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

iShares 7-10 Year Treasury Bond ETF logo
$94.44 -0.32 (-0.34%)
As of 02:23 PM Eastern
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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)
802
Total
Institutional Inflows
(last 12 months)
$11.15B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$3.05B
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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
7/3/2025 Arvest Investments Inc.33,747$3.23M0.5%-0.6%0.009%
7/3/2025 Garde Capital Inc.515,209$49.34M2.6%-1.9%0.141%
7/3/2025 City Center Advisors LLC3,508$336K0.4%+10.8%0.001%
7/2/2025 Central Pacific Bank Trust Division33,785$3.24M0.4%-45.8%0.009%
7/1/2025 Private Client Services LLC4,417$423K0.2%N/A0.001%
6/17/2025Howe & Rusling Inc.1,346$128K0.0%-34.6%0.000%
6/17/2025Ridgepath Capital Management LLC189,638$18.09M8.7%N/A0.052%
6/13/2025Optima Capital LLC13,151$1.25M0.8%N/A0.004%
6/4/2025 First Hawaiian Bank65,808$6.28M0.3%+227.1%0.018%
6/3/2025Invst LLC5,267$502K0.1%-4.3%0.001%
6/2/2025Modern Wealth Management LLC78,882$7.52M0.2%+17.4%0.022%
5/22/2025Rollins Financial Advisors LLC13,333$1.27M0.2%+61.3%0.004%
5/21/2025Geneos Wealth Management Inc.40,131$3.83M0.1%-4.6%0.011%
5/20/2025Belpointe Asset Management LLC34,584$3.30M0.2%+12.5%0.009%
5/20/2025Focus Partners Wealth185,855$17.73M0.0%-69.6%0.051%
5/20/2025Integrity Alliance LLC.4,580$437K0.0%N/A0.001%
5/20/2025Glenview Trust co3,130$299K0.0%+35.7%0.001%
5/19/2025Advisory Alpha LLC2,136$204K0.0%N/A0.001%
5/16/2025Semmax Financial Advisors Inc.43,519$4.11M1.1%+3.2%0.012%
5/16/2025Ascent Group LLC15,584$1.49M0.1%+40.4%0.004%
5/16/2025Arete Wealth Advisors LLC212,390$20.26M1.5%+7.2%0.059%
5/16/2025Caxton Associates LLP4,577$437K0.0%N/A0.001%
5/16/2025Signature Estate & Investment Advisors LLC10,748$1.03M0.0%-1.4%0.003%
5/16/2025Ashton Thomas Private Wealth LLC14,174$1.35M0.1%+70.3%0.004%
5/16/2025Cape Investment Advisory Inc.2,418$231K0.1%-17.8%0.001%
5/16/2025Jones Financial Companies Lllp1,899,503$181.16M0.2%+4,057.3%0.525%
5/16/2025Legacy Wealth Managment LLC ID12,406$1.18M0.8%N/A0.003%
5/16/2025Pingora Partners LLC1,000$95K0.1%N/A0.000%
5/16/2025NewEdge Advisors LLC181,469$17.31M0.1%+2.6%0.050%
5/16/2025Integrated Wealth Concepts LLC114,537$10.92M0.1%+14.7%0.032%
5/16/2025Clark Capital Management Group Inc.57,656$5.50M0.0%N/A0.016%
5/16/2025Concorde Asset Management LLC7,662$725K0.4%N/A0.002%
5/16/2025Alliancebernstein L.P.1,979,032$188.74M0.1%+6.2%0.547%
5/16/2025Advisors Asset Management Inc.8,117$774K0.0%+10.7%0.002%
5/15/2025Paragon Private Wealth Management LLC18,378$1.75M0.8%-10.3%0.005%
5/15/2025Federation des caisses Desjardins du Quebec42,434$4.05M0.0%+552.2%0.012%
5/15/2025EP Wealth Advisors LLC3,985$380K0.0%-10.9%0.001%
5/15/2025Focus Partners Advisor Solutions LLC6,873$655K0.0%-14.9%0.002%
5/15/2025Flputnam Investment Management Co.255,096$24.33M0.5%+8.9%0.070%
5/15/2025Royal Bank of Canada1,345,640$128.33M0.0%+32.3%0.372%
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5/15/2025Betterment LLC73,734$7.03M0.0%+54.2%0.020%
5/15/2025MAI Capital Management470,457$44.87M0.3%+7.8%0.130%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.6,615$631K0.2%N/A0.002%
5/15/2025DRW Securities LLC14,992$1.43M0.0%N/A0.004%
5/15/2025Certior Financial Group LLC23,207$2.21M1.8%+1.2%0.006%
5/15/2025Titleist Asset Management LLC47,581$4.54M0.5%+42.7%0.013%
5/15/2025Baird Financial Group Inc.2,530,645$241.35M0.5%+4.2%0.699%
5/15/2025OLD Mission Capital LLC199,994$19.07M0.3%N/A0.055%
5/15/2025Evergreen Capital Management LLC52,436$5.00M0.2%+1.8%0.014%
5/15/2025GKV Capital Management Co. Inc.108,132$10.31M3.3%N/A0.030%
5/15/2025Gerber Kawasaki Wealth & Investment Management10,023$956K0.0%+34.1%0.003%
5/15/2025D L Carlson Investment Group Inc.5,175$494K0.1%+43.8%0.001%
5/14/2025Truvestments Capital LLC1,053$100K0.0%N/A0.000%
5/14/2025Transamerica Financial Advisors LLC79,239$7.56M0.8%+10.4%0.022%
5/14/2025CreativeOne Wealth LLC21,761$2.08M0.1%+51.5%0.006%
5/14/2025Quadcap Wealth Management LLC7,606$725K0.1%+21.1%0.002%
5/14/2025Rafferty Asset Management LLC443,803$42.33M0.2%+19.2%0.123%
5/14/2025PKS Advisory Services LLC10,187$971K0.3%N/A0.003%
5/14/2025Harvest Portfolios Group Inc.1,443,149$137.63M4.1%+12.2%0.399%
5/14/2025WCG Wealth Advisors LLC248,238$23.67M1.8%-10.5%0.069%
5/14/2025Arizona PSPRS Trust3,571$341K0.0%N/A0.001%
5/14/2025Comerica Bank79,874$7.62M0.0%+8.6%0.022%
5/14/2025Freedom Investment Management Inc.14,041$1.34M0.1%-6.5%0.004%
5/14/2025RPg Family Wealth Advisory LLC65,678$6.26M1.8%-11.9%0.018%
5/14/2025Synovus Financial Corp38,238$3.65M0.0%-13.8%0.011%
5/14/2025Jump Financial LLC68,494$6.53M0.1%+118.4%0.019%
5/14/2025Ally Invest Advisors Inc.884,887$84.39M7.2%+2.1%0.244%
5/14/2025Smartleaf Asset Management LLC16,761$1.59M0.2%+2.3%0.005%
5/14/2025Biondo Investment Advisors LLC15,413$1.47M0.2%+18.4%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.4,617,408$440.36M0.4%+2.9%1.276%
5/14/2025Avalon Advisory Group788,697$75.22M35.4%-0.9%0.218%
5/14/2025Haverford Trust Co153,523$14.64M0.1%+3.0%0.042%
5/14/2025Kestra Advisory Services LLC28,444$2.71M0.0%-90.8%0.008%
5/14/2025Purus Wealth Management LLC15,121$1.44M0.6%+5.2%0.004%
5/14/2025Circle Wealth Management LLC41,174$3.93M0.1%-2.6%0.011%
5/14/20251832 Asset Management L.P.52,328$4.99M0.0%-0.5%0.014%
5/14/2025Compound Planning Inc.53,085$5.06M0.2%-3.7%0.015%
5/14/2025Ameriprise Financial Inc.11,224,994$1.07B0.3%-3.5%3.101%
5/14/2025Integras Partners LLC32,740$3.12M2.8%-18.7%0.009%
5/14/2025Summit Financial LLC159,268$15.19M0.4%+84.2%0.044%
5/14/2025United Asset Strategies Inc.14,094$1.34M0.1%-9.4%0.004%
5/14/2025Flow Traders U.S. LLC12,385$1.18M0.0%-78.0%0.003%
5/14/2025Partners Capital Investment Group LLP948,296$90.44M1.5%+67.3%0.262%
5/14/2025TFB Advisors LLC2,991$285K0.1%N/A0.001%
5/14/2025Asset Management Group Inc.23,851$2.28M0.4%+0.5%0.007%
5/14/2025Capital Analysts LLC38,089$3.63M0.1%+7.7%0.011%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.110,137$10.54M0.1%-0.1%0.030%
5/14/2025Crabel Capital Management LLC39,485$3.77M4.1%+825.1%0.011%
5/14/2025JT Stratford LLC36,719$3.50M0.6%+3.4%0.010%
5/14/2025Berkshire Asset Management LLC PA40,988$3.86M0.2%-10.5%0.011%
White House to reset Social Security? (Ad)

Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.

And it could have a major impact on how you collect Social Security - Click here to understand what'
5/14/2025Sumitomo Mitsui Financial Group Inc.798,546$76.16M1.4%+6.0%0.221%
5/14/2025Hsbc Holdings PLC113,372$10.81M0.0%-62.6%0.031%
5/14/2025bLong Financial LLC22,398$2.14M1.9%N/A0.006%
5/14/2025Andina Capital Management LLC21,728$2.07M1.5%+32.0%0.006%
5/14/2025Forefront Analytics LLC2,196$209K0.2%-88.5%0.001%
5/14/2025M Holdings Securities Inc.49,833$4.75M0.8%+47.4%0.014%
5/14/2025RWA Wealth Partners LLC108,790$10.38M0.1%N/A0.030%
5/13/2025Aptus Capital Advisors LLC30,336$2.89M0.0%+29.6%0.008%
5/13/2025TriaGen Wealth Management LLC9,150$873K0.3%+15.7%0.003%
5/13/2025Elequin Capital LP1,762$168K0.0%+34.5%0.000%
(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, 1,213 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 ($4.55B), FMR LLC ($2.74B), JPMorgan Chase & Co. ($2.68B), Morgan Stanley ($1.41B), Envestnet Asset Management Inc. ($1.18B), Ameriprise Financial Inc. ($1.07B), and UBS Group AG ($993.99M).Learn more on iShares 7-10 Year Treasury Bond ETF's institutional investors.

What percentage of iShares 7-10 Year Treasury Bond ETF's stock is owned by 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.

Which institutional investors have been buying iShares 7-10 Year Treasury Bond ETF's stock?

Of the 1,094 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 ($30.27M), Wealthfront Advisers LLC ($15.62M), JPMorgan Chase & Co. ($12.05M), Raymond James Financial Inc. ($8.13M), Bank of Montreal Can ($7.63M), Cerity Partners OCIO LLC ($2.87M), and Portside Wealth Group LLC ($2.81M).

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

Institutional investors have bought a total of 117,116,077 shares in the last 24 months. This purchase volume represents approximately $11.15B in transactions.

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

Of the 495 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: FMR LLC ($3.84M), Ameriprise Financial Inc. ($1.94M), Nationwide Fund Advisors ($1.93M), Members Trust Co ($1.14M), JPMorgan Chase & Co. ($1.02M), Northwestern Mutual Wealth Management Co. ($923.81K), and Royal Bank of Canada ($834.16K).

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

Institutional investors have sold a total of 32,471,970 shares in the last 24 months. This volume of shares sold represents approximately $3.05B in transactions.


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This page (NASDAQ:IEF) was last updated on 7/7/2025 by MarketBeat.com Staff
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