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

iShares 7-10 Year Treasury Bond ETF logo
$94.26 +0.75 (+0.80%)
As of 04:00 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)
723
Total
Institutional Inflows
(last 12 months)
$9.80B
Number of
Institutional Sellers
(last 12 months)
451
Total
Institutional Outflows
(last 12 months)
$3.23B
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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
4/14/2025First Citizens Bank & Trust Co.26,763$2.55M0.0%+8.1%0.007%
4/14/2025Tanglewood Wealth Management Inc.558,606$53.27M6.0%+6,139.3%0.140%
4/14/2025Flagship Private Wealth LLC13,037$1.24M0.6%N/A0.003%
4/14/2025City Center Advisors LLC3,166$302K0.4%+39.1%0.001%
4/14/2025Wealthcare Capital Partners LLC37,074$3.54M1.8%+0.5%0.009%
4/14/2025UMB Bank n.a.1,727$165K0.0%-9.3%0.000%
4/14/2025LexAurum Advisors LLC13,836$1.32M0.3%-3.4%0.003%
4/11/2025Joule Financial LLC168,310$16.05M5.6%+2.6%0.046%
4/11/2025Intergy Private Wealth LLC3,250$310K0.1%+29.8%0.001%
4/11/2025DKM Wealth Management Inc.5,075$484K0.5%-3.1%0.001%
4/11/2025Chemistry Wealth Management LLC2,280$217K0.1%-49.7%0.001%
4/11/2025Magnus Financial Group LLC5,239$500K0.0%+76.9%0.001%
4/11/2025LifeGuide Financial Advisors LLC390,534$37.25M15.2%+9.0%0.106%
4/11/2025Stablepoint Partners LLC35,323$3.37M0.6%+33.6%0.010%
4/11/2025Pinnacle Wealth Management Group Inc.2,446$233K0.2%N/A0.001%
4/11/2025Hudson Capital Management LLC3,182$303K0.1%+10.1%0.001%
4/10/2025 Chesley Taft & Associates LLC4,300$410K0.0%-18.1%0.001%
4/10/2025 Boltwood Capital Management30,967$2.95M0.9%-11.9%0.008%
4/10/2025 Matrix Trust Co15,067$1.44M0.2%+352.7%0.004%
4/10/2025 Portside Wealth Group LLC36,531$3.38M0.6%+12.3%0.010%
4/10/2025 GenWealth Group Inc.381,200$36.36M8.0%+54.2%0.103%
4/10/2025 Arrien Investments Inc.10,285$981K0.7%-5.1%0.003%
4/10/2025 Iams Wealth Management LLC6,332$604K0.3%+19.8%0.002%
4/10/2025 CPR Investments Inc.21,481$2.05M1.8%N/A0.006%
4/10/2025 Twele Capital Management Inc.418,118$39.88M8.5%-4.0%0.113%
4/9/2025 Capital Asset Advisory Services LLC14,325$1.37M0.1%-11.0%0.004%
4/9/2025 Harbor Investment Advisory LLC6,504$620K0.1%+437.1%0.002%
4/9/2025 Flagstar Advisors Inc.10,039$957K0.2%+3.6%0.003%
4/9/2025 NBC Securities Inc.1,028$98K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC6,777$646K0.1%+22.2%0.002%
4/9/2025 Parkside Advisors LLC321,237$30.64M7.4%-0.3%0.087%
4/9/2025 Advance Capital Management Inc.16,174$1.54M0.1%-10.5%0.004%
4/9/2025 Bond & Devick Financial Network Inc.76,221$7.27M2.6%+147.9%0.021%
4/9/2025 Wallace Advisory Group LLC18,938$1.75M1.3%+2.4%0.005%
4/8/2025 Bowman & Co S.C.7,832$747K0.4%-10.4%0.002%
4/8/2025 Catalyst Private Wealth LLC3,939$376K0.2%-9.5%0.001%
4/8/2025 Atlas Brown Inc.15,929$1.52M0.5%-1.2%0.004%
4/7/2025 Summit Global Investments56,551$5.39M0.4%+449.2%0.015%
4/7/2025 GAMMA Investing LLC2,289$218K0.0%+974.6%0.001%
4/4/2025 Legacy Private Trust Co.8,019$765K0.1%-17.3%0.002%
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4/3/2025 Central Pacific Bank Trust Division62,350$5.95M0.8%+190.7%0.017%
4/3/2025 First Hawaiian Bank65,808$6.28M0.4%+227.1%0.018%
4/3/2025 Insight Wealth Strategies LLC261,912$24.98M3.4%+1.5%0.072%
4/2/2025 Marcum Wealth LLC2,574$245K0.0%+4.9%0.001%
4/2/2025 Beacon Wealthcare LLC387,222$36.93M15.0%-0.7%0.106%
4/1/2025 MassMutual Private Wealth & Trust FSB8,587$819K0.0%+3.2%0.002%
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%
3/17/2025Wealth Enhancement Advisory Services LLC1,598,953$147.82M0.3%+9.3%0.464%
3/12/2025Centaurus Financial Inc.16,262$1.50M0.1%-0.8%0.005%
3/12/2025Palogic Value Management L.P.37,000$3.42M0.1%N/A0.011%
