Free Trial

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

iShares 7-10 Year Treasury Bond ETF logo
$95.77 +0.53 (+0.56%)
Closing price 04:00 PM Eastern
Extended Trading
$95.85 +0.08 (+0.08%)
As of 07:50 PM 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.

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)
846
Total
Institutional Inflows
(last 12 months)
$11.80B
Number of
Institutional Sellers
(last 12 months)
559
Total
Institutional Outflows
(last 12 months)
$3.83B
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
8/22/2025 TT Capital Management LLC2,562$243K0.1%N/A0.001%
8/20/2025 Tull Financial Group Inc.3,469$332K0.2%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC24,955$2.38M0.3%N/A0.007%
8/19/2025 B. Riley Wealth Advisors Inc.2,375$227K0.0%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.1,494$143K0.1%-38.2%0.000%
8/19/2025 Advisory Services Network LLC92,702$8.80M0.1%+76.8%0.025%
8/18/2025 Geneos Wealth Management Inc.47,449$4.54M0.1%+18.2%0.013%
8/18/2025 Kestra Investment Management LLC6,094$584K0.0%N/A0.002%
8/18/2025 Goodman Advisory Group LLC55,833$5.35M1.8%N/A0.015%
8/16/2025 Evergreen Capital Management LLC56,065$5.37M0.2%+6.9%0.015%
8/16/2025 Headlands Technologies LLC885$85K0.0%-89.5%0.000%
8/15/2025 High Falls Advisors Inc4,736$454K0.1%-13.3%0.001%
8/15/2025 Global View Capital Management LLC30,356$2.91M0.9%-1.6%0.008%
8/15/2025 FFT Wealth Management LLC13,948$1.33M0.3%+1.6%0.004%
8/15/2025 Blue Edge Capital LLC321,519$30.79M4.6%-2.8%0.086%
8/15/2025 Semmax Financial Advisors Inc.44,343$4.23M1.1%+1.9%0.012%
8/15/2025 Corient Private Wealth LLC72,854$6.98M0.0%-50.5%0.020%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.8,811$844K0.4%+33.2%0.002%
8/15/2025 Chapman Financial Group LLC1,380$132K0.1%N/A0.000%
8/15/2025 Captrust Financial Advisors9,991,736$956.91M2.1%+5.2%2.685%
8/15/2025 Keel Point LLC200,764$19.23M1.3%+68.0%0.054%
8/15/2025 WFA of San Diego LLC416$40K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC17,825$1.71M0.0%+4.6%0.005%
8/15/2025 Voya Financial Advisors Inc.22,884$2.18M0.2%N/A0.006%
8/15/2025 Two Sigma Securities LLC17,796$1.70M0.2%N/A0.005%
8/15/2025 Smartleaf Asset Management LLC440$42K0.0%-97.4%0.000%
8/15/2025 Snowden Capital Advisors LLC24,133$2.31M0.1%-7.5%0.006%
8/15/2025 Sompo Asset Management Co. Ltd.391,358$37.48M6.5%+2.9%0.105%
8/15/2025 Rafferty Asset Management LLC435,093$41.67M0.1%-2.0%0.117%
8/15/2025 Riggs Asset Managment Co. Inc.46,346$4.44M1.1%-10.6%0.012%
8/15/2025 Orion Porfolio Solutions LLC14,048$1.35M0.0%-57.9%0.004%
8/15/2025 MML Investors Services LLC523,311$50.12M0.1%+89.1%0.141%
8/15/2025 Moore Capital Management LP467,790$44.80M0.6%+177.1%0.126%
8/15/2025 Man Group plc33,424$3.20M0.0%+214.6%0.009%
8/15/2025 Modern Wealth Management LLC168,010$16.09M0.4%+113.0%0.045%
8/15/2025 Lazard Asset Management LLC47,035$4.50M0.0%-4.6%0.013%
8/15/2025 HRT Financial LP42,546$4.07M0.0%N/A0.011%
8/15/2025 IHT Wealth Management LLC62,194$5.96M0.2%-2.1%0.017%
8/15/2025 Great Valley Advisor Group Inc.154,199$14.77M0.3%+106.8%0.041%
8/15/2025 Group One Trading LLC6,965$667K0.0%-5.5%0.002%
Could This Be the End of Retirement Worries? (Ad)

Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

Click here to see how to turn your savings into a monthly income machine.
8/15/2025 EP Wealth Advisors LLC2,281$218K0.0%-42.8%0.001%
8/15/2025 Benjamin Edwards Inc.6,859$657K0.0%+105.0%0.002%
8/15/2025 BNP Paribas Financial Markets306,361$29.34M0.0%+31.1%0.082%
8/15/2025 Blue Capital Inc.45,319$4.34M3.1%N/A0.012%
8/15/2025 Ameriprise Financial Inc.11,659,314$1.09B0.3%+3.9%3.133%
8/14/2025 Lighthouse Investment Partners LLC36,666$3.51M0.1%+64.0%0.010%
8/14/2025 First Citizens Asset Management Inc.4,363$418K0.2%-15.0%0.001%
8/14/2025 Camarda Financial Advisors LLC12,751$1.22M0.5%+7.7%0.003%
8/14/2025 Graney & King LLC792$76K0.1%-54.8%0.000%
8/14/2025 Ausdal Financial Partners Inc.4,703$450K0.0%+7.5%0.001%
8/14/2025 Raymond James Financial Inc.5,884,673$563.58M0.2%-27.6%1.581%
8/14/2025 Transamerica Financial Advisors LLC100,204$9.60M0.9%+26.5%0.027%
8/14/2025 Soros Fund Management LLC500,000$47.89M0.6%N/A0.134%
8/14/2025 Betterment LLC74,802$7.16M0.0%+1.4%0.020%
8/14/2025 Karpus Management Inc.313,969$30.07M1.0%-25.1%0.084%
8/14/2025 Diversify Wealth Management LLC4,272$408K0.0%-5.4%0.001%
8/14/2025 Diversify Advisory Services LLC67,753$6.46M0.3%+744.2%0.018%
8/14/2025 Alliancebernstein L.P.1,969,452$188.61M0.1%-0.5%0.529%
8/14/2025 Tennessee Valley Asset Management Partners42,700$4.09M1.0%-34.6%0.011%
8/14/2025 HUB Investment Partners LLC9,344$895K0.0%-6.6%0.003%
8/14/2025 FWL Investment Management LLC3,085$295K0.1%N/A0.001%
8/14/2025 The Manufacturers Life Insurance Company 629,048$60.24M0.1%+5,080.3%0.169%
8/14/2025 Faithward Advisors LLC11,530$1.10M0.2%-21.3%0.003%
8/14/2025 NewEdge Advisors LLC223,771$21.43M0.1%+23.3%0.060%
8/14/2025 Integrated Investment Consultants LLC2,157$207K0.0%N/A0.001%
8/14/2025 Q Fund Management Hong Kong Ltd25,000$2.39M1.3%N/A0.007%
8/14/2025 Sentinus LLC77,452$7.42M1.8%+4.0%0.021%
8/14/2025 Prestige Wealth Management Group LLC993$95K0.0%+2,209.3%0.000%
8/14/2025 Gerber Kawasaki Wealth & Investment Management13,475$1.29M0.0%+34.4%0.004%
8/14/2025 SVB Wealth LLC2,311$221K0.0%N/A0.001%
8/14/2025 Transce3nd LLC47,128$4.51M1.9%+3.6%0.013%
8/14/2025 Ally Invest Advisors Inc.897,827$85.99M6.7%+1.5%0.241%
8/14/2025 Bank of Nova Scotia97,500$9.34M0.0%-25.0%0.026%
8/14/2025 Cary Street Partners Financial LLC6,876$659K0.0%-23.4%0.002%
8/14/2025 Cerity Partners LLC915,207$87.65M0.2%-9.0%0.246%
8/13/2025 Jump Financial LLC177,979$17.05M0.2%+159.8%0.048%
8/13/2025 Financial & Tax Architects LLC203,679$19.51M4.7%+5.4%0.055%
8/13/2025 StoneX Group Inc.2,227$213K0.0%N/A0.001%
8/13/2025 Cresset Asset Management LLC224,083$21.46M0.1%+8.2%0.060%
8/13/2025 Gateway Wealth Partners LLC3,740$358K0.1%N/A0.001%
8/13/2025 Capital Advisors Wealth Management LLC69,514$6.66M1.0%+2,399.6%0.019%
8/13/2025 Brown Advisory Inc.260,213$24.92M0.0%+0.9%0.070%
8/13/2025 Portland Global Advisors LLC182,558$17.48M2.1%-4.2%0.049%
8/13/2025 GeoWealth Management LLC12,468$1.19M0.0%+121.5%0.003%
8/13/2025 Dynamic Wealth Strategies LLC20,730$1.99M1.4%-80.8%0.006%
8/13/2025 Baird Financial Group Inc.2,634,983$252.35M0.4%+4.1%0.708%
8/13/2025 First Trust Advisors LP188,147$18.02M0.0%-1.4%0.051%
8/13/2025 Crescent Grove Advisors LLC13,646$1.31M0.1%+67.5%0.004%
8/13/2025 EverSource Wealth Advisors LLC1,321$127K0.0%-56.6%0.000%
8/13/2025 1832 Asset Management L.P.52,845$5.06M0.0%+1.0%0.014%
Could This Be the End of Retirement Worries? (Ad)

Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

Click here to see how to turn your savings into a monthly income machine.
8/13/2025 JT Stratford LLC39,345$3.77M0.6%+7.2%0.011%
8/13/2025 Twin Peaks Wealth Advisors LLC383$37K0.0%N/A0.000%
8/13/2025 RPg Family Wealth Advisory LLC64,162$6.15M1.6%-2.3%0.017%
8/13/2025 WCG Wealth Advisors LLC25,496$2.44M0.2%-89.7%0.007%
8/13/2025 Pinkerton Wealth LLC3,092$296K0.0%-98.1%0.001%
8/13/2025 Wellspring Financial Advisors LLC13,794$1.32M0.0%-36.7%0.004%
8/13/2025 Cerity Partners OCIO LLC2,577,769$246.87M13.7%-10.3%0.693%
8/13/2025 D L Carlson Investment Group Inc.6,658$638K0.1%+28.7%0.002%
8/13/2025 Willis Johnson & Associates Inc.334,137$32M2.2%+3.5%0.090%
8/13/2025 Fisher Asset Management LLC57,650,891$5.52B2.2%+4.9%15.493%
(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, 1,234 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 ($5.52B), FMR LLC ($2.74B), JPMorgan Chase & Co. ($2.61B), Morgan Stanley ($1.41B), Envestnet Asset Management Inc. ($1.19B), Ameriprise Financial Inc. ($1.09B), 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 1,103 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 ($32.51M), Wealthfront Advisers LLC ($15.62M), JPMorgan Chase & Co. ($8.91M), Raymond James Financial Inc. ($8.13M), Bank of Montreal Can ($5.39M), Cerity Partners OCIO LLC ($2.87M), and Captrust Financial Advisors ($2.77M).

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

Institutional investors have bought a total of 123,726,331 shares in the last 24 months. This purchase volume represents approximately $11.80B in transactions.

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

Of the 559 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), Nationwide Fund Advisors ($2.25M), Raymond James Financial Inc. ($2.24M), Ameriprise Financial Inc. ($1.94M), JPMorgan Chase & Co. ($1.82M), Members Trust Co ($1.51M), and PNC Financial Services Group Inc. ($1.46M).

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

Institutional investors have sold a total of 40,519,391 shares in the last 24 months. This volume of shares sold represents approximately $3.83B in transactions.



This page (NASDAQ:IEF) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners