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

iShares 7-10 Year Treasury Bond ETF logo
$89.54 +0.11 (+0.12%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$89.48 -0.06 (-0.07%)
As of 10/13/2026 07:54 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)
808
Total
Institutional Inflows
(last 12 months)
$13.42B
Number of
Institutional Sellers
(last 12 months)
432
Total
Institutional Outflows
(last 12 months)
$2.52B
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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
10/13/2026Twele Capital Management Inc.562,022$50.19M8.3%+3.7%0.122%
10/13/2026Courier Capital LLC10,466$935K0.2%-91.5%0.002%
10/13/2026Catalyst Private Wealth LLC12,004$1.07M0.5%+55.6%0.003%
10/13/2026Lincoln Capital Corp137,459$12.28M4.0%+8.7%0.030%
10/10/2026Armstrong Advisory Group Inc.623,109$55.65M3.4%+4,437.3%0.134%
10/10/2026Gilpin Wealth Management LLC13,046$1.17M0.8%+11.3%0.003%
10/10/2026Prism Advisors Inc.21,929$1.96M0.5%+33.6%0.005%
10/10/2026Atlas Brown Inc.20,878$1.87M0.5%+3.4%0.004%
10/9/2026Capital Advisors Wealth Management LLC45,581$4.07M0.5%-2.5%0.010%
10/9/2026Biltmore Wealth Management LLC35,414$3.16M1.0%+13.0%0.008%
10/9/2026GK Wealth Management LLC546$49K0.0%N/A0.000%
10/9/2026Cypress Financial Planning LLC10,068$899K0.2%-35.2%0.002%
10/9/2026Insight Wealth Strategies LLC36,078$3.22M0.3%+2.9%0.008%
10/9/2026Breakwater Capital Group2,507$224K0.0%-66.9%0.001%
10/9/2026Acropolis Investment Management LLC67,080$5.99M0.2%-2.1%0.014%
10/9/2026First Heartland Consultants Inc.8,015$716K0.0%+4.3%0.002%
10/8/2026Invariant Investment Management295,577$26.32M15.4%+6.1%0.063%
10/8/2026Hamilton Capital LLC7,223$645K0.0%+18.4%0.002%
10/8/2026Independence Financial Advisors LLC6,551$585K0.1%-54.4%0.001%
10/8/2026Farther Finance Advisors LLC43,430$3.88M0.0%+15.0%0.009%
10/8/2026Sapient Capital LLC5,501$491K0.0%-9.1%0.001%
10/8/2026CoreCap Advisors LLC8,040$718K0.0%+179.1%0.002%
10/8/2026Titleist Asset Management LLC189,320$16.91M1.1%-4.7%0.041%
10/8/2026Avidian Wealth Enterprises LLC4,626$413K0.0%-64.3%0.001%
10/8/2026LWM Advisors Inc.32,423$2.90M2.2%-3.0%0.007%
10/8/2026Tactive Advisors LLC3,386$302K0.1%N/A0.001%
10/8/2026Whalen Wealth Management Inc.51,374$4.59M2.0%+506.4%0.011%
10/8/2026City Center Advisors LLC6,595$589K0.4%+12.8%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.62,363$5.57M0.6%-2.3%0.013%
10/7/2026MFA Wealth Advisors LLC24,821$2.22M0.3%+2.0%0.005%
10/7/2026SigFig Wealth Management LLC2,502$223K0.0%N/A0.001%
10/7/2026Matrix Trust Co18,960$1.69M0.2%-1.6%0.004%
10/6/2026Legacy Private Trust Co.8,493$759K0.0%-43.0%0.002%
10/6/2026Central Pacific Bank Trust Division21,815$1.95M0.2%-1.8%0.005%
10/5/2026Pacific Wealth Management101,981$9.11M7.3%-35.8%0.022%
10/5/2026Ballew Advisors Inc65,561$5.84M2.9%+15.2%0.014%
10/5/2026Tompkins Financial Corp458$41K0.0%N/A0.000%
10/5/2026Eastern Bank1,346,447$120.25M1.8%+136.0%0.289%
10/5/2026FC Advisory LLC3,406$304K0.1%+4.5%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB8,234$735K0.0%+8.0%0.002%
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10/2/2026 Silverleafe Capital Partners LLC177,759$15.88M4.5%N/A0.039%
10/2/2026 Boltwood Capital Management31,290$2.80M0.6%+3.0%0.007%
10/2/2026 CX Institutional469$42K0.0%+36.7%0.000%
10/2/2026 Beacon Wealthcare LLC430,508$38.45M12.2%+2.5%0.094%
10/1/2026 Noble Wealth Management PBC1,427$127K0.1%-15.7%0.000%
10/1/2026 Montecito Bank & Trust5,832$521K0.1%+11.0%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.595,640$56.33M0.2%+114.0%0.129%
9/23/2026Envestnet Asset Management Inc.15,382,662$1.45B0.2%+4.3%3.335%
9/17/2026Wellington Altus USA Inc.4,830$461K0.3%-3.0%0.001%
9/9/2026Core Capital Management & Research inc.34,222$3.18M1.7%N/A0.007%
9/9/2026The Manufacturers Life Insurance Company298,082$28.19M0.0%+10.1%0.059%
9/9/2026Blue Edge Capital LLC10,144$959K0.1%-97.1%0.002%
9/9/2026Sequoia Financial Advisors LLC12,675$1.20M0.0%-43.4%0.002%
9/9/2026Tidal Investments LLC42,660$4.03M0.0%-39.9%0.008%
9/9/2026IPG Investment Advisors LLC108,690$10.28M1.5%+61.2%0.021%
9/9/2026Lunt Capital Management Inc.3,717$352K0.1%-4.3%0.001%
9/9/2026Capital Analysts LLC31,804$3.01M0.1%-2.6%0.006%
9/9/2026Insight Wealth Partners LLC68,061$6.44M0.9%-6.1%0.013%
9/9/2026Pinnacle Wealth Management Advisory Group LLC83,694$7.92M0.5%+6.0%0.016%
9/9/2026NorthRock Partners LLC662,231$62.63M0.9%+26.4%0.131%
9/9/2026Integrated Wealth Concepts LLC132,696$12.55M0.1%+2.4%0.026%
9/9/2026RFG Advisory LLC71,332$6.75M0.1%+343.5%0.014%
9/9/2026NewEdge Advisors LLC382,730$36.20M0.1%+3.7%0.075%
9/9/2026IFP Advisors Inc467,027$44.17M0.8%+31.9%0.092%
9/9/2026Baird Financial Group Inc.2,666,597$252.18M0.3%-2.1%0.526%
9/9/2026Centerline Wealth Advisors LLC27,869$2.64M0.8%N/A0.005%
9/9/2026XY Planning Network Inc.5,562$526K0.1%-13.1%0.001%
9/8/2026Hudock Inc.117,395$11.10M1.4%+2.7%0.023%
9/8/2026Allworth Financial LP3,793$359K0.0%+10.4%0.001%
9/8/2026Waverly Advisors LLC158,015$14.94M0.1%+4.1%0.031%
9/4/2026Parkside Financial Bank & Trust714$68K0.0%N/A0.000%
9/3/2026Anchor Capital Advisors LLC196,504$18.58M0.3%-1.2%0.039%
9/2/20261607 Capital Partners LLC112,316$10.62M0.5%-0.2%0.022%
8/27/2026Corient Private Wealth LP137,362$12.99M0.0%-12.3%0.027%
8/26/2026HORAN Wealth LLC6,114$578K0.1%-26.3%0.001%
8/26/2026HighTower Advisors LLC743,484$70.31M0.1%+39.2%0.147%
8/23/2026Hyundai Investments Co. Ltd.6,471$615K0.7%+86.9%0.001%
8/23/2026DMC Group LLC21,025$1.99M1.4%+10.8%0.004%
8/23/2026Ameritas Advisory Services LLC6,619$626K0.0%-58.5%0.001%
8/23/2026Kintra Wealth LLC2,256$211K0.0%N/A0.000%
8/23/2026Aspire Capital Advisors LLC65,724$6.22M1.2%+8.2%0.013%
8/23/2026Semitam Bonam LLC27,659$2.62M1.9%+2.2%0.005%
8/23/2026Fortitude Advisory Group L.L.C.21,943$2.08M0.8%-15.2%0.004%
8/23/2026Kaydan Wealth Management Inc.119,262$11.28M3.4%-38.5%0.024%
8/22/2026Advisory Solutions Group LLC2,505$237K0.1%N/A0.000%
8/22/2026Compass Financial Management LLC305$29K0.0%N/A0.000%
8/22/2026TOP Private Wealth LLC.30,812$2.91M2.8%N/A0.006%
8/22/2026Strive Financial Group LLC309$29K0.0%+483.0%0.000%
8/22/2026Blalock Williams LLC3,099$293K0.2%-35.6%0.001%
8/22/2026Legacy Wealth Managment LLC ID19,407$1.84M0.8%-4.7%0.004%
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8/22/2026Rik Saylor Financial Inc.6,159$582K0.4%-2.0%0.001%
8/22/2026Sapient Capital LLC6,054$573K0.0%-3.2%0.001%
8/22/2026Rogco LP376$36K0.0%+300.0%0.000%
8/22/2026Syon Capital LLC2,509$237K0.0%-4.4%0.000%
8/22/2026TD Waterhouse Canada Inc.44,940$4.23M0.0%-15.6%0.009%
8/22/2026Syntax Research Inc.141,033$13.34M9.8%+59.4%0.028%
8/22/2026Premier Path Wealth Partners LLC123,390$11.67M1.3%+7.7%0.024%
8/22/2026Kickstand Ventures LLC.11,883$1.12M0.2%N/A0.002%
8/22/2026Concurrent Investment Advisors LLC187,958$17.78M0.2%-25.9%0.037%
8/21/2026Kraft Davis & Associates LLC2,256$211K0.0%N/A0.000%


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), Envestnet Asset Management Inc. ($1.45B), and Ameriprise Financial Inc. ($1.44B).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 1,173 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 139,787,918 shares in the last 24 months. This purchase volume represents approximately $13.42B in transactions.

Of the 432 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 26,245,541 shares in the last 24 months. This volume of shares sold represents approximately $2.52B 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 10/13/2026. New 13F filings are added each quarter as they're published.
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