Free Trial
→ Trump to solve American wealth loss? (From Paradigm Press) (Ad) Buy IEF Stock  Free IEF Stock Alerts

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

iShares 7-10 Year Treasury Bond ETF logo
$95.34 -0.73 (-0.76%)
Closing price 05/1/2025 04:00 PM Eastern
Extended Trading
$95.38 +0.05 (+0.05%)
As of 04:44 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
754
Total
Institutional Inflows
(last 12 months)
$10.44B
Number of
Institutional Sellers
(last 12 months)
465
Total
Institutional Outflows
(last 12 months)
$3.31B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025LRI Investments LLC672$64K0.0%N/A0.000%
5/1/2025Reyes Financial Architecture Inc.47,960$4.57M3.4%+133,122.2%0.013%
5/1/2025CWM LLC112,868$10.76M0.0%+0.5%0.031%
5/1/2025High Note Wealth LLC106,779$10.18M2.5%+97.5%0.029%
5/1/2025Fulton Breakefield Broenniman LLC15,817$1.51M0.1%-1.4%0.004%
5/1/2025Stephens Inc. AR38,865$3.71M0.1%+4.1%0.011%
5/1/2025Prism Advisors Inc.10,225$975K0.3%-2.9%0.003%
5/1/20253EDGE Asset Management LP733,423$69.95M4.8%-19.9%0.201%
5/1/2025FDx Advisors Inc.2,242$214K0.1%-71.3%0.001%
5/1/2025Realta Investment Advisors5,743$548K0.2%-3.3%0.002%
5/1/2025Family Firm Inc.29,479$2.81M0.6%-4.6%0.008%
5/1/2025Focused Wealth Management Inc23,264$2.22M0.3%+16.7%0.006%
5/1/2025Rational Advisors Inc.30,195$2.88M0.3%+4,366.7%0.008%
5/1/2025SkyOak Wealth LLC104,690$9.98M2.2%+14.7%0.029%
5/1/2025Beirne Wealth Consulting Services LLC80,965$7.72M2.8%+0.8%0.022%
5/1/2025WealthTrust Asset Management LLC16,920$1.61M1.2%-9.4%0.005%
5/1/2025Fifth Third Securities Inc.21,715$2.07M0.2%-1.6%0.006%
5/1/2025Rik Saylor Financial Inc.6,805$649K0.6%-1.5%0.002%
5/1/2025Diversify Wealth Management LLC4,515$433K0.0%-18.5%0.001%
5/1/2025WESPAC Advisors LLC4,135$394K0.3%N/A0.001%
5/1/2025Country Club Bank60,373$5.74M0.4%+4.5%0.017%
4/30/2025 MJP Associates Inc. ADV389,501$37.15M6.7%+6.5%0.107%
4/30/2025 Cerity Partners LLC1,006,020$95.94M0.2%+15.8%0.276%
4/30/2025 Israel Discount Bank of New York33,462$3.19M2.5%-23.3%0.009%
4/30/2025 TRU Independence Asset Management 2 LLC53,576$5.11M3.8%+55.6%0.015%
4/30/2025 DMC Group LLC11,668$1.11M0.9%+44.9%0.003%
4/30/2025 Vision Capital Management Inc.32,911$3.14M0.5%-2.1%0.009%
4/30/2025 Allworth Financial LP1,293$123K0.0%+19.9%0.000%
4/30/2025 Cerity Partners OCIO LLC2,873,480$274.04M15.5%+16.3%0.789%
4/30/2025 Sharpepoint LLC18,844$1.81M1.6%N/A0.005%
4/30/2025 Pineridge Advisors LLC4,517$431K0.2%-98.9%0.001%
4/30/2025 Leavell Investment Management Inc.59,610$5.69M0.3%+7.1%0.016%
4/30/2025 Axxcess Wealth Management LLC207,855$19.82M0.5%+914.7%0.057%
4/30/2025 Cornerstone Planning Group LLC858$81K0.0%+897.7%0.000%
4/30/2025 Dogwood Wealth Management LLC10,591$1.01M0.5%+3.5%0.003%
4/30/2025 Greenleaf Trust206,005$19.65M0.2%+6.5%0.057%
4/30/2025 Trek Financial LLC8,626$823K0.1%-6.8%0.002%
4/30/2025 M&T Bank Corp4,441$424K0.0%-2.8%0.001%
4/30/2025 Stratos Wealth Partners LTD.17,427$1.66M0.0%+8.9%0.005%
4/30/2025 49 Wealth Management LLC13,631$1.30M0.2%-8.2%0.004%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after June 1st, it could be too late.
4/30/2025 Stratos Wealth Advisors LLC19,863$1.89M0.1%-32.3%0.005%
4/30/2025 Values First Advisors Inc.52,796$5.03M2.9%+3.5%0.015%
4/30/2025 Brown Advisory Inc.257,862$24.59M0.0%+2.4%0.071%
4/30/2025 Alpha Cubed Investments LLC2,313$221K0.0%-6.0%0.001%
4/30/2025 Jessup Wealth Management Inc99,253$9.47M3.9%+78.4%0.027%
4/29/2025 U.S. Capital Wealth Advisors LLC173,683$16.56M0.5%-2.7%0.048%
4/29/2025 Financial Counselors Inc.24,655$2.35M0.0%+28.4%0.007%
4/29/2025 Raleigh Capital Management Inc.21,237$2.03M0.9%+64,254.5%0.006%
4/29/2025 YANKCOM Partnership859$82K0.0%+1,945.2%0.000%
4/29/2025 TD Private Client Wealth LLC131,901$12.58M0.3%-0.1%0.036%
4/29/2025 Envestnet Asset Management Inc.12,398,140$1.18B0.4%+1.5%3.405%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.648,750$61.87M4.0%+400.4%0.178%
4/29/2025 Forte Asset Management LLC39,754$3.79M1.9%-6.3%0.011%
4/29/2025 Riggs Asset Managment Co. Inc.51,831$4.94M1.4%-14.1%0.014%
4/29/2025 One Day In July LLC93,298$8.90M0.9%+40.0%0.026%
4/29/2025 Summit Financial Consulting LLC6,059$578K0.5%N/A0.002%
4/29/2025 Burke & Herbert Bank & Trust Co.2,117$202K0.0%N/A0.001%
4/29/2025 Concurrent Investment Advisors LLC49,641$4.73M0.1%+223.2%0.014%
4/29/2025 HM Payson & Co.42,341$4.04M0.1%+9,678.5%0.012%
4/29/2025 Bank of New York Mellon Corp185,043$17.65M0.0%-5.5%0.051%
4/29/2025 World Investment Advisors144,449$13.78M0.4%+329.0%0.040%
4/29/2025 Wayfinding Financial LLC377$35K0.0%N/A0.000%
4/29/2025 Truist Financial Corp1,207,902$115.20M0.2%+0.9%0.332%
4/29/2025 Capital Investment Advisory Services LLC17,893$1.71M0.2%+34.9%0.005%
4/29/2025 Phil A. Younker & Associates Ltd.9,705$926K0.9%+2.6%0.003%
4/29/2025 Strategic Blueprint LLC22,108$2.11M0.1%+388.3%0.006%
4/29/2025 Brookstone Capital Management175,624$16.75M0.2%+213.8%0.048%
4/29/2025 OneDigital Investment Advisors LLC72,092$6.88M0.1%+36.0%0.020%
4/29/2025 SimpliFi Inc.21,200$2.02M0.9%+7.2%0.006%
4/29/2025 Silver Oak Securities Incorporated28,324$2.69M0.2%-9.5%0.008%
4/29/2025 Goelzer Investment Management Inc.7,717$736K0.0%+5.0%0.002%
4/29/2025 Checchi Capital Advisers LLC45,536$4.34M0.2%+293.8%0.013%
4/28/2025 D.A. Davidson & CO.147,503$14.07M0.1%+34.5%0.041%
4/28/2025 Mutual Advisors LLC1,737,097$165.39M4.7%+16,747.0%0.477%
4/28/2025 Clarity Capital Partners LLC2,657$253K0.1%-32.3%0.001%
4/28/2025 Axis Wealth Partners LLC10,970$1.05M0.8%N/A0.003%
4/28/2025 First Horizon Advisors Inc.377$36K0.0%-43.5%0.000%
4/28/2025 Heritage Oak Wealth Advisors LLC144,370$13.77M6.1%N/A0.040%
4/28/2025 Acute Investment Advisory LLC5,332$509K2.6%-77.0%0.001%
4/28/2025 Private Trust Co. NA4,445$424K0.0%-37.9%0.001%
4/28/2025 Pinnacle Financial Partners Inc129,957$12.39M0.3%-15.9%0.036%
4/28/2025 LFA Lugano Financial Advisors SA28,863$2.75M1.9%-2.5%0.008%
4/28/2025 Keybank National Association OH35,924$3.43M0.0%-5.9%0.010%
4/28/2025 Rossby Financial LCC41,282$3.93M1.7%N/A0.011%
4/28/2025 DAVENPORT & Co LLC52,844$5.04M0.0%+1.0%0.015%
4/28/2025 Lincoln Capital Corp102,291$9.76M4.1%+3.0%0.028%
4/28/2025 ABLE Financial Group LLC18,781$1.79M0.5%+10.0%0.005%
4/25/2025 Mather Group LLC.1,096$105K0.0%+424.4%0.000%
4/25/2025 Cypress Capital LLC26,247$2.50M0.7%-2.1%0.007%
4/25/2025 Smith Salley Wealth Management45,975$4.39M0.3%+3.2%0.013%
Elon Set to Shock the World by May 1st ? (Ad)

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon’s greatest invention ever… Yes, even bigger than Tesla or SpaceX.

Click here now because after June 1st, it could be too late.
4/25/2025 DSG Capital Advisors LLC112,914$10.77M2.2%-8.7%0.031%
4/25/2025 Koshinski Asset Management Inc.40,041$3.82M0.3%+21.5%0.011%
4/25/2025 Morton Brown Family Wealth LLC440$42K0.0%N/A0.000%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA34,193$3.26M1.2%+23.3%0.009%
4/25/2025 Westside Investment Management Inc.3,357$320K0.1%-19.6%0.001%
4/25/2025 Custos Family Office LLC75,230$7.18M2.5%-1.5%0.021%
4/25/2025 Canandaigua National Trust Co of Florida2,284$218K0.2%N/A0.001%
4/25/2025 New Wave Wealth Advisors LLC7,302$696K0.3%+31,647.8%0.002%
4/25/2025 Sollinda Capital Management LLC249,488$23.79M6.6%+10,954.0%0.068%
4/25/2025 William Howard & Co Financial Advisors Inc138,203$13.18M12.4%-0.2%0.038%
(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, 1,207 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), Fisher Asset Management LLC ($4.55B), FMR LLC ($2.74B), JPMorgan Chase & Co. ($2.47B), Wealthfront Advisers LLC ($1.44B), Morgan Stanley ($1.41B), and Envestnet Asset Management Inc. ($1.18B).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 1,082 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: Fisher Asset Management LLC ($30.27M), FMR LLC ($27.70M), Wealthfront Advisers LLC ($15.62M), JPMorgan Chase & Co. ($10.72M), Raymond James Financial Inc. ($7.85M), Bank of Montreal Can ($7.63M), and Envestnet Asset Management Inc. ($4.10M).

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

Institutional investors have bought a total of 212,840,445 shares in the last 24 months. This purchase volume represents approximately $24.68B in transactions.

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

Of the 673 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. ($14.85M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($5.17M), FMR LLC ($4.18M), Osaic Holdings Inc. ($2.80M), PNC Financial Services Group Inc. ($2.49M), and Nationwide Fund Advisors ($1.98M).

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

Institutional investors have sold a total of 88,377,095 shares in the last 24 months. This volume of shares sold represents approximately $9.23B in transactions.


Related Companies

This page (NASDAQ:IEF) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Massive dollar overhaul underway in D.C.?
Trump's plan to save the U.S. Dollar The U.S. Dollar is crashing, and our reserve currency status is now in...
Stansberry Research | Sponsored
Musk's warning signal: Prepare before the cascade begins
When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t...
InvestorPlace | Sponsored