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

$92.54
+0.08 (+0.09%)
(As of 05/6/2024 ET)

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)
677
Total
Institutional Inflows
(last 12 months)
$13.22B
Number of
Institutional Sellers
(last 12 months)
420
Total
Institutional Outflows
(last 12 months)
$5.75B
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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
5/7/2024SG Americas Securities LLC378,205$35.80M0.2%+191.8%0.123%
5/7/2024AIA Group Ltd69,500$6.58M0.2%-32.9%0.023%
5/6/2024Envestnet Portfolio Solutions Inc.371,697$35.19M0.1%-0.8%0.121%
5/6/2024Leuthold Group LLC48,204$4.56M0.5%+59.8%0.016%
5/6/2024Custos Family Office LLC59,636$5.65M2.9%+4.0%0.019%
5/6/2024VitalStone Financial LLC2,643$250K0.2%-11.2%0.001%
5/6/2024Advisory Services Network LLC38,658$3.66M0.1%-27.7%0.013%
5/6/2024Advisory Alpha LLC37,827$3.58M0.1%-0.9%0.012%
5/4/2024 SPC Financial Inc.47,946$4.54M0.4%N/A0.016%
5/4/2024 Geneos Wealth Management Inc.40,631$3.85M0.2%+4.0%0.013%
5/4/2024 9258 Wealth Management LLC109,959$10.41M1.6%+1.2%0.036%
5/4/2024 Avalon Advisory Group710,646$67.27M32.6%+5.4%0.232%
5/4/2024 One Degree Advisors Inc33,538$3.18M1.6%+0.4%0.011%
5/4/2024 Csenge Advisory Group4,462$422K0.0%-19.8%0.001%
5/3/2024 FDx Advisors Inc.7,285$690K0.1%-19.6%0.002%
5/3/2024 Forte Asset Management LLC42,974$4.07M2.5%+14.7%0.014%
5/3/2024 Larson Financial Group LLC1,637$155K0.0%-16.5%0.001%
5/3/2024 Pictet North America Advisors SA64,484$6.10M0.7%-56.6%0.021%
5/3/2024 Central Pacific Bank Trust Division69,581$6.51M0.8%N/A0.023%
5/3/2024 Smith Salley Wealth Management74,034$7.01M0.5%-14.0%0.024%
5/3/2024 Meridian Management Co.42,658$4.04M1.1%+3.7%0.014%
5/3/2024 Compass Financial Group Inc.73,994$7.00M3.7%-0.2%0.024%
5/2/2024 Mutual Advisors LLC69,733$6.60M0.2%+22.4%0.023%
5/2/2024 RiverFront Investment Group LLC31,038$2.94M0.1%-2.2%0.010%
5/2/2024 Financial Counselors Inc.7,855$744K0.0%+150.8%0.003%
5/2/2024 Hudock Inc.101,954$9.65M2.1%-0.2%0.033%
5/2/2024 Adapt Wealth Advisors LLC12,382$1.17M0.8%N/A0.004%
5/2/2024 Haverford Trust Co130,770$12.38M0.1%+7.3%0.043%
5/2/2024 Horan Securities Inc.8,768$830K0.4%-5.6%0.003%
5/2/2024 Lincoln National Corp61,352$5.81M0.1%+19.7%0.020%
5/2/2024 Almanack Investment Partners LLC.55,878$5.29M0.9%+10.5%0.018%
5/2/2024 Bryn Mawr Capital Management LLC26,488$2.51M0.1%+13.4%0.009%
5/2/2024 Goelzer Investment Management Inc.6,833$647K0.0%-53.0%0.002%
5/2/2024 Lewis Asset Management LLC21,026$1.99M1.6%+6.7%0.007%
5/2/2024 Hollencrest Capital Management22,585$2.14M0.1%-2.3%0.007%
5/2/2024 Hanlon Investment Management Inc.8,853$838K0.3%+61.9%0.003%
5/1/2024 GLOBALT Investments LLC GA2,370$224K0.0%-99.8%0.001%
5/1/2024 Janney Capital Management LLC107,210$10.15M0.7%-1.5%0.035%
5/1/2024 Janney Montgomery Scott LLC1,833,802$173.59M0.5%+33.4%0.596%
5/1/2024 Blue Trust Inc.4,899,206$463.76M6.5%+9.7%1.593%
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5/1/2024 Ballast Advisors LLC1,531$145K0.0%-11.2%0.000%
5/1/2024 Centric Wealth Management50,917$4.66M1.5%-11.1%0.017%
5/1/2024 Mirae Asset Global Investments Co. Ltd.224,411$21.24M0.0%+33.5%0.073%
5/1/2024 Concourse Financial Group Securities Inc.19,210$1.82M0.1%+369.9%0.006%
5/1/2024 Prosperity Consulting Group LLC18,340$1.74M0.2%N/A0.006%
5/1/2024 Starfox Financial Services LLC3,314$304K0.3%-15.4%0.001%
5/1/2024 Diversify Advisory Services LLC12,495$1.17M0.1%N/A0.004%
4/30/2024 Private Advisor Group LLC136,677$12.94M0.1%+51.7%0.044%
4/30/2024 J.W. Cole Advisors Inc.14,321$1.36M0.1%+287.2%0.005%
4/30/2024 Hartline Investment Corp7,307$692K0.1%N/A0.002%
4/30/2024 Norden Group LLC5,396$511K0.0%N/A0.002%
4/30/2024 Fortis Group Advisors LLC2,725$258K0.0%-93.2%0.001%
4/30/2024 Beam Wealth Advisors Inc.27,079$2.56M1.5%N/A0.009%
4/30/2024 Foundry Financial Group Inc.73,262$6.94M4.9%+52.6%0.024%
4/30/2024 Woodward Diversified Capital LLC2,679$254K0.2%-19.9%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.460$44K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors2,418$229K0.0%-5.2%0.001%
4/30/2024 Perigon Wealth Management LLC127,991$12.12M0.4%+73.7%0.042%
4/30/2024 SkyOak Wealth LLC75,258$7.12M1.7%+17.2%0.024%
4/30/2024 M3 Advisory Group LLC6,430$609K0.6%-18.8%0.002%
4/30/2024 Independent Family Office LLC24,322$2.30M1.2%+1.2%0.008%
4/30/2024 Allspring Global Investments Holdings LLC271,568$25.71M0.0%+7.9%0.088%
4/29/2024Commonwealth Equity Services LLC665,637$63.01M0.1%-4.3%0.216%
4/29/2024 Boyd Watterson Asset Management LLC OH4,734$448K0.2%-10.0%0.002%
4/29/2024 Greenleaf Trust3,172$300K0.0%-14.2%0.001%
4/29/2024 ETF Store Inc.25,711$2.43M1.4%+15.5%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.409$39K0.0%+20,350.0%0.000%
4/29/2024 Phillips Wealth Planners LLC4,284$391K0.4%-10.9%0.001%
4/29/2024 Crescent Grove Advisors LLC69,305$6.56M0.7%-19.7%0.023%
4/27/2024 White Pine Investment CO42,889$4.06M1.2%+5.5%0.014%
4/27/2024 Vigilare Wealth Management6,858$649K0.3%-76.5%0.002%
4/27/2024 BayBridge Capital Group LLC12,071$1.11M1.0%-2.2%0.004%
4/26/2024 Pinnacle Associates Ltd.97,370$9.22M0.1%+9.3%0.032%
4/26/2024 UMB Bank n.a.3,068$290K0.0%-7.9%0.001%
4/26/2024 Crestone Asset Management LLC7,330$694K0.1%-65.5%0.002%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA18,018$1.71M0.7%N/A0.006%
4/26/2024 Sage Advisory Services Ltd.Co.37,701$3.57M1.0%-0.3%0.012%
4/26/2024 Bond & Devick Financial Network Inc.3,439$326K0.2%-27.0%0.001%
4/26/2024 MTC Wealth Management LLC238,389$22.57M10.4%-20.2%0.078%
4/26/2024 Members Trust Co2,783,495$263.49M7.9%-15.8%0.907%
4/26/2024 Chicago Partners Investment Group LLC73,113$6.72M0.3%+8.7%0.024%
4/26/2024 Carr Financial Group Corp18,166$1.72M0.6%+12.4%0.006%
4/26/2024 Verdence Capital Advisors LLC3,706$351K0.0%+14.5%0.001%
4/26/2024 Davies Financial Advisors Inc.4,148$393K0.4%N/A0.001%
4/26/2024 Meridian Wealth Management LLC34,350$3.25M0.5%N/A0.011%
4/26/2024 Bogart Wealth LLC820,434$77.66M4.0%+13.9%0.267%
4/25/2024 One Day In July LLC220,923$20.91M2.8%-28.1%0.072%
4/25/2024 Strategy Asset Managers LLC3,108$294K0.1%-39.7%0.001%
4/25/2024 BCM Advisors LLC2,931$268K0.1%-76.3%0.001%
4/25/2024 HTLF Bank3,102$294K0.0%+3.9%0.001%
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4/25/2024 Capital Investment Advisory Services LLC28,657$2.71M0.3%-37.8%0.009%
4/25/2024 Simplex Trading LLC167,310$15.84M0.0%+43.5%0.055%
4/25/2024 L.M. Kohn & Company6,820$646K0.2%+28.1%0.002%
4/25/2024 Presidio Capital Management LLC168,403$15.94M11.6%+46.9%0.055%
4/25/2024 Summit Financial LLC34,878$3.30M0.2%+3.3%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.288,523$27.31M0.1%+8.8%0.094%
4/24/2024 Leavell Investment Management Inc.17,457$1.65M0.1%+1.6%0.006%
4/24/2024 Krilogy Financial LLC42,832$4.06M0.3%-12.0%0.014%
4/24/2024 CENTRAL TRUST Co818$77K0.0%+245.1%0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.7,656$725K0.5%-88.8%0.002%
(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, 1,057 institutional investors and hedge funds held shares of iShares 7-10 Year Treasury Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($31.42B), FMR LLC ($3.36B), JPMorgan Chase & Co. ($3.32B), Morgan Stanley ($1.41B), K.J. Harrison & Partners Inc ($1.30B), Envestnet Asset Management Inc. ($1.16B), and UBS Group AG ($993.99M).Learn more on IEF's institutional investors.

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

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

Of the 950 institutional investors that purchased iShares 7-10 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($27.75M), JPMorgan Chase & Co. ($25.77M), Envestnet Asset Management Inc. ($14.60M), Charles Schwab Investment Management Inc. ($12.45M), Captrust Financial Advisors ($7.02M), Raymond James & Associates ($6.20M), and Assetmark Inc. ($4.93M).

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

Institutional investors have bought a total of 217,614,888 shares in the last 24 months. This purchase volume represents approximately $36.97B in transactions.

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

Of the 603 institutional investors that sold iShares 7-10 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.76M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($4.89M), Fisher Asset Management LLC ($4.52M), Osaic Holdings Inc. ($2.70M), Assetmark Inc. ($2.52M), and PNC Financial Services Group Inc. ($2.43M).

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

Institutional investors have sold a total of 84,217,660 shares in the last 24 months. This volume of shares sold represents approximately $11.99B in transactions.


This page (NASDAQ:IEF) was last updated on 5/7/2024 by MarketBeat.com Staff

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