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

iShares 7-10 Year Treasury Bond ETF logo
$93.03 +0.18 (+0.19%)
As of 07/24/2026 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)
863
Total
Institutional Inflows
(last 12 months)
$13.94B
Number of
Institutional Sellers
(last 12 months)
492
Total
Institutional Outflows
(last 12 months)
$3.15B
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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
7/25/2026James Investment Research Inc.69,262$6.55M0.7%+12.3%0.014%
7/25/2026Legacy Advisors LLC23,561$2.23M0.2%N/A0.005%
7/25/2026Greenwood Gearhart LLC854,092$80.77M3.8%+6.9%0.169%
7/24/2026Avidian Wealth Enterprises LLC12,949$1.23M0.0%+30.2%0.003%
7/24/2026Transce3nd LLC1,784$167K1.5%N/A0.000%
7/24/2026D.A. Davidson & CO.73,871$6.99M0.0%+7.3%0.015%
7/24/2026Columbia Bank141,822$13.41M3.0%+112.6%0.028%
7/24/2026SimpliFi Inc.231,514$21.89M8.7%-0.3%0.046%
7/24/2026Surience Private Wealth LLC20,137$1.90M1.7%+88.6%0.004%
7/24/2026EverSource Wealth Advisors LLC943$89K0.0%-50.3%0.000%
7/24/2026Crewe Advisors LLC3,464$328K0.0%+507.7%0.001%
7/24/2026 Ignite Planners LLC3,477$329K0.0%-47.1%0.001%
7/24/2026 Dynamic Wealth Strategies LLC46,469$4.40M2.3%+112.7%0.009%
7/23/2026 Evergreen Private Wealth LLC30,671$2.90M1.1%N/A0.006%
7/23/2026 Etesian Wealth Advisors Inc.28,651$2.71M0.8%+25.9%0.006%
7/23/2026 Cape Investment Advisory Inc.357$34K0.0%N/A0.000%
7/23/2026 Ndwm LLC11,163$1.06M0.6%N/A0.002%
7/23/2026 Capital Investment Advisory Services LLC17,422$1.65M0.1%+10.5%0.003%
7/23/2026 Financial & Tax Architects LLC4,171$394K0.1%-97.9%0.001%
7/23/2026 McElhenny Sheffield Capital Management LLC1,017,476$96.22M23.8%N/A0.201%
7/23/2026 Columbus Macro LLC36,229$3.43M0.3%+2.0%0.007%
7/23/2026 Apollon Wealth Management LLC39,133$3.70M0.0%+10.7%0.008%
7/23/2026 SBI Securities Co. Ltd.8,983$850K0.0%-10.9%0.002%
7/23/2026 Albion Financial Group UT399$38K0.0%N/A0.000%
7/22/2026 Exchange Traded Concepts LLC182,904$17.30M0.1%-5.5%0.036%
7/22/2026 Two West Capital Advisors LLC9,212$862K0.4%+6.2%0.002%
7/22/2026 Entelevest LLC16,302$1.54M1.3%+3.2%0.003%
7/22/2026 Fortitude Advisory Group L.L.C.21,943$2.08M0.8%-15.2%0.004%
7/22/2026 Mirae Asset Global Investments Co. Ltd.473,040$44.74M0.1%+4.7%0.093%
7/22/2026 Braeburn Wealth Management LLC3,726$352K0.2%+4.5%0.001%
7/22/2026 Raleigh Capital Management Inc.20,440$1.93M0.6%+2,043,900.0%0.004%
7/22/2026 Forte Asset Management LLC35,209$3.33M1.4%+0.9%0.007%
7/22/2026 Laurel Oak Wealth Management LLC92,967$8.79M1.3%-2.3%0.018%
7/22/2026 Evolution Wealth Management Inc.2,052$194K0.1%+18.6%0.000%
7/22/2026 Cordoba Advisory Partners LLC180,881$17.11M3.6%+1.6%0.036%
7/22/2026 Greenleaf Trust1,064,492$100.67M1.0%+10.9%0.210%
7/21/2026 5T Wealth LLC21,536$2.04M0.8%+219.8%0.004%
7/21/2026 Legacy Private Trust Co.14,888$1.41M0.1%+193.8%0.003%
7/21/2026 Envestnet Portfolio Solutions Inc.595,640$56.33M0.3%+114.0%0.118%
7/21/2026 Triumph Capital Management5,625$532K0.1%+95.3%0.001%
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7/21/2026 Sound Income Strategies LLC3,332$315K0.0%+36.8%0.001%
7/21/2026 IFP Advisors Inc467,027$44.17M0.8%+31.9%0.092%
7/21/2026 Owl Creek Wealth Partners LLC1,374$130K0.0%+12.6%0.000%
7/21/2026 Merit Financial Group LLC40,738$3.85M0.0%+463.5%0.008%
7/20/2026 White Pine Investment CO81,884$7.74M1.7%+4.5%0.016%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors83,668$7.91M0.4%+323.5%0.017%
7/20/2026 Titleist Asset Management LLC198,568$18.78M1.3%+0.9%0.039%
7/20/2026 Sowell Financial Services LLC24,390$2.31M0.1%+50.7%0.005%
