Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free IEF Stock Alerts

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

iShares 7-10 Year Treasury Bond ETF logo
$92.42 +0.24 (+0.25%)
As of 12:57 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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)
805
Total
Institutional Inflows
(last 12 months)
$13.15B
Number of
Institutional Sellers
(last 12 months)
427
Total
Institutional Outflows
(last 12 months)
$2.55B
Get IEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 7-10 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/2/2026 1607 Capital Partners LLC112,316$10.62M0.5%-0.2%0.022%
8/27/2026 Corient Private Wealth LP137,362$12.99M0.0%-12.3%0.027%
8/26/2026 HORAN Wealth LLC6,114$578K0.1%-26.3%0.001%
8/26/2026 HighTower Advisors LLC743,484$70.31M0.1%+39.2%0.147%
8/23/2026 Hyundai Investments Co. Ltd.6,471$615K0.7%+86.9%0.001%
8/23/2026 DMC Group LLC21,025$1.99M1.4%+10.8%0.004%
8/23/2026 Ameritas Advisory Services LLC6,619$626K0.0%-58.5%0.001%
8/23/2026 Kintra Wealth LLC2,256$211K0.0%N/A0.000%
8/23/2026 Aspire Capital Advisors LLC65,724$6.22M1.2%+8.2%0.013%
8/23/2026 Semitam Bonam LLC27,659$2.62M1.9%+2.2%0.005%
8/23/2026 Fortitude Advisory Group L.L.C.21,943$2.08M0.8%-15.2%0.004%
8/23/2026 Kaydan Wealth Management Inc.119,262$11.28M3.4%-38.5%0.024%
8/22/2026 Advisory Solutions Group LLC2,505$237K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC305$29K0.0%N/A0.000%
8/22/2026 TOP Private Wealth LLC.30,812$2.91M2.8%N/A0.006%
8/22/2026 Strive Financial Group LLC309$29K0.0%+483.0%0.000%
8/22/2026 Blalock Williams LLC3,099$293K0.2%-35.6%0.001%
8/22/2026 Legacy Wealth Managment LLC ID19,407$1.84M0.8%-4.7%0.004%
8/22/2026 Rik Saylor Financial Inc.6,159$582K0.4%-2.0%0.001%
8/22/2026 Sapient Capital LLC6,054$573K0.0%-3.2%0.001%
8/22/2026 Rogco LP376$36K0.0%+300.0%0.000%
8/22/2026 Syon Capital LLC2,509$237K0.0%-4.4%0.000%
8/22/2026 TD Waterhouse Canada Inc.44,940$4.23M0.0%-15.6%0.009%
8/22/2026 Syntax Research Inc.141,033$13.34M9.8%+59.4%0.028%
8/22/2026 Premier Path Wealth Partners LLC123,390$11.67M1.3%+7.7%0.024%
8/22/2026 Kickstand Ventures LLC.11,883$1.12M0.2%N/A0.002%
8/22/2026 Concurrent Investment Advisors LLC187,958$17.78M0.2%-25.9%0.037%
8/21/2026 Kraft Davis & Associates LLC2,256$211K0.0%N/A0.000%
8/21/2026 WorthPointe LLC34,974$3.31M0.8%N/A0.007%
8/21/2026 Paragon Private Wealth Management LLC10,952$1.04M0.3%-2.7%0.002%
8/21/2026 Coppell Advisory Solutions LLC35,652$34K0.0%N/A0.007%
8/21/2026 Pacifica Partners Inc.6,022$567K0.2%-10.8%0.001%
8/21/2026 SkyOak Wealth LLC247,664$23.42M3.9%+53.1%0.049%
8/21/2026 KFA Private Wealth Group LLC2,599$246K0.1%N/A0.001%
8/21/2026 Sound Financial Strategies Group LLC2,460$233K0.1%-98.5%0.000%
8/21/2026 Midwest Professional Planners LTD.22,018$2.08M0.4%+7.9%0.004%
8/21/2026 Acorn Wealth Advisors LLC5,099$482K0.1%-25.3%0.001%
8/21/2026 Keeler Thomas Management LLC2,466$233K0.1%N/A0.000%
8/21/2026 Triumph Capital Management5,625$532K0.1%+95.3%0.001%
8/21/2026 Solstein Capital LLC36,208$3.42M1.1%+29.4%0.007%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
8/20/2026 Nwam LLC8,433$797K0.0%+142.6%0.002%
8/20/2026 BTG Pactual Asset Management US LLC29,495$2.79M0.2%+40.7%0.006%
8/20/2026 RPg Family Wealth Advisory LLC82,686$7.82M1.3%+7.6%0.016%
8/20/2026 Risk Paradigm Group LLC79,693$7.54M5.0%+8.9%0.016%
8/20/2026 Headlands Technologies LLC5,737$543K0.1%N/A0.001%
8/20/2026 Moore Capital Management LP770,000$72.82M1.1%N/A0.152%
8/20/2026 Sigma Planning Corp28,294$2.68M0.1%-20.8%0.006%
8/20/2026 Two Sigma Securities LLC35,628$3.37M0.3%-54.9%0.007%
8/20/2026 GTS Securities LLC53,643$5.07M0.1%+1,600.3%0.011%
8/20/2026 IMC Chicago LLC55,388$5.24M0.0%+58.2%0.011%
8/20/2026 Flputnam Investment Management Co.200,828$19.00M0.2%+3.8%0.040%
8/20/2026 Northwestern Mutual Wealth Management Co.5,068,013$479.28M0.3%+4.5%0.999%
8/20/2026 Hollencrest Capital Management1,365$129K0.0%-15.3%0.000%
8/20/2026 Greenwood Capital Associates LLC72,034$6.81M0.7%+2.2%0.014%
8/20/2026 Greenleaf Trust1,064,492$100.67M1.0%+10.9%0.210%
8/19/2026 Trustmark Bank Trust Department180,387$17.06M1.0%-7.6%0.036%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC34,691$3.28M0.0%-0.5%0.007%
8/19/2026 Van ECK Associates Corp1,019$96K0.0%+12.5%0.000%
8/19/2026 Lincoln Capital Corp126,444$11.96M3.9%+2.5%0.025%
8/19/2026 Hsbc Holdings PLC6,917$654K0.0%-12.3%0.001%
8/19/2026 Kingsview Wealth Management LLC323,298$30.57M0.4%+10.7%0.064%
8/18/2026 Beacon Pointe Advisors LLC225,650$21.34M0.1%+11.3%0.044%
8/18/2026 United Capital Financial Advisors LLC101,234$9.57M0.1%+19.7%0.020%
8/18/2026 Camarda Financial Advisors LLC3,130$296K0.1%-74.5%0.001%
8/18/2026 Copia Wealth Management1,922$182K0.1%-50.6%0.000%
8/18/2026 Caitlin John LLC7,549$714K0.4%+4.3%0.001%
8/18/2026 Equitable Holdings Inc.230,004$21.75M0.1%+33.4%0.045%
8/18/2026 Graybill Wealth Management LTD.98,598$9.32M2.5%+1.7%0.019%
8/18/2026 Coastal Bridge Advisors LLC44,853$4.24M0.3%-10.8%0.009%
8/18/2026Jefferies Financial Group Inc.38,397$3.63M0.0%-85.3%0.008%
8/17/2026 Blue Edge Capital LLC10,144$959K0.1%-97.1%0.002%
8/17/2026 Strive Financial Group LLC309$29K0.0%+483.0%0.000%
8/17/2026 Transamerica Financial Advisors LLC118,578$11.21M0.9%+1.3%0.023%
8/17/2026 Corient Private Wealth LP138,485$13.10M0.0%-11.6%0.027%
8/17/2026 Perennial Investment Advisors LLC4,166$394K0.0%+10.4%0.001%
8/17/2026 Ausdal Financial Partners Inc.16,089$1.52M0.1%-5.0%0.003%
8/17/2026 Bank of America Corp DE21,307,333$2.02B0.1%-7.0%4.199%
8/5/2026USA Financial Formulas129,169$12.33M2.3%N/A0.025%
7/25/2026 Greatmark Investment Partners Inc.26,556$2.51M0.3%-2.1%0.005%
7/25/2026 Prism Advisors Inc.16,419$1.55M0.4%+1.9%0.003%
7/25/2026 Farmers & Merchants Trust Co of Chambersburg PA43,935$4.16M1.1%+1.9%0.009%
7/25/2026 Quaker Wealth Management LLC190,443$18.01M5.2%+1.2%0.038%
7/25/2026 Bogart Wealth LLC558,248$52.79M1.8%+5.7%0.110%
7/25/2026 James Investment Research Inc.69,262$6.55M0.7%+12.3%0.014%
7/25/2026 Legacy Advisors LLC23,561$2.23M0.2%N/A0.005%
7/25/2026 Greenwood Gearhart LLC854,092$80.77M3.8%+6.9%0.169%
7/24/2026 Avidian Wealth Enterprises LLC12,949$1.23M0.0%+30.2%0.003%
7/24/2026 Transce3nd LLC1,784$167K1.5%N/A0.000%
7/24/2026 D.A. Davidson & CO.73,871$6.99M0.0%+7.3%0.015%
7/24/2026 Columbia Bank141,822$13.41M3.0%+112.6%0.028%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/24/2026 SimpliFi Inc.231,514$21.89M8.7%-0.3%0.046%
7/24/2026 Surience Private Wealth LLC20,137$1.90M1.7%+88.6%0.004%
7/24/2026 EverSource Wealth Advisors LLC943$89K0.0%-50.3%0.000%
7/24/2026 Crewe 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%


IEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,287 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 ($2.02B), 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 1,174 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. ($3.73M).

Institutional investors have bought a total of 136,855,337 shares in the last 24 months. This purchase volume represents approximately $13.15B in transactions.

Of the 427 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. ($4.30M), Bank of America Corp DE ($1.59M), Kovitz Investment Group Partners LLC ($1.06M), The Manufacturers Life Insurance Company ($951.45K), Meeder Asset Management Inc. ($777.38K), and Cerity Partners OCIO LLC ($714.96K).

Institutional investors have sold a total of 26,565,357 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


Related Companies

Institutional ownership data for NASDAQ:IEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Bezos… DOOMED
A single FCC filing hints Elon Musk is planning his biggest project yet - bigger than Tesla, SpaceX, and X com...
Paradigm Press | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel