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

iShares 7-10 Year Treasury Bond ETF logo
$95.74 -0.07 (-0.07%)
Closing price 08/5/2025 04:00 PM Eastern
Extended Trading
$95.54 -0.20 (-0.20%)
As of 06:20 AM 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 Polygon.io. Learn more.
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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)
824
Total
Institutional Inflows
(last 12 months)
$11.60B
Number of
Institutional Sellers
(last 12 months)
531
Total
Institutional Outflows
(last 12 months)
$3.48B
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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
8/5/2025Crestwood Advisors Group LLC4,529$434K0.0%-16.6%0.001%
8/5/2025Simplex Trading LLC17,500$1.68M0.0%N/A0.005%
8/5/2025Milestone Asset Management LLC12,814$1.23M0.3%N/A0.003%
8/5/2025Advisors Preferred LLC517,005$49.27M8.1%+22.5%0.139%
8/5/2025Obermeyer Wealth Partners5,170$495K0.0%N/A0.001%
8/5/2025Bank of New York Mellon Corp112,241$10.75M0.0%-39.3%0.030%
8/5/2025Retirement Financial Solutions LLC139,478$13.36M8.3%-5.0%0.037%
8/5/2025Westside Investment Management Inc.3,208$307K0.1%-4.4%0.001%
8/5/2025Texas Bank & Trust Co2,374$227K0.1%-5.9%0.001%
8/5/2025Israel Discount Bank of New York34,441$3.30M12.5%+2.9%0.009%
8/5/20255T Wealth LLC5,297$507K0.2%-8.9%0.001%
8/5/2025Meridian Management Co.101,972$9.68M2.7%+32.7%0.027%
8/5/2025TIAA Trust National Association155,872$14.93M0.0%-28.8%0.042%
8/5/2025Jessup Wealth Management Inc95,184$9.12M3.7%-4.1%0.026%
8/5/2025Welch & Forbes LLC2,565$246K0.0%-18.9%0.001%
8/5/2025American Institute for Advanced Investment Management LLP5,305$508K0.3%-9.4%0.001%
8/5/2025Beam Wealth Advisors Inc.31,505$3.02M0.9%-3.3%0.008%
8/5/2025Greater Midwest Financial Group LLC3,959$379K0.3%N/A0.001%
8/5/2025Atlas Private Wealth Advisors156,462$14.99M1.9%-10.6%0.042%
8/5/2025Benningfield Financial Advisors LLC176,107$16.87M14.6%+1.5%0.047%
8/5/2025Lifeworks Advisors LLC49,329$4.72M0.7%-49.4%0.013%
8/4/2025 4J Wealth Management LLC3,308$317K0.2%-5.4%0.001%
8/4/2025 Integrity Alliance LLC.3,746$359K0.0%-18.2%0.001%
8/4/2025 GAM Holding AG56,000$5.36M0.4%N/A0.015%
8/4/2025 Creative Financial Designs Inc. ADV3,265$313K0.0%+29.9%0.001%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,009$384K0.1%+8.7%0.001%
8/4/2025 AMG National Trust Bank63,669$6.10M0.2%+0.5%0.017%
8/4/2025 Kovack Advisors Inc.3,015$289K0.0%N/A0.001%
8/4/2025 IFG Advisory LLC87,309$8.36M0.4%+10.9%0.023%
8/4/2025 Pinnacle Associates Ltd.114,722$10.99M0.2%+4.0%0.031%
8/4/2025 Mesirow Financial Investment Management Inc.3,820$366K0.0%-31.4%0.001%
8/4/2025 One Day In July LLC88,213$8.45M0.8%-5.5%0.024%
8/4/2025 Atria Investments Inc91,761$8.79M0.1%-5.8%0.025%
8/4/2025 Assetmark Inc.969,956$92.89M0.2%+79.7%0.261%
8/4/2025 Keybank National Association OH36,219$3.47M0.0%+0.8%0.010%
8/4/2025 Premier Path Wealth Partners LLC88,529$8.48M1.2%-0.3%0.024%
8/4/2025 Spire Wealth Management104,070$9.92M0.4%-10.4%0.028%
8/4/2025 Hantz Financial Services Inc.548$52K0.0%-98.5%0.000%
8/4/2025 Buck Wealth Strategies LLC21,334$2.04M0.3%+57.1%0.006%
8/4/2025 Arkadios Wealth Advisors13,640$1.31M0.0%+31.6%0.004%
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8/4/2025 Barnes Dennig Private Wealth Management LLC543$52K0.1%N/A0.000%
8/4/2025 World Investment Advisors32,688$3.13M0.1%-77.4%0.009%
8/4/2025 Daymark Wealth Partners LLC45,660$4.37M0.2%+10.9%0.012%
8/4/2025 WNY Asset Management LLC2,980$285K0.0%-23.0%0.001%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.32,553$3.12M0.0%+9.2%0.009%
8/4/2025 Quaker Wealth Management LLC170,571$16.34M5.5%-197.9%0.046%
8/4/2025 L.M. Kohn & Company3,454$331K0.1%-46.9%0.001%
8/4/2025 Beirne Wealth Consulting Services LLC49,723$4.76M1.5%-38.6%0.013%
8/1/2025 James Investment Research Inc.57,608$5.52M0.7%-0.2%0.015%
8/1/2025 Mizuho Markets Americas LLC166,279$15.93M0.5%-51.8%0.045%
8/1/2025 Capital Investment Counsel LLC7,766$744K0.1%N/A0.002%
8/1/2025 Boyd Watterson Asset Management LLC OH5,277$505K0.2%+15.9%0.001%
8/1/2025 Rossby Financial LCC42,890$4.11M1.5%+3.9%0.012%
8/1/2025 United Capital Management of KS Inc.223,447$21.40M3.4%N/A0.060%
8/1/2025 Transcend Capital Advisors LLC19,417$1.86M0.1%-8.9%0.005%
8/1/2025 Cobblestone Capital Advisors LLC NY463,937$44.43M2.3%+0.2%0.125%
8/1/2025 Brookwood Investment Group LLC10,815$1.04M0.2%+4.5%0.003%
8/1/2025 Banco Santander S.A.416,353$39.87M0.4%+52.9%0.112%
8/1/2025 Ashton Thomas Private Wealth LLC27,668$2.65M0.1%+95.2%0.007%
8/1/2025 Envestnet Asset Management Inc.12,444,874$1.19B0.3%+0.4%3.348%
7/31/2025 Wealthfront Advisers LLC7,689$736K0.0%+39.5%0.002%
7/31/2025 Cosner Financial Group LLC12,306$1.18M0.7%-1.7%0.003%
7/31/2025 VestGen Investment Management26,291$2.52M1.8%+15.1%0.007%
7/31/2025 Ballast Advisors LLC1,424$136K0.0%+87.4%0.000%
7/31/2025 Forte Asset Management LLC36,309$3.48M1.8%-8.7%0.010%
7/31/2025 Schoolcraft Capital LLC298,071$28.55M5.8%-9.9%0.080%
7/31/2025 Graybill Wealth Management LTD.93,411$8.95M2.9%-0.7%0.025%
7/31/2025 Leavell Investment Management Inc.56,469$5.41M0.2%-5.3%0.015%
7/31/2025 TSA Wealth Managment LLC3,304$316K0.1%-9.5%0.001%
7/31/2025 Rational Advisors Inc.5,040$483K0.0%-83.3%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC8,131$779K0.0%+18.3%0.002%
7/31/2025 Richards Merrill & Peterson Inc.499$48K0.0%N/A0.000%
7/31/2025 Carrera Capital Advisors3,832$367K0.1%-7.7%0.001%
7/31/2025 DDD Partners LLC43,067$4.13M0.4%-2.6%0.012%
7/31/2025 AlphaQuest LLC288,165$27.60M2.7%N/A0.078%
7/31/2025 3EDGE Asset Management LP724,722$69.41M4.3%-1.2%0.195%
7/31/2025 Moloney Securities Asset Management LLC4,313$413K0.1%N/A0.001%
7/31/2025 GenTrust LLC595,000$56.98M2.7%-11.9%0.160%
7/31/2025 Arrien Investments Inc.10,889$1.04M0.7%+5.9%0.003%
7/30/2025 First Citizens Bank & Trust Co.25,959$2.49M0.0%-3.0%0.007%
7/30/2025 Roman Butler Fullerton & Co.3,657$346K0.1%N/A0.001%
7/30/2025 Strategic Blueprint LLC22,452$2.15M0.1%+1.6%0.006%
7/30/2025 Pacific Wealth Management134,178$12.85M6.3%N/A0.036%
7/30/2025 Greatmark Investment Partners Inc.33,536$3.21M0.4%-1.8%0.009%
7/30/2025 Caliber Wealth Management LLC KS6,755$647K0.1%-8.8%0.002%
7/30/2025 BCM Advisors LLC68,795$6.55M1.4%+17.7%0.019%
7/30/2025 TFB Advisors LLC5,756$551K0.1%+92.4%0.002%
7/30/2025 Members Trust Co1,248,991$119.62M4.1%-24.2%0.338%
7/30/2025 Exencial Wealth Advisors LLC8,333$798K0.0%-9.7%0.002%
7/30/2025 Brookstone Capital Management94,981$9.10M0.1%-45.9%0.026%
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7/30/2025 FNY Investment Advisers LLC1,000$95K0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.34,922$3.35M0.0%-76.3%0.009%
7/30/2025 Cullen Frost Bankers Inc.22,878$2.19M0.0%+18.7%0.006%
7/30/2025 Wallace Advisory Group LLC18,116$1.73M1.2%-4.3%0.005%
7/30/2025 MTC Wealth Management LLC86,965$8.33M4.0%-3.2%0.024%
7/30/2025 Bogart Wealth LLC473,594$45.36M1.9%+2.9%0.128%
7/30/2025 First Interstate Bank55,004$5.27M0.3%N/A0.015%
7/30/2025 WBH Advisory Inc.18,480$1.77M0.2%+73.9%0.005%
7/29/2025 Accretive Wealth Partners LLC3,000$287K0.1%-16.7%0.001%
7/29/2025 Stephens Inc. AR41,845$4.01M0.1%+7.7%0.011%
(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, 1,224 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. ($1.19B), 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 1,096 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 ($5.39M), Cerity Partners OCIO LLC ($2.87M), and Captrust Financial Advisors ($2.27M).

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

Institutional investors have bought a total of 121,676,748 shares in the last 24 months. This purchase volume represents approximately $11.59B in transactions.

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

Of the 528 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), Nationwide Fund Advisors ($2.25M), Ameriprise Financial Inc. ($1.94M), Members Trust Co ($1.51M), Armstrong Advisory Group Inc. ($1.29M), JPMorgan Chase & Co. ($1.02M), and Northwestern Mutual Wealth Management Co. ($923.81K).

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

Institutional investors have sold a total of 36,811,175 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.


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This page (NASDAQ:IEF) was last updated on 8/6/2025 by MarketBeat.com Staff
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