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

iShares 7-10 Year Treasury Bond ETF logo
$94.12 0.00 (0.00%)
As of 07/2/2026 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)
$14.21B
Number of
Institutional Sellers
(last 12 months)
523
Total
Institutional Outflows
(last 12 months)
$3.51B
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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
7/2/2026 CX Institutional343$32K0.0%-23.9%0.000%
7/1/2026 Noble Wealth Management PBC1,693$160K0.1%-14.6%0.000%
7/1/2026 Eastern Bank570,453$53.95M0.8%+4,236.1%0.112%
7/1/2026 Beacon Wealthcare LLC419,938$39.71M12.7%+1.7%0.082%
6/30/2026VectorGlobal IAG Inc.2,783$266K0.1%N/A0.001%
6/24/2026Redwood Investment Management LLC12,906$1.23M0.2%+21.1%0.003%
6/22/2026Sapient Capital LLC6,255$597K0.0%-5.0%0.001%
6/3/2026NewEdge Advisors LLC369,077$35.23M0.1%-2.4%0.072%
6/2/2026Blue Edge Capital LLC344,363$32.87M4.4%+2.8%0.068%
6/1/2026Keel Point LLC289,749$27.65M1.8%+12.6%0.057%
5/29/2026Asset Dedication LLC555$53K0.0%+86.9%0.000%
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%
5/21/2026BankChampaign National Association758$72K0.1%N/A0.000%
5/20/2026Cadia Private Client LLC12,234$1.17M0.9%+31.3%0.002%
5/20/2026Arete Wealth Advisors LLC36,924$3.53M0.2%-52.0%0.007%
5/20/2026Leigh Baldwin & CO. LLC11,486$1.10M0.7%-4.7%0.002%
5/19/2026Western Wealth Management LLC30,641$2.92M0.1%+2.2%0.006%
5/19/2026Paragon Private Wealth Management LLC11,251$1.07M0.3%+8.3%0.002%
5/19/2026Bank of America Corp DE22,900,079$2.19B0.2%+69.8%4.489%
5/19/2026Ashton Thomas Securities LLC4,354$416K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors60,921$5.81M0.1%+125.2%0.012%
5/19/2026Arete Wealth Advisors LLC36,924$3.53M0.2%-52.0%0.007%
5/18/2026Amundi10,043$959K0.0%-59.0%0.002%
5/18/2026EverSource Wealth Advisors LLC1,898$181K0.0%-42.2%0.000%
5/18/2026Royal Bank of Canada3,388,286$323.38M0.1%+250.4%0.664%
5/18/2026Estate Counselors LLC227,204$21.68M1.9%+95.5%0.045%
5/16/2026The Manufacturers Life Insurance Company 270,840$25.85M0.0%+181.6%0.053%
5/16/2026Mittelman Wealth Management2,978$284K0.2%N/A0.001%
5/16/2026IMG Wealth Management Inc.3,969$379K0.2%N/A0.001%
5/16/2026SummitTX Capital L.P.77,953$7.44M0.2%+0.3%0.015%
5/16/2026Lazard Asset Management LLC44,590$4.26M0.0%+1.8%0.009%
5/16/2026Jessup Wealth Management Inc117,202$11.19M4.1%+2.4%0.023%
5/15/2026Legacy PCG LLC5,110$488K2.6%-92.2%0.001%
5/15/2026Gateway Wealth Partners LLC31,884$3.04M0.1%+380.5%0.006%
5/15/2026Turim 21 Investimentos Ltda.6,026$575K0.2%+178.2%0.001%
5/15/2026Quadcap Wealth Management LLC6,620$632K0.1%+6.6%0.001%
5/15/2026Ameraudi Asset Management Inc.114,677$10.95M6.0%+8.8%0.022%
5/15/2026FreeGulliver LLC45,230$4.32M1.8%+10.4%0.009%
5/15/2026Windsor Advisory Group LLC280$27K0.0%N/A0.000%
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5/15/2026Waverly Advisors LLC151,802$14.49M0.1%+14.1%0.030%
5/15/2026Wealth Alliance LLC40,157$3.83M0.4%+3.9%0.008%
5/14/2026Hilltop Holdings Inc.3,660$349K0.0%-94.7%0.001%
5/14/2026GC Wealth Management RIA LLC3,523$336K0.0%+27.3%0.001%
5/14/2026FCA Corp TX37,346$3.56M1.0%+6.5%0.007%
5/14/2026Compound Planning Inc.61,355$5.86M0.2%-3.0%0.012%
5/14/2026Modern Wealth Management LLC192,319$18.28M0.3%+14.2%0.038%
5/14/2026Keebeck Wealth Management11,098$1.06M0.1%+4.9%0.002%
5/14/2026Gibbs Wealth Management7,378$704K0.1%+26.2%0.001%
5/14/2026Group One Trading LLC5,469$522K0.0%N/A0.001%
5/14/2026Dow Chemical Co. DE40,176$3.83M1.6%+8.5%0.008%
5/14/2026Lido Advisors LLC31,583$3.01M0.0%+6.0%0.006%
5/13/2026Wealthspire Retirement LLC26,614$2.54M0.2%+12.9%0.005%
5/13/2026Dynamic Wealth Strategies LLC21,846$2.09M1.2%-25.2%0.004%
5/13/2026Prestige Wealth Management Group LLC24,409$2.33M0.5%+338.5%0.005%
5/13/2026Cambridge Associates LLC MA ADV201,989$19.28M0.3%+14.8%0.040%
5/13/2026Sachem Hill LLC314,918$30.06M5.8%+4.7%0.062%
5/13/2026NewEdge Wealth LLC17,707$1.69M0.0%N/A0.003%
5/13/2026First Citizens Bank & Trust Co.25,452$2.43M0.0%+19.9%0.005%
5/13/2026Transmarket Holdings LP192,393$18.36M9.8%+8,657.1%0.038%
5/13/2026First Trust Advisors LP264,156$25.21M0.0%+6.5%0.052%
5/12/2026Phillip James Consulting Co.94,262$9.00M6.7%N/A0.018%
5/12/2026Cadence Wealth Management LLC119,624$11.42M4.8%+44.0%0.023%
5/8/2026PNC Financial Services Group Inc.8,428,734$804.44M0.5%-0.7%1.652%
5/8/2026HORAN Wealth LLC8,301$798K0.1%N/A0.002%
5/8/2026Summit Asset Management LLC94,687$9.04M1.3%-2.6%0.019%
5/8/2026Madison Asset Management LLC169,189$16.15M0.2%+3.2%0.033%
5/8/2026Summit Global Investments346,492$33.07M2.0%+476.7%0.068%
5/8/2026CVS HEALTH Corp35,000$3.34M1.6%N/A0.007%
5/8/2026Cassaday & Co Wealth Management LLC562$54K0.0%N/A0.000%
5/8/2026Rice Partnership LLC942$90K0.0%+189.8%0.000%
5/8/2026Johnson Financial Group Inc.591$56K0.0%N/A0.000%
5/7/2026Legacy Wealth Managment LLC ID20,374$1.94M1.0%+6.6%0.004%
5/7/2026Hanover Advisors Inc.11,930$1.14M0.5%-2.7%0.002%
5/7/2026Hollencrest Capital Management1,611$154K0.0%-14.6%0.000%
5/7/2026Meeder Asset Management Inc.196,525$18.76M1.1%-69.9%0.039%
5/7/2026Balefire LLC22,810$2.18M0.4%+93.4%0.004%
5/7/2026AlphaCentric Advisors LLC8,031$766K0.8%+170.9%0.002%
5/7/2026Greenwood Gearhart LLC798,912$76.25M4.1%+9.5%0.157%
5/7/2026Marshall & Sterling Wealth Advisors Inc.32,652$3.12M2.0%+137.6%0.006%
5/7/2026Regimen Wealth LLC3,241$309K0.1%+11.1%0.001%
5/7/2026Little House Capital LLC113,621$10.84M2.8%-1.7%0.022%
5/7/2026Vision Retirement LLC1,052$100K0.0%-34.0%0.000%
5/7/2026AIA Group Ltd763,695$72.89M1.1%+21.2%0.150%
5/7/2026Crescent Grove Advisors LLC255,658$24.40M2.3%+1,469.6%0.050%
5/6/2026Benningfield Financial Advisors LLC207,357$19.79M15.6%+6.7%0.041%
5/6/2026Dorsey Wright & Associates103,243$9.85M1.2%+206.9%0.020%
5/6/2026Quadrant Private Wealth Management LLC8,955$855K0.1%+4.5%0.002%
5/6/2026Zhang Financial LLC13,541$1.29M0.0%+203.4%0.003%
5/6/2026Centennial Bank AR 1,896$181K0.1%-49.4%0.000%
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5/6/2026Modera Wealth Management LLC105,986$10.12M0.1%+143.4%0.021%
5/6/2026Assetmark Inc.1,336,059$127.51M0.3%+32.6%0.262%
5/6/2026Barings LLC288,213$27.51M0.4%-56.3%0.057%
5/6/2026Bessemer Group Inc.154,918$14.79M0.0%+3.0%0.030%
5/6/2026One Day In July LLC83,083$7.93M0.6%+0.4%0.016%
5/6/2026Thayer Partners LLC MA75,828$7.24M3.4%+3.4%0.015%
5/6/2026Independent Financial Group LLC12,713$1.21M0.0%N/A0.002%
5/6/2026Prosperity Consulting Group LLC6,269$598K0.0%-2.4%0.001%
5/6/2026BCM Advisors LLC31,461$2.97M0.6%-54.9%0.006%
5/5/2026Gallagher Capital Advisors LLC31,764$3.03M1.9%N/A0.006%


IEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,296 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 1,186 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 147,874,137 shares in the last 24 months. This purchase volume represents approximately $14.21B 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 36,557,202 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 7/5/2026 by MarketBeat.com Staff.
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