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

iShares 7-10 Year Treasury Bond ETF logo
$95.68 +0.78 (+0.82%)
Closing price 08/1/2025 04:00 PM Eastern
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$95.68 -0.01 (-0.01%)
As of 08/1/2025 07:56 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)
818
Total
Institutional Inflows
(last 12 months)
$11.51B
Number of
Institutional Sellers
(last 12 months)
524
Total
Institutional Outflows
(last 12 months)
$3.44B
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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
8/1/2025James Investment Research Inc.57,608$5.52M0.7%-0.2%0.015%
8/1/2025Mizuho Markets Americas LLC166,279$15.93M0.5%-51.8%0.045%
8/1/2025Capital Investment Counsel LLC7,766$744K0.1%N/A0.002%
8/1/2025Boyd Watterson Asset Management LLC OH5,277$505K0.2%+15.9%0.001%
8/1/2025Rossby Financial LCC42,890$4.11M1.5%+3.9%0.012%
8/1/2025United Capital Management of KS Inc.223,447$21.40M3.4%N/A0.060%
8/1/2025Transcend Capital Advisors LLC19,417$1.86M0.1%-8.9%0.005%
8/1/2025Cobblestone Capital Advisors LLC NY463,937$44.43M2.3%+0.2%0.125%
8/1/2025Brookwood Investment Group LLC10,815$1.04M0.2%+4.5%0.003%
8/1/2025Banco Santander S.A.416,353$39.87M0.4%+52.9%0.112%
8/1/2025Ashton Thomas Private Wealth LLC27,668$2.65M0.1%+95.2%0.007%
8/1/2025Envestnet Asset Management Inc.12,444,874$1.19B0.3%+0.4%3.348%
7/31/2025 Wealthfront Advisers LLC7,689$736K0.0%+39.5%0.002%
7/31/2025 Cosner Financial Group LLC12,306$1.18M0.7%-1.7%0.003%
7/31/2025 VestGen Investment Management26,291$2.52M1.8%+15.1%0.007%
7/31/2025 Ballast Advisors LLC1,424$136K0.0%+87.4%0.000%
7/31/2025 Forte Asset Management LLC36,309$3.48M1.8%-8.7%0.010%
7/31/2025 Schoolcraft Capital LLC298,071$28.55M5.8%-9.9%0.080%
7/31/2025 Graybill Wealth Management LTD.93,411$8.95M2.9%-0.7%0.025%
7/31/2025 Leavell Investment Management Inc.56,469$5.41M0.2%-5.3%0.015%
7/31/2025 TSA Wealth Managment LLC3,304$316K0.1%-9.5%0.001%
7/31/2025 Rational Advisors Inc.5,040$483K0.0%-83.3%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC8,131$779K0.0%+18.3%0.002%
7/31/2025 Richards Merrill & Peterson Inc.499$48K0.0%N/A0.000%
7/31/2025 Carrera Capital Advisors3,832$367K0.1%-7.7%0.001%
7/31/2025 DDD Partners LLC43,067$4.13M0.4%-2.6%0.012%
7/31/2025 AlphaQuest LLC288,165$27.60M2.7%N/A0.078%
7/31/2025 3EDGE Asset Management LP724,722$69.41M4.3%-1.2%0.195%
7/31/2025 Moloney Securities Asset Management LLC4,313$413K0.1%N/A0.001%
7/31/2025 GenTrust LLC595,000$56.98M2.7%-11.9%0.160%
7/31/2025 Arrien Investments Inc.10,889$1.04M0.7%+5.9%0.003%
7/30/2025 First Citizens Bank & Trust Co.25,959$2.49M0.0%-3.0%0.007%
7/30/2025 Roman Butler Fullerton & Co.3,657$346K0.1%N/A0.001%
7/30/2025 Strategic Blueprint LLC22,452$2.15M0.1%+1.6%0.006%
7/30/2025 Pacific Wealth Management134,178$12.85M6.3%N/A0.036%
7/30/2025 Greatmark Investment Partners Inc.33,536$3.21M0.4%-1.8%0.009%
7/30/2025 Caliber Wealth Management LLC KS6,755$647K0.1%-8.8%0.002%
7/30/2025 BCM Advisors LLC68,795$6.55M1.4%+17.7%0.019%
7/30/2025 TFB Advisors LLC5,756$551K0.1%+92.4%0.002%
7/30/2025 Members Trust Co1,248,991$119.62M4.1%-24.2%0.338%
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7/30/2025 Exencial Wealth Advisors LLC8,333$798K0.0%-9.7%0.002%
7/30/2025 Brookstone Capital Management94,981$9.10M0.1%-45.9%0.026%
7/30/2025 FNY Investment Advisers LLC1,000$95K0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.34,922$3.35M0.0%-76.3%0.009%
7/30/2025 Cullen Frost Bankers Inc.22,878$2.19M0.0%+18.7%0.006%
7/30/2025 Wallace Advisory Group LLC18,116$1.73M1.2%-4.3%0.005%
7/30/2025 MTC Wealth Management LLC86,965$8.33M4.0%-3.2%0.024%
7/30/2025 Bogart Wealth LLC473,594$45.36M1.9%+2.9%0.128%
7/30/2025 First Interstate Bank55,004$5.27M0.3%N/A0.015%
7/30/2025 WBH Advisory Inc.18,480$1.77M0.2%+73.9%0.005%
7/29/2025 Accretive Wealth Partners LLC3,000$287K0.1%-16.7%0.001%
7/29/2025 Stephens Inc. AR41,845$4.01M0.1%+7.7%0.011%
7/29/2025 Liberty Square Wealth Partners LLC2,183$209K0.1%-9.1%0.001%
7/29/2025 Balboa Wealth Partners3,473$333K0.1%N/A0.001%
7/29/2025 Chicago Partners Investment Group LLC89,205$8.44M0.2%+1.9%0.024%
7/29/2025 Systelligence LLC82,285$7.88M1.5%+77.7%0.022%
7/29/2025 International Assets Investment Management LLC13,248$1.27M0.1%-11.6%0.004%
7/29/2025 Signature Estate & Investment Advisors LLC11,909$1.14M0.0%+10.8%0.003%
7/29/2025 Koshinski Asset Management Inc.33,111$3.17M0.2%-17.3%0.009%
7/29/2025 Robinson Value Management Ltd.22,413$2.15M1.3%-4.8%0.006%
7/29/2025 Spreng Capital Management Inc.16,506$1.58M0.7%-3.0%0.004%
7/29/2025 ShoreHaven Wealth Partners LLC16,844$1.61M0.7%+2.1%0.005%
7/29/2025 Stordahl Capital Management Inc.32,176$3.08M0.7%-22.1%0.009%
7/29/2025 Stratos Wealth Partners LTD.14,449$1.38M0.0%-17.1%0.004%
7/29/2025 AssuredPartners Investment Advisors LLC13,121$1.26M0.3%-74.6%0.004%
7/29/2025 Stratos Wealth Advisors LLC23,508$2.25M0.1%+18.4%0.006%
7/29/2025 Private Trust Co. NA4,058$389K0.0%-8.7%0.001%
7/29/2025 Two West Capital Advisors LLC5,854$555K0.4%N/A0.002%
7/29/2025 Vectors Research Management LLC6,915$662K0.2%N/A0.002%
7/29/2025 Values First Advisors Inc.51,944$4.98M2.7%-1.6%0.014%
7/29/2025 Semitam Bonam LLC22,971$2.20M2.1%N/A0.006%
7/29/2025 Werba Rubin Papier Wealth Management114,634$10.98M2.1%+18.9%0.031%
7/29/2025 Stableford Capital II LLC97,629$9.25M3.5%-1.4%0.026%
7/28/2025 Wealthspan Partners LLC2,354$225K0.1%-71.4%0.001%
7/28/2025 WealthPlan Investment Management LLC2,258$216K0.0%N/A0.001%
7/28/2025 Allianz Asset Management GmbH62,960$6.03M0.0%+1,285.0%0.017%
7/28/2025 Duncker Streett & Co. Inc.1,437$138K0.0%-24.0%0.000%
7/28/2025 Rik Saylor Financial Inc.6,633$635K0.5%-2.5%0.002%
7/28/2025 Copia Wealth Management1,517$145K0.1%-34.9%0.000%
7/28/2025 Mutual Advisors LLC1,933,490$183.18M4.6%+11.3%0.523%
7/28/2025 Ritholtz Wealth Management148,110$14.18M0.3%+2.4%0.040%
7/28/2025 SFG Wealth Management LLC.50,281$4.82M2.9%-18.1%0.014%
7/28/2025 Harbour Investments Inc.3,122$299K0.0%+8.0%0.001%
7/28/2025 JGP Wealth Management LLC4,912$470K0.1%N/A0.001%
7/28/2025 Innova Wealth Partners4,375$419K0.2%-95.5%0.001%
7/28/2025 Courier Capital LLC6,240$598K0.0%N/A0.002%
7/28/2025 Sagespring Wealth Partners LLC8,697$833K0.0%-29.8%0.002%
7/28/2025 Wilmington Savings Fund Society FSB6,272$601K0.0%-7.9%0.002%
7/28/2025 RFG Advisory LLC12,324$1.18M0.0%-95.4%0.003%
7/28/2025 Axxcess Wealth Management LLC24,299$2.33M0.1%-88.3%0.007%
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7/25/2025 Northwest Capital Management Inc915$88K0.0%-23.3%0.000%
7/25/2025 NorthRock Partners LLC841$81K0.0%-36.1%0.000%
7/25/2025 Verdence Capital Advisors LLC2,752$264K0.0%-13.2%0.001%
7/25/2025 Atria Wealth Solutions Inc.88,026$8.43M0.2%-24.8%0.024%
7/25/2025 Envestnet Portfolio Solutions Inc.221,919$21.25M0.1%+7.7%0.060%
7/25/2025 Sequoia Financial Advisors LLC8,672$830K0.0%+24.2%0.002%
7/25/2025 MGO One Seven LLC42,484$4.07M0.1%-3.1%0.012%
7/25/2025 Joel Adams & Associates Inc.4,116$394K0.3%+3.1%0.001%
7/25/2025 SPC Financial Inc.57,891$5.54M0.5%+4.0%0.016%
7/25/2025 CWM LLC117,482$11.25M0.0%+4.1%0.032%
(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, 1,221 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. ($1.19B), 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 1,096 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 Captrust Financial Advisors ($2.27M).

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

Institutional investors have bought a total of 120,813,173 shares in the last 24 months. This purchase volume represents approximately $11.51B in transactions.

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

Of the 524 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), Ameriprise Financial Inc. ($1.94M), Members Trust Co ($1.51M), Armstrong Advisory Group Inc. ($1.29M), JPMorgan Chase & Co. ($1.02M), and Northwestern Mutual Wealth Management Co. ($923.81K).

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

Institutional investors have sold a total of 36,516,785 shares in the last 24 months. This volume of shares sold represents approximately $3.44B in transactions.



This page (NASDAQ:IEF) was last updated on 8/2/2025 by MarketBeat.com Staff
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