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

iShares 7-10 Year Treasury Bond ETF logo
$94.96 -0.33 (-0.34%)
As of 12:22 PM Eastern
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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)
804
Total
Institutional Inflows
(last 12 months)
$11.15B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$3.05B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Central Pacific Bank Trust Division33,785$3.24M0.4%-45.8%0.009%
7/1/2025Private Client Services LLC4,417$423K0.2%N/A0.001%
6/17/2025Howe & Rusling Inc.1,346$128K0.0%-34.6%0.000%
6/17/2025Ridgepath Capital Management LLC189,638$18.09M8.7%N/A0.052%
6/13/2025Optima Capital LLC13,151$1.25M0.8%N/A0.004%
6/4/2025First Hawaiian Bank65,808$6.28M0.3%+227.1%0.018%
6/3/2025Invst LLC5,267$502K0.1%-4.3%0.001%
6/2/2025Modern Wealth Management LLC78,882$7.52M0.2%+17.4%0.022%
5/22/2025Rollins Financial Advisors LLC13,333$1.27M0.2%+61.3%0.004%
5/21/2025Geneos Wealth Management Inc.40,131$3.83M0.1%-4.6%0.011%
5/20/2025Belpointe Asset Management LLC34,584$3.30M0.2%+12.5%0.009%
5/20/2025Focus Partners Wealth185,855$17.73M0.0%-69.6%0.051%
5/20/2025Integrity Alliance LLC.4,580$437K0.0%N/A0.001%
5/20/2025Glenview Trust co3,130$299K0.0%+35.7%0.001%
5/19/2025Advisory Alpha LLC2,136$204K0.0%N/A0.001%
5/16/2025Semmax Financial Advisors Inc.43,519$4.11M1.1%+3.2%0.012%
5/16/2025Ascent Group LLC15,584$1.49M0.1%+40.4%0.004%
5/16/2025Arete Wealth Advisors LLC212,390$20.26M1.5%+7.2%0.059%
5/16/2025Caxton Associates LLP4,577$437K0.0%N/A0.001%
5/16/2025Signature Estate & Investment Advisors LLC10,748$1.03M0.0%-1.4%0.003%
5/16/2025Ashton Thomas Private Wealth LLC14,174$1.35M0.1%+70.3%0.004%
5/16/2025Cape Investment Advisory Inc.2,418$231K0.1%-17.8%0.001%
5/16/2025Jones Financial Companies Lllp1,899,503$181.16M0.2%+4,057.3%0.525%
5/16/2025Legacy Wealth Managment LLC ID12,406$1.18M0.8%N/A0.003%
5/16/2025Pingora Partners LLC1,000$95K0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC181,469$17.31M0.1%+2.6%0.050%
5/16/2025Integrated Wealth Concepts LLC114,537$10.92M0.1%+14.7%0.032%
5/16/2025Clark Capital Management Group Inc.57,656$5.50M0.0%N/A0.016%
5/16/2025Concorde Asset Management LLC7,662$725K0.4%N/A0.002%
5/16/2025Alliancebernstein L.P.1,979,032$188.74M0.1%+6.2%0.547%
5/16/2025Advisors Asset Management Inc.8,117$774K0.0%+10.7%0.002%
5/15/2025Paragon Private Wealth Management LLC18,378$1.75M0.8%-10.3%0.005%
5/15/2025Federation des caisses Desjardins du Quebec42,434$4.05M0.0%+552.2%0.012%
5/15/2025EP Wealth Advisors LLC3,985$380K0.0%-10.9%0.001%
5/15/2025Focus Partners Advisor Solutions LLC6,873$655K0.0%-14.9%0.002%
5/15/2025Flputnam Investment Management Co.255,096$24.33M0.5%+8.9%0.070%
5/15/2025Royal Bank of Canada1,345,640$128.33M0.0%+32.3%0.372%
5/15/2025Betterment LLC73,734$7.03M0.0%+54.2%0.020%
5/15/2025MAI Capital Management470,457$44.87M0.3%+7.8%0.130%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.6,615$631K0.2%N/A0.002%
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5/15/2025DRW Securities LLC14,992$1.43M0.0%N/A0.004%
5/15/2025Certior Financial Group LLC23,207$2.21M1.8%+1.2%0.006%
5/15/2025Titleist Asset Management LLC47,581$4.54M0.5%+42.7%0.013%
5/15/2025Baird Financial Group Inc.2,530,645$241.35M0.5%+4.2%0.699%
5/15/2025OLD Mission Capital LLC199,994$19.07M0.3%N/A0.055%
5/15/2025Evergreen Capital Management LLC52,436$5.00M0.2%+1.8%0.014%
5/15/2025GKV Capital Management Co. Inc.108,132$10.31M3.3%N/A0.030%
5/15/2025Gerber Kawasaki Wealth & Investment Management10,023$956K0.0%+34.1%0.003%
5/15/2025D L Carlson Investment Group Inc.5,175$494K0.1%+43.8%0.001%
5/14/2025Truvestments Capital LLC1,053$100K0.0%N/A0.000%
5/14/2025Transamerica Financial Advisors LLC79,239$7.56M0.8%+10.4%0.022%
5/14/2025CreativeOne Wealth LLC21,761$2.08M0.1%+51.5%0.006%
5/14/2025Quadcap Wealth Management LLC7,606$725K0.1%+21.1%0.002%
5/14/2025Rafferty Asset Management LLC443,803$42.33M0.2%+19.2%0.123%
5/14/2025PKS Advisory Services LLC10,187$971K0.3%N/A0.003%
5/14/2025Harvest Portfolios Group Inc.1,443,149$137.63M4.1%+12.2%0.399%
5/14/2025WCG Wealth Advisors LLC248,238$23.67M1.8%-10.5%0.069%
5/14/2025Arizona PSPRS Trust3,571$341K0.0%N/A0.001%
5/14/2025Comerica Bank79,874$7.62M0.0%+8.6%0.022%
5/14/2025Freedom Investment Management Inc.14,041$1.34M0.1%-6.5%0.004%
5/14/2025RPg Family Wealth Advisory LLC65,678$6.26M1.8%-11.9%0.018%
5/14/2025Synovus Financial Corp38,238$3.65M0.0%-13.8%0.011%
5/14/2025Jump Financial LLC68,494$6.53M0.1%+118.4%0.019%
5/14/2025Ally Invest Advisors Inc.884,887$84.39M7.2%+2.1%0.244%
5/14/2025Smartleaf Asset Management LLC16,761$1.59M0.2%+2.3%0.005%
5/14/2025Biondo Investment Advisors LLC15,413$1.47M0.2%+18.4%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.4,617,408$440.36M0.4%+2.9%1.276%
5/14/2025Avalon Advisory Group788,697$75.22M35.4%-0.9%0.218%
5/14/2025Haverford Trust Co153,523$14.64M0.1%+3.0%0.042%
5/14/2025Kestra Advisory Services LLC28,444$2.71M0.0%-90.8%0.008%
5/14/2025Purus Wealth Management LLC15,121$1.44M0.6%+5.2%0.004%
5/14/2025Circle Wealth Management LLC41,174$3.93M0.1%-2.6%0.011%
5/14/20251832 Asset Management L.P.52,328$4.99M0.0%-0.5%0.014%
5/14/2025Compound Planning Inc.53,085$5.06M0.2%-3.7%0.015%
5/14/2025Ameriprise Financial Inc.11,224,994$1.07B0.3%-3.5%3.101%
5/14/2025Integras Partners LLC32,740$3.12M2.8%-18.7%0.009%
5/14/2025Summit Financial LLC159,268$15.19M0.4%+84.2%0.044%
5/14/2025United Asset Strategies Inc.14,094$1.34M0.1%-9.4%0.004%
5/14/2025Flow Traders U.S. LLC12,385$1.18M0.0%-78.0%0.003%
5/14/2025Partners Capital Investment Group LLP948,296$90.44M1.5%+67.3%0.262%
5/14/2025TFB Advisors LLC2,991$285K0.1%N/A0.001%
5/14/2025Asset Management Group Inc.23,851$2.28M0.4%+0.5%0.007%
5/14/2025Capital Analysts LLC38,089$3.63M0.1%+7.7%0.011%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.110,137$10.54M0.1%-0.1%0.030%
5/14/2025Crabel Capital Management LLC39,485$3.77M4.1%+825.1%0.011%
5/14/2025JT Stratford LLC36,719$3.50M0.6%+3.4%0.010%
5/14/2025Berkshire Asset Management LLC PA40,988$3.86M0.2%-10.5%0.011%
5/14/2025Sumitomo Mitsui Financial Group Inc.798,546$76.16M1.4%+6.0%0.221%
5/14/2025Hsbc Holdings PLC113,372$10.81M0.0%-62.6%0.031%
5/14/2025bLong Financial LLC22,398$2.14M1.9%N/A0.006%
379 passengers walked away from this (Ad)

Elon Musk just wrote a $51 million check to back this material’s next phase… Because it’s not just saving lives in aviation — it’s solving the biggest flaw in AI. And only one U.S. company has the patent.

Chris Rowe breaks the story in this urgent briefing: Watch before it disappears.
5/14/2025Andina Capital Management LLC21,728$2.07M1.5%+32.0%0.006%
5/14/2025Forefront Analytics LLC2,196$209K0.2%-88.5%0.001%
5/14/2025M Holdings Securities Inc.49,833$4.75M0.8%+47.4%0.014%
5/14/2025RWA Wealth Partners LLC108,790$10.38M0.1%N/A0.030%
5/13/2025Aptus Capital Advisors LLC30,336$2.89M0.0%+29.6%0.008%
5/13/2025TriaGen Wealth Management LLC9,150$873K0.3%+15.7%0.003%
5/13/2025Elequin Capital LP1,762$168K0.0%+34.5%0.000%
5/13/2025Blue Edge Capital LLC330,643$31.53M5.1%-0.5%0.091%
5/13/2025Global View Capital Management LLC30,865$2.94M1.1%-26.0%0.009%
5/13/2025Spreng Capital Management Inc.17,014$1.62M0.7%-12.3%0.005%
(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, 1,214 institutional investors and hedge funds held shares of iShares 7-10 Year Treasury Bond ETF. The most heavily invested institutionals were Fisher Asset Management LLC ($4.55B), FMR LLC ($2.74B), JPMorgan Chase & Co. ($2.68B), Morgan Stanley ($1.41B), Envestnet Asset Management Inc. ($1.18B), Ameriprise Financial Inc. ($1.07B), and UBS Group AG ($993.99M).Learn more on iShares 7-10 Year Treasury Bond ETF's institutional investors.

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

81.48% of iShares 7-10 Year Treasury Bond ETF's 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's stock?

Of the 1,095 institutional investors that purchased iShares 7-10 Year Treasury Bond ETF's 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), Wealthfront Advisers LLC ($15.62M), JPMorgan Chase & Co. ($12.05M), Raymond James Financial Inc. ($8.13M), Bank of Montreal Can ($7.63M), Cerity Partners OCIO LLC ($2.87M), and Portside Wealth Group LLC ($2.81M).

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

Institutional investors have bought a total of 117,117,260 shares in the last 24 months. This purchase volume represents approximately $11.15B in transactions.

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

Of the 494 institutional investors that sold iShares 7-10 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($3.84M), Ameriprise Financial Inc. ($1.94M), Nationwide Fund Advisors ($1.93M), Members Trust Co ($1.14M), JPMorgan Chase & Co. ($1.02M), Northwestern Mutual Wealth Management Co. ($923.81K), and Royal Bank of Canada ($834.16K).

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

Institutional investors have sold a total of 32,464,767 shares in the last 24 months. This volume of shares sold represents approximately $3.05B in transactions.


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This page (NASDAQ:IEF) was last updated on 7/2/2025 by MarketBeat.com Staff
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