Free Trial

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

iShares 7-10 Year Treasury Bond ETF logo
$93.32 +0.04 (+0.04%)
(As of 11/15/2024 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)
636
Total
Institutional Inflows
(last 12 months)
$6.75B
Number of
Institutional Sellers
(last 12 months)
395
Total
Institutional Outflows
(last 12 months)
$3.14B
Get IEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 7-10 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/15/2024Greenwood Gearhart Inc.312,610$30.67M2.5%+5.8%0.088%
11/15/2024High Falls Advisors Inc5,571$547K0.1%-11.4%0.002%
11/15/2024M&T Bank Corp4,574$449K0.0%-6.6%0.001%
11/15/2024 Executive Wealth Management LLC6,979$685K0.1%N/A0.002%
11/15/2024Continuum Advisory LLC13,442$1.25M0.2%+20.1%0.004%
11/15/2024Drucker Wealth 3.0 LLC2,434$239K0.1%-14.2%0.001%
11/15/2024MML Investors Services LLC266,770$26.18M0.1%-5.0%0.075%
11/15/2024Dorsey Wright & Associates31,616$3.10M0.7%-1.2%0.009%
11/15/2024Dunhill Financial LLC389$38K0.0%N/A0.000%
11/15/2024Orion 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%
11/15/2024EP Wealth Advisors LLC1,648$162K0.0%N/A0.000%
11/15/2024Insigneo Advisory Services LLC3,194$313K0.0%+5.1%0.001%
11/15/2024Kovitz 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%
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%
There is a little known company that is changing warfare (Ad)

With geo - political instability around the world investors are flocking to defense contract stocks. There is a little known company that is changing warfare. With the backing of U.S. government contracts, this startup is reshaping the future of the U.S. military.

Click here to gain instant access to one of the most exclusive pre-ipo opportunities in the market t
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 Company 628,547$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%
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%
11/8/2024 PNC Financial Services Group Inc.9,755,967$957.26M0.6%-3.0%2.747%
11/8/2024 Banque Cantonale Vaudoise7,847$770K0.0%-4.8%0.002%
11/7/2024 Prospera Financial Services Inc104,620$10.27M0.3%+19.5%0.029%
11/7/2024 Whalen Wealth Management Inc.20,326$1.99M1.4%N/A0.006%
11/7/2024 Pathstone Holdings LLC50,898$4.99M0.0%+581.1%0.014%
11/7/2024 Drive Wealth Management LLC4,924$483K0.1%+3.0%0.001%
There is a little known company that is changing warfare (Ad)

With geo - political instability around the world investors are flocking to defense contract stocks. There is a little known company that is changing warfare. With the backing of U.S. government contracts, this startup is reshaping the future of the U.S. military.

Click here to gain instant access to one of the most exclusive pre-ipo opportunities in the market t
11/7/2024 J. W. Coons Advisors LLC13,239$1.30M0.3%+1.0%0.004%
11/7/2024 ETF Store Inc.21,608$2.12M2.2%+54.6%0.006%
11/7/2024 AMG National Trust Bank41,506$4.07M0.1%-44.0%0.012%
11/7/2024 TrinityPoint Wealth LLC47,017$4.61M0.7%+2.1%0.013%
11/7/2024 Thrivent Financial for Lutherans24,387$2.39M0.0%-91.6%0.007%
11/6/2024 Atlanta Consulting Group Advisors LLC4,460$438K0.1%N/A0.001%
11/6/2024 Mount Lucas Management LP27,411$2.69M0.9%-3.9%0.008%
11/6/2024 TSA Wealth Managment LLC7,352$721K0.3%-3.3%0.002%
11/6/2024 Archer Investment Corp5,378$528K0.1%-82.5%0.002%
11/6/2024 Signature Estate & Investment Advisors LLC12,336$1.21M0.0%-6.2%0.003%
(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, 1,097 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 971 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 190,025,075 shares in the last 24 months. This purchase volume represents approximately $26.31B in transactions.

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

Of the 609 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 80,856,843 shares in the last 24 months. This volume of shares sold represents approximately $9.75B in transactions.



This page (NASDAQ:IEF) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners