
(last 12 months)
$13.24B
Number of
Institutional Sellers
(last 12 months)
422
Total
Institutional Outflows
(last 12 months)
$5.75B
Get IEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 7-10 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IEF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Meeder Asset Management Inc.37,495$3.55M0.2%+3.3%0.012%
5/7/2024WNY Asset Management LLC2,923$277K0.0%N/A0.001%
5/7/2024Concurrent Investment Advisors LLC12,800$1.21M0.0%+21.2%0.004%
5/7/2024RPG Investment Advisory LLC44,556$4.22M0.6%-19.7%0.014%
5/7/2024Atomi Financial Group Inc.6,269$593K0.1%N/A0.002%
5/7/2024Anchor Capital Advisors LLC176,477$16.71M0.4%-3.1%0.057%
5/7/202449 Wealth Management LLC149,230$13.96M3.0%+9.2%0.048%
5/7/2024Sun Life Financial Inc.152,000$14.98M0.9%N/A0.049%
5/7/2024Benedetti & Gucer Inc.4,125$390K0.2%-9.3%0.001%
5/7/2024Nvwm LLC104,236$9.87M2.7%+9.4%0.034%
5/7/2024Oppenheimer & Co. Inc.8,575$812K0.0%+13.0%0.003%
5/7/2024PFG 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%
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%
5/3/2024 FDx Advisors Inc.7,285$690K0.1%-19.6%0.002%
5/3/2024 Forte Asset Management LLC42,974$4.07M2.5%+14.7%0.014%
5/3/2024 Larson Financial Group LLC1,637$155K0.0%-16.5%0.001%
5/3/2024 Pictet North America Advisors SA64,484$6.10M0.7%-56.6%0.021%
5/3/2024 Central Pacific Bank Trust Division69,581$6.51M0.8%N/A0.023%
5/3/2024 Smith Salley Wealth Management74,034$7.01M0.5%-14.0%0.024%
5/3/2024 Meridian Management Co.42,658$4.04M1.1%+3.7%0.014%
5/3/2024 Compass Financial Group Inc.73,994$7.00M3.7%-0.2%0.024%
5/2/2024 Mutual Advisors LLC69,733$6.60M0.2%+22.4%0.023%
5/2/2024 RiverFront Investment Group LLC31,038$2.94M0.1%-2.2%0.010%
5/2/2024 Financial Counselors Inc.7,855$744K0.0%+150.8%0.003%
5/2/2024 Hudock Inc.101,954$9.65M2.1%-0.2%0.033%
5/2/2024 Adapt Wealth Advisors LLC12,382$1.17M0.8%N/A0.004%
5/2/2024 Haverford Trust Co130,770$12.38M0.1%+7.3%0.043%
Tech GIANT’s Plans to Revolutionize Crypto… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
5/2/2024 Horan Securities Inc.8,768$830K0.4%-5.6%0.003%
5/2/2024 Lincoln National Corp61,352$5.81M0.1%+19.7%0.020%
5/2/2024 Almanack Investment Partners LLC.55,878$5.29M0.9%+10.5%0.018%
5/2/2024 Bryn Mawr Capital Management LLC26,488$2.51M0.1%+13.4%0.009%
5/2/2024 Goelzer Investment Management Inc.6,833$647K0.0%-53.0%0.002%
5/2/2024 Lewis Asset Management LLC21,026$1.99M1.6%+6.7%0.007%
5/2/2024 Hollencrest Capital Management22,585$2.14M0.1%-2.3%0.007%
5/2/2024 Hanlon Investment Management Inc.8,853$838K0.3%+61.9%0.003%
5/1/2024 GLOBALT Investments LLC GA2,370$224K0.0%-99.8%0.001%
5/1/2024 Janney Capital Management LLC107,210$10.15M0.7%-1.5%0.035%
5/1/2024 Janney Montgomery Scott LLC1,833,802$173.59M0.5%+33.4%0.596%
5/1/2024 Blue Trust Inc.4,899,206$463.76M6.5%+9.7%1.593%
5/1/2024 Ballast Advisors LLC1,531$145K0.0%-11.2%0.000%
5/1/2024 Centric Wealth Management50,917$4.66M1.5%-11.1%0.017%
5/1/2024 Mirae Asset Global Investments Co. Ltd.224,411$21.24M0.0%+33.5%0.073%
5/1/2024 Concourse Financial Group Securities Inc.19,210$1.82M0.1%+369.9%0.006%
5/1/2024 Prosperity Consulting Group LLC18,340$1.74M0.2%N/A0.006%
5/1/2024 Starfox Financial Services LLC3,314$304K0.3%-15.4%0.001%
5/1/2024 Diversify Advisory Services LLC12,495$1.17M0.1%N/A0.004%
4/30/2024 Private Advisor Group LLC136,677$12.94M0.1%+51.7%0.044%
4/30/2024 J.W. Cole Advisors Inc.14,321$1.36M0.1%+287.2%0.005%
4/30/2024 Hartline Investment Corp7,307$692K0.1%N/A0.002%
4/30/2024 Norden Group LLC5,396$511K0.0%N/A0.002%
4/30/2024 Fortis Group Advisors LLC2,725$258K0.0%-93.2%0.001%
4/30/2024 Beam Wealth Advisors Inc.27,079$2.56M1.5%N/A0.009%
4/30/2024 Foundry Financial Group Inc.73,262$6.94M4.9%+52.6%0.024%
4/30/2024 Woodward Diversified Capital LLC2,679$254K0.2%-19.9%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.460$44K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors2,418$229K0.0%-5.2%0.001%
4/30/2024 Perigon Wealth Management LLC127,991$12.12M0.4%+73.7%0.042%
4/30/2024 SkyOak Wealth LLC75,258$7.12M1.7%+17.2%0.024%
4/30/2024 M3 Advisory Group LLC6,430$609K0.6%-18.8%0.002%
4/30/2024 Independent Family Office LLC24,322$2.30M1.2%+1.2%0.008%
4/30/2024 Allspring Global Investments Holdings LLC271,568$25.71M0.0%+7.9%0.088%
4/29/2024Commonwealth Equity Services LLC665,637$63.01M0.1%-4.3%0.216%
4/29/2024 Boyd Watterson Asset Management LLC OH4,734$448K0.2%-10.0%0.002%
4/29/2024 Greenleaf Trust3,172$300K0.0%-14.2%0.001%
4/29/2024 ETF Store Inc.25,711$2.43M1.4%+15.5%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.409$39K0.0%+20,350.0%0.000%
4/29/2024 Phillips Wealth Planners LLC4,284$391K0.4%-10.9%0.001%
4/29/2024 Crescent Grove Advisors LLC69,305$6.56M0.7%-19.7%0.023%
4/27/2024 White Pine Investment CO42,889$4.06M1.2%+5.5%0.014%
4/27/2024 Vigilare Wealth Management6,858$649K0.3%-76.5%0.002%
4/27/2024 BayBridge Capital Group LLC12,071$1.11M1.0%-2.2%0.004%
4/26/2024 Pinnacle Associates Ltd.97,370$9.22M0.1%+9.3%0.032%
4/26/2024 UMB Bank n.a.3,068$290K0.0%-7.9%0.001%
4/26/2024 Crestone Asset Management LLC7,330$694K0.1%-65.5%0.002%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA18,018$1.71M0.7%N/A0.006%
4/26/2024 Sage Advisory Services Ltd.Co.37,701$3.57M1.0%-0.3%0.012%
4/26/2024 Bond & Devick Financial Network Inc.3,439$326K0.2%-27.0%0.001%
The #1 Biotech Stock to Watch in 2024 is Attacking Viruses in a Unique Way (Ad)

See how with its ongoing expansion and development of its diverse and promising product pipeline, this small-cap NYSE company is positioned to be a dominant and innovative leader in the nanomedicine and antiviral therapy space.

Click to read
4/26/2024 MTC Wealth Management LLC238,389$22.57M10.4%-20.2%0.078%
4/26/2024 Members Trust Co2,783,495$263.49M7.9%-15.8%0.907%
4/26/2024 Chicago Partners Investment Group LLC73,113$6.72M0.3%+8.7%0.024%
4/26/2024 Carr Financial Group Corp18,166$1.72M0.6%+12.4%0.006%
4/26/2024 Verdence Capital Advisors LLC3,706$351K0.0%+14.5%0.001%
4/26/2024 Davies Financial Advisors Inc.4,148$393K0.4%N/A0.001%
4/26/2024 Meridian Wealth Management LLC34,350$3.25M0.5%N/A0.011%
4/26/2024 Bogart Wealth LLC820,434$77.66M4.0%+13.9%0.267%
4/25/2024 One Day In July LLC220,923$20.91M2.8%-28.1%0.072%
4/25/2024 Strategy Asset Managers LLC3,108$294K0.1%-39.7%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, 1,060 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. ($3.32B), 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 953 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. ($25.77M), Envestnet Asset Management Inc. ($14.60M), Charles Schwab Investment Management Inc. ($12.45M), Captrust Financial Advisors ($7.02M), Raymond James & Associates ($6.20M), 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 217,803,316 shares in the last 24 months. This purchase volume represents approximately $36.99B in transactions.

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

Of the 605 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. ($8.76M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($4.89M), Fisher Asset Management LLC ($4.52M), Osaic Holdings Inc. ($2.70M), Assetmark Inc. ($2.52M), and PNC Financial Services Group Inc. ($2.43M).

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

Institutional investors have sold a total of 84,239,184 shares in the last 24 months. This volume of shares sold represents approximately $12.00B in transactions.


This page (NASDAQ:IEF) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners