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

iShares 7-10 Year Treasury Bond ETF logo
$93.88 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern
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)
872
Total
Institutional Inflows
(last 12 months)
$14.18B
Number of
Institutional Sellers
(last 12 months)
523
Total
Institutional Outflows
(last 12 months)
$3.51B
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC3,324$317K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC10,099$964K0.1%-21.1%0.002%
5/21/2026 BankChampaign National Association758$72K0.1%N/A0.000%
5/20/2026 Cadia Private Client LLC12,234$1.17M0.9%+31.3%0.002%
5/20/2026 Arete Wealth Advisors LLC36,924$3.53M0.2%-52.0%0.007%
5/20/2026 Leigh Baldwin & CO. LLC11,486$1.10M0.7%-4.7%0.002%
5/19/2026 Western Wealth Management LLC30,641$2.92M0.1%+2.2%0.006%
5/19/2026 Paragon Private Wealth Management LLC11,251$1.07M0.3%+8.3%0.002%
5/19/2026 Bank of America Corp DE22,900,079$2.19B0.2%+69.8%4.489%
5/19/2026 Ashton Thomas Securities LLC4,354$416K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors60,921$5.81M0.1%+125.2%0.012%
5/19/2026 Arete Wealth Advisors LLC36,924$3.53M0.2%-52.0%0.007%
5/18/2026 Amundi10,043$959K0.0%-59.0%0.002%
5/18/2026 EverSource Wealth Advisors LLC1,898$181K0.0%-42.2%0.000%
5/18/2026 Royal Bank of Canada3,388,286$323.38M0.1%+250.4%0.664%
5/18/2026 Estate Counselors LLC227,204$21.68M1.9%+95.5%0.045%
5/16/2026 The Manufacturers Life Insurance Company 270,840$25.85M0.0%+181.6%0.053%
5/16/2026 Mittelman Wealth Management2,978$284K0.2%N/A0.001%
5/16/2026 IMG Wealth Management Inc.3,969$379K0.2%N/A0.001%
5/16/2026 SummitTX Capital L.P.77,953$7.44M0.2%+0.3%0.015%
5/16/2026 Lazard Asset Management LLC44,590$4.26M0.0%+1.8%0.009%
5/16/2026 Jessup Wealth Management Inc117,202$11.19M4.1%+2.4%0.023%
5/15/2026 Legacy PCG LLC5,110$488K2.6%-92.2%0.001%
5/15/2026 Gateway Wealth Partners LLC31,884$3.04M0.1%+380.5%0.006%
5/15/2026 Turim 21 Investimentos Ltda.6,026$575K0.2%+178.2%0.001%
5/15/2026 Quadcap Wealth Management LLC6,620$632K0.1%+6.6%0.001%
5/15/2026 Ameraudi Asset Management Inc.114,677$10.95M6.0%+8.8%0.022%
5/15/2026 FreeGulliver LLC45,230$4.32M1.8%+10.4%0.009%
5/15/2026 Windsor Advisory Group LLC280$27K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC151,802$14.49M0.1%+14.1%0.030%
5/15/2026 Wealth Alliance LLC40,157$3.83M0.4%+3.9%0.008%
5/14/2026 Hilltop Holdings Inc.3,660$349K0.0%-94.7%0.001%
5/14/2026 GC Wealth Management RIA LLC3,523$336K0.0%+27.3%0.001%
5/14/2026 FCA Corp TX37,346$3.56M1.0%+6.5%0.007%
5/14/2026 Compound Planning Inc.61,355$5.86M0.2%-3.0%0.012%
5/14/2026 Modern Wealth Management LLC192,319$18.28M0.3%+14.2%0.038%
5/14/2026 Keebeck Wealth Management11,098$1.06M0.1%+4.9%0.002%
5/14/2026 Gibbs Wealth Management7,378$704K0.1%+26.2%0.001%
5/14/2026 Group One Trading LLC5,469$522K0.0%N/A0.001%
5/14/2026 Dow Chemical Co. DE40,176$3.83M1.6%+8.5%0.008%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

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5/14/2026 Lido Advisors LLC31,583$3.01M0.0%+6.0%0.006%
5/13/2026 Wealthspire Retirement LLC26,614$2.54M0.2%+12.9%0.005%
5/13/2026 Dynamic Wealth Strategies LLC21,846$2.09M1.2%-25.2%0.004%
5/13/2026 Prestige Wealth Management Group LLC24,409$2.33M0.5%+338.5%0.005%
5/13/2026 Cambridge Associates LLC MA ADV201,989$19.28M0.3%+14.8%0.040%
5/13/2026 Sachem Hill LLC314,918$30.06M5.8%+4.7%0.062%
5/13/2026 NewEdge Wealth LLC17,707$1.69M0.0%N/A0.003%
5/13/2026 First Citizens Bank & Trust Co.25,452$2.43M0.0%+19.9%0.005%
5/13/2026 Transmarket Holdings LP192,393$18.36M9.8%+8,657.1%0.038%
5/13/2026 First Trust Advisors LP264,156$25.21M0.0%+6.5%0.052%
5/12/2026 Phillip James Consulting Co.94,262$9.00M6.7%N/A0.018%
5/12/2026 Cadence Wealth Management LLC119,624$11.42M4.8%+44.0%0.023%
5/8/2026 PNC Financial Services Group Inc.8,428,734$804.44M0.5%-0.7%1.652%
5/8/2026 HORAN Wealth LLC8,301$798K0.1%N/A0.002%
5/8/2026 Summit Asset Management LLC94,687$9.04M1.3%-2.6%0.019%
5/8/2026 Madison Asset Management LLC169,189$16.15M0.2%+3.2%0.033%
5/8/2026 Summit Global Investments346,492$33.07M2.0%+476.7%0.068%
5/8/2026 CVS HEALTH Corp35,000$3.34M1.6%N/A0.007%
5/8/2026 Cassaday & Co Wealth Management LLC562$54K0.0%N/A0.000%
5/8/2026 Rice Partnership LLC942$90K0.0%+189.8%0.000%
5/8/2026 Johnson Financial Group Inc.591$56K0.0%N/A0.000%
5/7/2026 Legacy Wealth Managment LLC ID20,374$1.94M1.0%+6.6%0.004%
5/7/2026 Hanover Advisors Inc.11,930$1.14M0.5%-2.7%0.002%
5/7/2026 Hollencrest Capital Management1,611$154K0.0%-14.6%0.000%
5/7/2026 Meeder Asset Management Inc.196,525$18.76M1.1%-69.9%0.039%
5/7/2026 Balefire LLC22,810$2.18M0.4%+93.4%0.004%
5/7/2026 AlphaCentric Advisors LLC8,031$766K0.8%+170.9%0.002%
5/7/2026 Greenwood Gearhart LLC798,912$76.25M4.1%+9.5%0.157%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.32,652$3.12M2.0%+137.6%0.006%
5/7/2026 Regimen Wealth LLC3,241$309K0.1%+11.1%0.001%
5/7/2026 Little House Capital LLC113,621$10.84M2.8%-1.7%0.022%
5/7/2026 Vision Retirement LLC1,052$100K0.0%-34.0%0.000%
5/7/2026 AIA Group Ltd763,695$72.89M1.1%+21.2%0.150%
5/7/2026 Crescent Grove Advisors LLC255,658$24.40M2.3%+1,469.6%0.050%
5/6/2026 Benningfield Financial Advisors LLC207,357$19.79M15.6%+6.7%0.041%
5/6/2026 Dorsey Wright & Associates103,243$9.85M1.2%+206.9%0.020%
5/6/2026 Quadrant Private Wealth Management LLC8,955$855K0.1%+4.5%0.002%
5/6/2026 Zhang Financial LLC13,541$1.29M0.0%+203.4%0.003%
5/6/2026 Centennial Bank AR 1,896$181K0.1%-49.4%0.000%
5/6/2026 Modera Wealth Management LLC105,986$10.12M0.1%+143.4%0.021%
5/6/2026 Assetmark Inc.1,336,059$127.51M0.3%+32.6%0.262%
5/6/2026 Barings LLC288,213$27.51M0.4%-56.3%0.057%
5/6/2026 Bessemer Group Inc.154,918$14.79M0.0%+3.0%0.030%
5/6/2026 One Day In July LLC83,083$7.93M0.6%+0.4%0.016%
5/6/2026 Thayer Partners LLC MA75,828$7.24M3.4%+3.4%0.015%
5/6/2026 Independent Financial Group LLC12,713$1.21M0.0%N/A0.002%
5/6/2026 Prosperity Consulting Group LLC6,269$598K0.0%-2.4%0.001%
5/6/2026 BCM Advisors LLC31,461$2.97M0.6%-54.9%0.006%
5/5/2026 Gallagher Capital Advisors LLC31,764$3.03M1.9%N/A0.006%
5/5/2026 Wealthfront Advisers LLC16,798$1.60M0.0%+42.5%0.003%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
5/5/2026 D.A. Davidson & CO.68,836$6.57M0.0%+1,329.9%0.013%
5/5/2026 Sharpepoint LLC6,285$600K0.4%-91.6%0.001%
5/5/2026 Compass Financial Group Inc.68,137$6.50M2.9%-0.7%0.013%
5/5/2026 Midwest Professional Planners LTD.20,400$1.95M0.5%+5.6%0.004%
5/5/2026 Bank of New York Mellon Corp346,576$33.08M0.0%+26.4%0.068%
5/5/2026 Pacific Wealth Management152,209$14.53M7.8%+5.1%0.030%
5/5/2026 IMC Chicago LLC35,009$3.34M0.0%+105.8%0.007%
5/5/2026 Robinson Value Management Ltd.21,611$2.06M1.1%+1.5%0.004%
5/5/2026 Geneos Wealth Management Inc.44,774$4.27M0.1%+17.3%0.009%
5/5/2026 Ethos Financial Group LLC13,729$1.31M0.1%-4.6%0.003%


IEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,298 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 ($12.97B), JPMorgan Chase & Co. ($3.29B), FMR LLC ($2.74B), Bank of America Corp DE ($2.19B), Morgan Stanley ($1.64B), Ameriprise Financial Inc. ($1.44B), and Envestnet Asset Management Inc. ($1.24B).Learn more on iShares 7-10 Year Treasury Bond ETF's 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.

Of the 1,185 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 ($108.72M), JPMorgan Chase & Co. ($16.42M), Wealthfront Advisers LLC ($15.63M), Bank of America Corp DE ($9.41M), Raymond James Financial Inc. ($8.45M), Bank of Montreal Can ($5.39M), and Ameriprise Financial Inc. ($4.81M).

Institutional investors have bought a total of 147,527,717 shares in the last 24 months. This purchase volume represents approximately $14.18B in transactions.

Of the 523 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: Captrust Financial Advisors ($4.88M), Northwestern Mutual Wealth Management Co. ($4.68M), Raymond James Financial Inc. ($2.24M), JPMorgan Chase & Co. ($1.39M), Armstrong Advisory Group Inc. ($1.12M), Kovitz Investment Group Partners LLC ($1.06M), and Nationwide Fund Advisors ($1.03M).

Institutional investors have sold a total of 36,587,166 shares in the last 24 months. This volume of shares sold represents approximately $3.51B in transactions.


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This page (NASDAQ:IEF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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