Go Pro

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

iShares 7-10 Year Treasury Bond ETF logo
$90.19 -0.97 (-1.06%)
Closing price 04:00 PM Eastern
Extended Trading
$90.34 +0.15 (+0.17%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
807
Total
Institutional Inflows
(last 12 months)
$13.28B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$2.59B
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.595,640$56.33M0.2%+114.0%0.129%
9/23/2026 Envestnet Asset Management Inc.15,382,662$1.45B0.2%+4.3%3.335%
9/17/2026 Wellington Altus USA Inc.4,830$461K0.3%-3.0%0.001%
9/9/2026 Core Capital Management & Research inc.34,222$3.18M1.7%N/A0.007%
9/9/2026 The Manufacturers Life Insurance Company298,082$28.19M0.0%+10.1%0.059%
9/9/2026 Blue Edge Capital LLC10,144$959K0.1%-97.1%0.002%
9/9/2026 Sequoia Financial Advisors LLC12,675$1.20M0.0%-43.4%0.002%
9/9/2026 Tidal Investments LLC42,660$4.03M0.0%-39.9%0.008%
9/9/2026 IPG Investment Advisors LLC108,690$10.28M1.5%+61.2%0.021%
9/9/2026 Lunt Capital Management Inc.3,717$352K0.1%-4.3%0.001%
9/9/2026 Capital Analysts LLC31,804$3.01M0.1%-2.6%0.006%
9/9/2026 Insight Wealth Partners LLC68,061$6.44M0.9%-6.1%0.013%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC83,694$7.92M0.5%+6.0%0.016%
9/9/2026 NorthRock Partners LLC662,231$62.63M0.9%+26.4%0.131%
9/9/2026 Integrated Wealth Concepts LLC132,696$12.55M0.1%+2.4%0.026%
9/9/2026 RFG Advisory LLC71,332$6.75M0.1%+343.5%0.014%
9/9/2026 NewEdge Advisors LLC382,730$36.20M0.1%+3.7%0.075%
9/9/2026 IFP Advisors Inc467,027$44.17M0.8%+31.9%0.092%
9/9/2026 Baird Financial Group Inc.2,666,597$252.18M0.3%-2.1%0.526%
9/9/2026 Centerline Wealth Advisors LLC27,869$2.64M0.8%N/A0.005%
9/9/2026 XY Planning Network Inc.5,562$526K0.1%-13.1%0.001%
9/8/2026 Hudock Inc.117,395$11.10M1.4%+2.7%0.023%
9/8/2026 Allworth Financial LP3,793$359K0.0%+10.4%0.001%
9/8/2026 Waverly Advisors LLC158,015$14.94M0.1%+4.1%0.031%
9/4/2026 Parkside Financial Bank & Trust714$68K0.0%N/A0.000%
9/3/2026 Anchor Capital Advisors LLC196,504$18.58M0.3%-1.2%0.039%
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%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%


IEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,292 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 1,177 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 137,261,471 shares in the last 24 months. This purchase volume represents approximately $13.19B in transactions.

Of the 433 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 26,999,244 shares in the last 24 months. This volume of shares sold represents approximately $2.59B in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners