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

iShares 7-10 Year Treasury Bond ETF logo
$94.70 +0.24 (+0.25%)
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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)
721
Total
Institutional Inflows
(last 12 months)
$9.75B
Number of
Institutional Sellers
(last 12 months)
454
Total
Institutional Outflows
(last 12 months)
$3.32B
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IEF Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni Wealth Management Inc.420$39K0.0%N/A0.000%
3/19/2025DSG Capital Advisors LLC123,614$11.43M2.1%N/A0.035%
3/18/2025CWC Advisors LLC.3,604$333K0.3%+15.3%0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC1,598,953$147.82M0.3%+9.3%0.464%
3/12/2025 Centaurus Financial Inc.16,262$1.50M0.1%-0.8%0.005%
3/12/2025 Palogic Value Management L.P.37,000$3.42M0.1%N/A0.011%
3/6/2025 Copia Wealth Management2,251$208K0.2%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC408$37K0.0%N/A0.000%
3/4/2025 Dogwood Wealth Management LLC10,230$946K0.5%+30.1%0.003%
2/28/2025 Park Square Financial Group LLC397$37K0.0%N/A0.000%
2/28/2025 Menard Financial Group LLC413$38K0.0%N/A0.000%
2/27/2025 ABLE Financial Group LLC17,076$1.58M0.5%-80.5%0.005%
2/26/2025 Virtue Capital Management LLC220,361$20.37M4.1%+1,489.6%0.064%
2/25/2025 Heck Capital Advisors LLC109,039$10.08M0.6%N/A0.032%
2/25/2025 Leigh Baldwin & CO. LLC13,597$1.26M0.7%N/A0.004%
2/25/2025 B. Riley Wealth Advisors Inc.10,144$938K0.0%-72.2%0.003%
2/25/2025 Integrated Advisors Network LLC62,768$5.80M0.3%-34.6%0.018%
2/24/2025 Liberty Square Wealth Partners LLC2,401$224K0.1%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.60,792$5.62M0.1%+3.4%0.018%
2/24/2025 Ameriflex Group Inc.1,050$98K0.0%N/A0.000%
2/21/2025 Ascent Group LLC11,100$1.03M0.1%+15.8%0.003%
2/21/2025 WNY Asset Management LLC4,613$426K0.1%-95.2%0.001%
2/19/2025 Formidable Asset Management LLC21,090$1.95M0.3%+35.5%0.006%
2/19/2025 Invst LLC5,505$509K0.1%-97.4%0.002%
2/19/2025 WCG Wealth Advisors LLC277,466$25.65M1.7%+3.0%0.081%
2/18/2025 Wick Capital Partners LLC6,716$621K0.2%-2.4%0.002%
2/18/2025 Western Wealth Management LLC2,747$254K0.1%-68.7%0.001%
2/18/2025 Sunbelt Securities Inc.301$28K0.0%-88.2%0.000%
2/18/2025 GTS Securities LLC4,500$416K0.0%-38.3%0.001%
2/18/2025 Vise Technologies Inc.2,797$259K0.0%N/A0.001%
2/18/2025 Retirement Planning Group LLC2,321$215K0.0%N/A0.001%
2/18/2025 JT Stratford LLC35,512$3.28M0.5%+127.0%0.010%
2/18/2025 49 Wealth Management LLC14,843$1.37M0.2%-26.5%0.004%
2/18/2025 Novem Group4,495$416K0.1%N/A0.001%
2/18/2025 Elequin Capital LP1,310$121K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC8,076$747K0.0%-27.0%0.002%
2/18/2025 First Heartland Consultants Inc.18,860$1.74M0.2%-4.3%0.005%
2/18/2025 Continuum Advisory LLC13,580$1.26M0.2%+1.0%0.004%
2/18/2025 Ashford Capital Management Inc.38,976$3.60M0.4%-51.8%0.011%
2/18/2025 Kinloch Capital LLC5,493$508K0.3%+13.9%0.002%
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2/18/2025 Vanguard Capital Wealth Advisors4,609$426K0.5%-2.4%0.001%
2/17/2025 Waverly Advisors LLC114,007$10.54M0.2%+596.6%0.033%
2/17/2025 Willis Johnson & Associates Inc.300,766$27.81M2.1%+96.3%0.087%
2/17/2025 Vident Advisory LLC17,082$1.58M0.0%+625.0%0.005%
2/17/2025 TrinityPoint Wealth LLC35,805$3.31M0.5%-23.8%0.010%
2/17/2025 Strategic Wealth Partners Ltd.11,403$1.06M0.1%-85.9%0.003%
2/17/2025 Sentinus LLC61,899$5.72M1.7%+230.6%0.018%
2/17/2025 Snowden Capital Advisors LLC25,059$2.32M0.1%+14.9%0.007%
2/17/2025 Sig Brokerage LP6,622$612K0.0%N/A0.002%
2/17/2025 Royal Bank of Canada1,017,055$94.03M0.0%-45.1%0.295%
2/17/2025 Rafferty Asset Management LLC372,242$34.41M0.1%-1.9%0.108%
2/17/2025 Quadcap Wealth Management LLC6,283$581K0.1%-5.0%0.002%
2/17/2025 Nuveen Asset Management LLC43,256$4.01M0.0%N/A0.013%
2/17/2025 MJP Associates Inc. ADV365,634$33.80M6.0%+0.9%0.106%
2/17/2025 Mmbg Investment Advisors CO.5,899$545K0.1%N/A0.002%
2/17/2025 Lazard Asset Management LLC44,511$4.11M0.0%-1.3%0.013%
2/17/2025 Logan Capital Management Inc.427$39K0.0%+70.1%0.000%
2/17/2025 Lighthouse Investment Partners LLC21,251$1.97M0.1%+69.2%0.006%
2/17/2025 Focus Partners Wealth612,030$56.60M0.2%+3,920.2%0.178%
2/17/2025 Forefront Analytics LLC19,088$1.77M0.8%+34.9%0.006%
2/17/2025 Fiduciary Trust Co6,046$559K0.0%+14.6%0.002%
2/17/2025 Family Management Corp9,653$892K0.1%-38.4%0.003%
2/17/2025 Circle Wealth Management LLC42,285$3.91M0.1%-13.5%0.012%
2/17/2025 Deutsche Bank AG7,220$667K0.0%-45.6%0.002%
2/17/2025 Dimension Capital Management LLC104,611$9.67M1.6%-1.8%0.030%
2/17/2025 Diligent Investors LLC2,777$257K0.1%+4.2%0.001%
2/17/2025 Dunhill Financial LLC905$84K0.0%+132.6%0.000%
2/17/2025 Eagle Global Advisors LLC10,715$991K0.0%-10.0%0.003%
2/17/2025 EP Wealth Advisors LLC4,473$414K0.0%+171.4%0.001%
2/17/2025 CoreCap Advisors LLC4,113$380K0.0%-91.9%0.001%
2/17/2025 Crabel Capital Management LLC4,268$395K1.3%-90.0%0.001%
2/17/2025 Cresset Asset Management LLC48,231$4.46M0.0%-34.7%0.014%
2/17/2025 Cambridge Investment Research Advisors Inc.481,651$44.53M0.1%-1.2%0.140%
2/17/2025 Cetera Investment Advisers699,020$64.62M0.1%+15.2%0.203%
2/17/2025 BOKF NA1,975$180K0.0%+22.7%0.001%
2/17/2025 Bulltick Wealth Management LLC184,238$17.03M3.9%+239.9%0.053%
2/17/2025 Captrust Financial Advisors8,364,669$773.31M2.2%-2.3%2.428%
2/17/2025 Cary Street Partners Financial LLC9,109$842K0.0%N/A0.003%
2/17/2025 Chapman Financial Group LLC1,580$146K0.1%N/A0.000%
2/17/2025 Brown Advisory Inc.251,883$23.29M0.0%-7.7%0.073%
2/17/2025 Baird Financial Group Inc.2,427,606$224.43M0.4%+2.8%0.705%
2/17/2025 Black Maple Capital Management LP22,500$2.08M1.1%N/A0.007%
2/17/2025 Ameriprise Financial Inc.11,630,686$1.07B0.3%-11.7%3.376%
2/17/2025 AmeriServ Wealth Advisors231,637$21.42M11.6%N/A0.067%
2/17/2025 Aptus Capital Advisors LLC23,412$2.16M0.0%+902.7%0.007%
2/17/2025 Arrowroot Family Office LLC2,553$236K0.1%N/A0.001%
2/17/2025 Asset Management Group Inc.23,728$2.19M0.4%-28.5%0.007%
2/14/2025 West Paces Advisors Inc.258,603$23.91M5.8%+7.0%0.075%
2/14/2025 Mercer Global Advisors Inc. ADV27,684$2.56M0.0%-8.9%0.008%
2/14/2025 Keel Point LLC91,183$8.43M0.7%+4.4%0.026%
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2/14/2025 LGT Financial Advisors LLC457$42K0.1%+70.5%0.000%
2/14/2025 Bison Wealth LLC212,029$19.60M4.3%+115.6%0.062%
2/14/2025 Wick Capital Partners LLC15,073$1.39M0.2%+119.0%0.004%
2/14/2025 Comerica Bank73,517$6.80M0.0%-18.6%0.021%
2/14/2025 Northern Trust Corp107,540$9.94M0.0%+947.5%0.031%
2/14/2025 The Manufacturers Life Insurance Company 578,023$53.44M0.0%-8.0%0.168%
2/14/2025 Optiver Holding B.V.102,901$9.51M0.0%N/A0.030%
2/14/2025 Bellwether Advisors LLC854$79K0.0%N/A0.000%
2/14/2025 Tudor Investment Corp ET AL112,776$10.43M0.0%+377.0%0.033%
2/14/2025 Second Half Financial Partners LLC3,656$338K0.2%-17.2%0.001%
(Data available from 1/1/2016 forward)

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IEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEF shares?

During the previous two years, 1,200 institutional investors and hedge funds held shares of iShares 7-10 Year Treasury Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($31.42B), Fisher Asset Management LLC ($4.55B), FMR LLC ($2.74B), JPMorgan Chase & Co. ($2.47B), Wealthfront Advisers LLC ($1.44B), Morgan Stanley ($1.41B), and Envestnet Asset Management Inc. ($1.13B).Learn more on IEF's institutional investors.

What percentage of iShares 7-10 Year Treasury Bond ETF stock is owned by institutional investors?

81.48% of iShares 7-10 Year Treasury Bond ETF 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 stock?

Of the 1,079 institutional investors that purchased iShares 7-10 Year Treasury Bond ETF 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), FMR LLC ($27.70M), Wealthfront Advisers LLC ($15.63M), JPMorgan Chase & Co. ($10.72M), Raymond James Financial Inc. ($7.85M), Bank of Montreal Can ($7.63M), and Raymond James & Associates ($4.15M).

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

Institutional investors have bought a total of 213,246,902 shares in the last 24 months. This purchase volume represents approximately $25.77B in transactions.

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

Of the 658 institutional investors that sold iShares 7-10 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($14.85M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($5.17M), FMR LLC ($4.18M), Osaic Holdings Inc. ($2.80M), PNC Financial Services Group Inc. ($2.49M), and Fisher Asset Management LLC ($1.90M).

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

Institutional investors have sold a total of 87,340,151 shares in the last 24 months. This volume of shares sold represents approximately $9.40B in transactions.


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This page (NASDAQ:IEF) was last updated on 3/25/2025 by MarketBeat.com Staff
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