3/6/2025Copia Wealth Management2,251$208K0.2%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC408$37K0.0%N/A0.000%
3/4/2025Dogwood Wealth Management LLC10,230$946K0.5%+30.1%0.003%
2/28/2025Park Square Financial Group LLC397$37K0.0%N/A0.000%
2/28/2025Menard Financial Group LLC413$38K0.0%N/A0.000%
2/27/2025ABLE Financial Group LLC17,076$1.58M0.5%-80.5%0.005%
2/26/2025Virtue Capital Management LLC220,361$20.37M4.1%+1,489.6%0.064%
2/25/2025Heck Capital Advisors LLC109,039$10.08M0.6%N/A0.032%
2/25/2025Leigh Baldwin & CO. LLC13,597$1.26M0.7%N/A0.004%
2/25/2025B. Riley Wealth Advisors Inc.10,144$938K0.0%-72.2%0.003%
2/25/2025Integrated Advisors Network LLC62,768$5.80M0.3%-34.6%0.018%
2/24/2025Liberty Square Wealth Partners LLC2,401$224K0.1%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.60,792$5.62M0.1%+3.4%0.018%
2/24/2025Ameriflex Group Inc.1,050$98K0.0%N/A0.000%
2/21/2025Ascent Group LLC11,100$1.03M0.1%+15.8%0.003%
2/21/2025WNY Asset Management LLC4,613$426K0.1%-95.2%0.001%
2/19/2025Formidable Asset Management LLC21,090$1.95M0.3%+35.5%0.006%
2/19/2025Invst LLC5,505$509K0.1%-97.4%0.002%
2/19/2025WCG Wealth Advisors LLC277,466$25.65M1.7%+3.0%0.081%
2/18/2025Wick Capital Partners LLC6,716$621K0.2%-2.4%0.002%
2/18/2025Western Wealth Management LLC2,747$254K0.1%-68.7%0.001%
2/18/2025Sunbelt Securities Inc.301$28K0.0%-88.2%0.000%
2/18/2025GTS Securities LLC4,500$416K0.0%-38.3%0.001%
2/18/2025Vise Technologies Inc.2,797$259K0.0%N/A0.001%
2/18/2025 Retirement Planning Group LLC2,321$215K0.0%N/A0.001%
2/18/2025JT Stratford LLC35,512$3.28M0.5%+127.0%0.010%
2/18/202549 Wealth Management LLC14,843$1.37M0.2%-26.5%0.004%
2/18/2025Novem Group4,495$416K0.1%N/A0.001%
2/18/2025Elequin Capital LP1,310$121K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC8,076$747K0.0%-27.0%0.002%
2/18/2025First Heartland Consultants Inc.18,860$1.74M0.2%-4.3%0.005%
2/18/2025Continuum Advisory LLC13,580$1.26M0.2%+1.0%0.004%
2/18/2025Ashford Capital Management Inc.38,976$3.60M0.4%-51.8%0.011%
2/18/2025Kinloch Capital LLC5,493$508K0.3%+13.9%0.002%
2/18/2025Vanguard Capital Wealth Advisors4,609$426K0.5%-2.4%0.001%
2/17/2025Waverly Advisors LLC114,007$10.54M0.2%+596.6%0.033%
2/17/2025Willis Johnson & Associates Inc.300,766$27.81M2.1%+96.3%0.087%
2/17/2025Vident Advisory LLC17,082$1.58M0.0%+625.0%0.005%
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2/17/2025TrinityPoint Wealth LLC35,805$3.31M0.5%-23.8%0.010%
2/17/2025Strategic Wealth Partners Ltd.11,403$1.06M0.1%-85.9%0.003%
2/17/2025Sentinus LLC61,899$5.72M1.7%+230.6%0.018%
2/17/2025Snowden Capital Advisors LLC25,059$2.32M0.1%+14.9%0.007%
2/17/2025Sig Brokerage LP6,622$612K0.0%N/A0.002%
2/17/2025Royal Bank of Canada1,017,055$94.03M0.0%-45.1%0.295%
2/17/2025Rafferty Asset Management LLC372,242$34.41M0.1%-1.9%0.108%
2/17/2025Quadcap Wealth Management LLC6,283$581K0.1%-5.0%0.002%
2/17/2025Nuveen Asset Management LLC43,256$4.01M0.0%N/A0.013%
2/17/2025MJP Associates Inc. ADV365,634$33.80M6.0%+0.9%0.106%
(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, 1,194 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 1,072 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 212,687,302 shares in the last 24 months. This purchase volume represents approximately $25.55B in transactions.

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

Of the 659 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 87,154,418 shares in the last 24 months. This volume of shares sold represents approximately $9.36B in transactions.


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This page (NASDAQ:IEF) was last updated on 4/14/2025 by MarketBeat.com Staff
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