7/20/2026 West Paces Advisors Inc.271,846$25.71M4.3%-10.9%0.054%
7/10/2026 Insight Wealth Strategies LLC35,047$3.30M0.3%+7.5%0.007%
7/10/2026 Cabana LLC14,868$1.41M10.6%-2.5%0.003%
7/10/2026 Heck Capital Advisors LLC64,857$6.13M0.4%-53.3%0.013%
7/10/2026 FORM Wealth Advisors LLC249,869$23.63M2.6%+56.0%0.050%
7/10/2026 GenWealth Group Inc.509,980$48.23M7.5%+4.2%0.102%
7/10/2026 Canvas Wealth Advisors LLC5,300$501K0.1%N/A0.001%
7/10/2026 Community Financial Services Group LLC389,041$36.58M5.3%-12.0%0.078%
7/10/2026 Wealthcare Advisory Partners LLC1,008,438$95.37M1.8%-5.9%0.202%
7/10/2026 Warner Financial Inc.53,572$5.07M1.5%+0.9%0.011%
7/9/2026 Kraft Davis & Associates LLC2,256$211K0.0%N/A0.000%
7/9/2026 Centurion Wealth Management LLC2,453$232K0.1%N/A0.000%
7/9/2026 Matrix Trust Co19,259$1.82M0.3%+5.1%0.004%
7/9/2026 Wealthcare Capital Partners LLC41,803$3.95M1.6%+4.8%0.008%
7/9/2026 LWM Advisors Inc.33,411$3.16M2.4%+13.0%0.007%
7/9/2026 Ferguson Shapiro LLC17,543$1.66M0.5%N/A0.004%
7/9/2026 Sapient Capital LLC6,054$573K0.0%-3.2%0.001%
7/9/2026 Professional Financial Advisors LLC2,331$220K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.405,791$38.38M1.2%+5.8%0.081%
7/9/2026 Wealthcare Capital Management LLC1,843,045$174.30M16.5%+1.8%0.369%
7/9/2026 Ehrlich Financial Group20,416$1.93M1.0%-4.0%0.004%
7/9/2026 Breakwater Capital Group7,570$716K0.1%-10.9%0.002%
7/9/2026 Strategic Point Investment Advisors LLC154,555$14.62M1.9%+0.6%0.031%
7/8/2026 Gradient Investments LLC2,499$236K0.0%+18.5%0.000%
7/8/2026 Invariant Investment Management278,454$26.23M15.4%+24.9%0.056%
7/8/2026 AAFMAA Wealth Management & Trust LLC210,322$19.89M6.9%+10.0%0.042%
7/8/2026 First Heartland Consultants Inc.7,682$726K0.0%+13.0%0.002%
7/8/2026 Israel Discount Bank of New York19,113$1.81M3.3%+6.9%0.004%
7/7/2026 Dynamic Advisor Solutions LLC2,313$219K0.0%-13.4%0.000%
7/7/2026 Addis & Hill Inc9,078$859K0.5%N/A0.002%
7/7/2026 Central Pacific Bank Trust Division22,215$2.10M0.2%-44.4%0.004%
7/7/2026 CoreCap Advisors LLC2,881$272K0.0%-8.2%0.001%
7/7/2026 City Center Advisors LLC5,847$553K0.4%+15.3%0.001%
7/7/2026 Moulton Wealth Management Inc.5,982$563K0.4%-67.4%0.001%
7/6/2026 Hobart Private Capital LLC3,906$369K0.1%N/A0.001%
7/6/2026 Stableford Capital II LLC5,385$509K0.2%-94.6%0.001%
7/6/2026 RDA Financial Network3,070$290K0.1%+46.3%0.001%
7/6/2026 Dogwood Wealth Management LLC1,866$176K0.1%+8.4%0.000%
7/6/2026 Boltwood Capital Management30,368$2.87M0.7%+1.1%0.006%
7/6/2026 Trilogy Capital Inc.140,376$13.28M0.5%+205.7%0.028%
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%
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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%
6/22/2026 Sapient 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%


IEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,305 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 1,192 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 145,000,482 shares in the last 24 months. This purchase volume represents approximately $13.94B in transactions.

Of the 489 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), Kovitz Investment Group Partners LLC ($1.06M), Cerity Partners OCIO LLC ($1.01M), and The Manufacturers Life Insurance Company ($951.45K).

Institutional investors have sold a total of 32,825,221 shares in the last 24 months. This volume of shares sold represents approximately $3.15B in transactions.


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This page (NASDAQ:IEF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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