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

iShares 7-10 Year Treasury Bond ETF logo
$92.90 -0.82 (-0.87%)
(As of 02:51 PM ET)

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)
641
Total
Institutional Inflows
(last 12 months)
$6.73B
Number of
Institutional Sellers
(last 12 months)
393
Total
Institutional Outflows
(last 12 months)
$3.11B
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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
12/18/2024Syntax Research Inc.47,544$4.67M3.2%+301.1%0.013%
12/13/2024 B. Riley Wealth Advisors Inc.36,536$3.58M0.1%+579.0%0.010%
12/12/2024 Brass Tax Wealth Management Inc.2,480$243K0.1%-9.0%0.001%
12/11/2024 Alternative Investment Advisors LLC.58,008$5.69M3.0%-1.4%0.016%
12/6/2024 Logan Capital Management Inc.251$25K0.0%N/A0.000%
11/25/2024 Synovus Financial Corp41,459$4.07M0.0%+4.6%0.012%
11/25/2024 Tidal Investments LLC32,741$3.21M0.0%+1,135.0%0.009%
11/25/2024 World Investment Advisors LLC34,107$3.35M0.1%+14.3%0.010%
11/25/2024 Sanctuary Advisors LLC62,741$5.87M0.0%+11.6%0.018%
11/20/2024 Westside Investment Management Inc.4,375$429K0.1%+3.7%0.001%
11/19/2024 Invst LLC211,054$20.71M2.5%+8,393.1%0.059%
11/18/2024 TD Private Client Wealth LLC140,644$13.80M0.4%-16.0%0.040%
11/18/2024 Hobbs Group Advisors LLC2,250$221K0.1%N/A0.001%
11/18/2024 Sunbelt Securities Inc.2,559$251K0.0%+62.3%0.001%
11/18/2024 Coldstream Capital Management Inc.1,415,791$138.92M3.0%+7.2%0.399%
11/18/2024 Ashford Capital Management Inc.80,856$7.93M1.0%+24.7%0.023%
11/15/2024 Greenwood Gearhart Inc.312,610$30.67M2.5%+5.8%0.088%
11/15/2024 High Falls Advisors Inc5,571$547K0.1%-11.4%0.002%
11/15/2024 M&T Bank Corp4,574$449K0.0%-6.6%0.001%
11/15/2024 Executive Wealth Management LLC6,979$685K0.1%N/A0.002%
11/15/2024 Continuum Advisory LLC13,442$1.25M0.2%+20.1%0.004%
11/15/2024 Drucker Wealth 3.0 LLC2,434$239K0.1%-14.2%0.001%
11/15/2024 MML Investors Services LLC266,770$26.18M0.1%-5.0%0.075%
11/15/2024 Dorsey Wright & Associates31,616$3.10M0.7%-1.2%0.009%
11/15/2024 Dunhill Financial LLC389$38K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC148,428$14.56M0.3%+17.6%0.042%
11/15/2024 Zega Financial LLC2,060$202K0.0%N/A0.001%
11/15/2024 National Bank of Canada FI369,823$36.31M0.0%+458.8%0.104%
11/15/2024 EP Wealth Advisors LLC1,648$162K0.0%N/A0.000%
11/15/2024 Insigneo Advisory Services LLC3,194$313K0.0%+5.1%0.001%
11/15/2024 Kovitz Investment Group Partners LLC1,146,717$112.35M0.7%+607.9%0.323%
11/15/2024 Voya Financial Advisors Inc.2,117$208K0.0%N/A0.001%
11/15/2024 Wellington Management Group LLP254,765$25.00M0.0%N/A0.072%
11/15/2024 Stifel Financial Corp1,088,330$106.79M0.1%+1.4%0.306%
11/15/2024 Polymer Capital Management HK LTD10,200$1.00M0.2%N/A0.003%
11/15/2024 IHT Wealth Management LLC66,486$6.52M0.2%+299.6%0.019%
11/15/2024 Independent Family Office LLC25,801$2.53M1.3%+28.4%0.007%
11/15/2024 Integrated Wealth Concepts LLC97,681$9.58M0.1%+1.9%0.028%
11/15/2024 HighTower Advisors LLC473,586$46.47M0.1%-25.7%0.133%
11/15/2024 Hilltop Holdings Inc.76,068$7.46M0.5%+391.6%0.021%
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11/15/2024 Community Bank N.A.2,928$287K0.0%-69.5%0.001%
11/15/2024 Ascent Group LLC9,587$941K0.1%-5.9%0.003%
11/15/2024 Avalon Advisory Group769,849$75.54M34.2%+2.1%0.217%
11/15/2024 Alerus Financial NA5,594$549K0.0%-5.2%0.002%
11/14/2024 Timber Creek Capital Management LLC6,433$631K0.2%N/A0.002%
11/14/2024 Semmax Financial Advisors Inc.80,212$7.49M2.0%+5.3%0.023%
11/14/2024 Edgestream Partners L.P.59,340$5.82M0.3%N/A0.017%
11/14/2024 L.M. Kohn & Company8,099$795K0.2%+34.3%0.002%
11/14/2024 Circle Wealth Management LLC48,879$4.80M0.1%+131.2%0.014%
11/14/2024 Arete Wealth Advisors LLC197,107$19.31M1.6%+1.7%0.055%
11/14/2024 Captrust Financial Advisors8,563,295$840.23M2.5%+23.2%2.411%
11/14/2024 Atlantic Union Bankshares Corp2,604$255K0.0%-30.7%0.001%
11/14/2024 Icon Wealth Advisors LLC5,561$546K0.0%-22.9%0.002%
11/14/2024 Rockefeller Capital Management L.P.382,055$37.36M0.1%+0.5%0.108%
11/14/2024 Walleye Capital LLC2,414$237K0.0%-100.9%0.001%
11/14/2024 Hantz Financial Services Inc.145,428$14.27M0.3%-1.9%0.041%
11/14/2024 Financial Counselors Inc.15,613$1.53M0.0%-11.5%0.004%
11/14/2024 RPg Family Wealth Advisory LLC79,809$7.83M2.2%+4.3%0.022%
11/14/2024 CreativeOne Wealth LLC10,192$1M0.0%+126.4%0.003%
11/13/2024 Freedom Investment Management Inc.15,490$1.52M0.1%-16.8%0.004%
11/13/2024 Cynosure Group LLC118,856$11.66M1.7%N/A0.033%
11/13/2024 Townsquare Capital LLC180,753$17.74M0.2%-6.7%0.051%
11/13/2024 Cadence Bank9,597$942K0.1%N/A0.003%
11/13/2024 Transamerica Financial Advisors Inc.78,319$7.69M0.7%+14.5%0.022%
11/13/2024 BNP Paribas Financial Markets439,843$43.16M0.0%-45.5%0.124%
11/13/2024 D.A. Davidson & CO.3,709$364K0.0%+13.5%0.001%
11/13/2024 The Manufacturers Life Insurance Company628,547$61.67M0.1%+99.7%0.177%
11/13/2024 Bank of Montreal Can7,700,921$757.69M0.3%+233.7%2.168%
11/13/2024 Acorn Wealth Advisors LLC4,749$466K0.2%+70.5%0.001%
11/13/2024 Private Trust Co. NA7,404$726K0.1%+15.7%0.002%
11/13/2024 Pacific Financial Group Inc.5,824$571K0.4%+105.5%0.002%
11/13/2024Fisher Asset Management LLC41,653,513$4.09B1.7%+104.5%11.727%
11/13/2024 Estate Counselors LLC8,703$854K0.1%N/A0.002%
11/12/2024 SevenBridge Financial Group LLC32,894$3.09M0.5%-3.3%0.009%
11/12/2024 Centaurus Financial Inc.16,393$1.61M0.1%N/A0.005%
11/12/2024Larson Financial Group LLC1,636$161K0.0%-22.4%0.000%
11/12/2024 Sompo Asset Management Co. Ltd.344,933$33.85M5.3%-1.4%0.097%
11/12/2024 Penserra Capital Management LLC140,906$13.83M0.3%N/A0.040%
11/12/2024 Canopy Partners LLC13,321$1.31M0.6%+6.0%0.004%
11/12/2024 Kingsview Wealth Management LLC235,711$23.13M0.5%+45.6%0.066%
11/12/2024 Cerity Partners LLC774,093$75.95M0.2%+1.0%0.218%
11/12/2024 Great Valley Advisor Group Inc.58,811$5.77M0.1%+10.9%0.017%
11/12/2024 GenTrust LLC35,638$3.50M0.2%-17.1%0.010%
11/12/2024 Nwam LLC6,835$671K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC42,964$4.22M0.2%N/A0.012%
11/12/2024 Icon Wealth Advisors LLC3,022$297K0.0%-58.1%0.001%
11/12/2024 Asset Management Group Inc.33,209$3.26M0.6%+0.8%0.009%
11/12/2024 Accretive Wealth Partners LLC3,600$353K0.1%N/A0.001%
11/12/2024 49 Wealth Management LLC20,194$1.98M0.3%-32.7%0.006%
11/12/2024 Cerity Partners OCIO LLC2,448,307$240.23M19.3%+1.6%0.689%
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11/12/2024 Banco Santander S.A.257,504$25.27M0.3%-1.5%0.072%
11/12/2024 Integrated Investment Consultants LLC2,074$204K0.0%N/A0.001%
11/9/2024 LPL Financial LLC3,531,829$346.54M0.2%+2.3%0.994%
11/9/2024 SSI Investment Management LLC72,705$7.13M0.5%-1.4%0.020%
11/8/2024 Advisors Asset Management Inc.5,133$504K0.0%+56.8%0.001%
11/8/2024 Howe & Rusling Inc.1,334$131K0.0%-20.6%0.000%
11/8/2024 Commerce Bank43,678$4.29M0.0%+40.3%0.012%
11/8/2024 Strategy Asset Managers LLC2,911$286K0.1%-46.0%0.001%
11/8/2024 Avior Wealth Management LLC1,168$115K0.0%-14.2%0.000%
11/8/2024 Second Half Financial Partners LLC4,418$433K0.2%N/A0.001%
(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, 1,102 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 ($4.09B), FMR LLC ($3.36B), JPMorgan Chase & Co. ($1.42B), Morgan Stanley ($1.41B), K.J. Harrison & Partners Inc ($1.30B), and Envestnet Asset Management Inc. ($1.21B).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 972 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: FMR LLC ($27.70M), Fisher Asset Management LLC ($23.04M), Charles Schwab Investment Management Inc. ($12.45M), Bank of Montreal Can ($8.00M), JPMorgan Chase & Co. ($5.38M), Raymond James & Associates ($4.33M), and Picton Mahoney Asset Management ($4.07M).

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

Institutional investors have bought a total of 190,417,742 shares in the last 24 months. This purchase volume represents approximately $26.34B in transactions.

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

Of the 610 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. ($13.83M), Charles Schwab Investment Management Inc. ($7.42M), Envestnet Asset Management Inc. ($4.89M), Osaic Holdings Inc. ($2.80M), PNC Financial Services Group Inc. ($2.71M), Fisher Asset Management LLC ($1.90M), and Northwestern Mutual Wealth Management Co. ($1.72M).

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

Institutional investors have sold a total of 80,721,730 shares in the last 24 months. This volume of shares sold represents approximately $9.72B in transactions.



This page (NASDAQ:IEF) was last updated on 12/18/2024 by MarketBeat.com Staff
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