ISHARES 7-10 YEAR TREASURY B IEF
$94.12
+0.1% 52w: $90.68 – $96.74
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data90.6893.7196.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.1K
+20 QoQ
13F value
$43.15B
+7.4% QoQ
Smart-money holders
30
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.0×
$1.70B calls / $1.78B puts
Institutional value by quarter
Number of holders
Who owns IEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | Long only active | 147.0M | $14.03B | 4.8% | +9.1% |
| FMR LLC | Long only active | 35.0M | $3.34B | 0.2% | +0.8% |
| JPMORGAN CHASE & CO | Bank broker | 34.7M | $3.31B | 0.2% | +1.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 22.9M | $2.19B | 0.2% | +69.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 18.5M | $1.76B | 0.4% | +22.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 14.8M | $1.41B | 0.4% | +16.0% |
| MORGAN STANLEY | Bank broker | 12.8M | $1.22B | 0.1% | -25.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 8.4M | $804.4M | 0.5% | -0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.8M | $649.1M | 0.2% | +9.6% |
| Blue Trust, Inc. | Wealth advisor | 6.5M | $618.1M | 7.1% | +5.8% |
| LPL Financial LLC | Bank broker | 6.0M | $568.6M | 0.2% | +15.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 5.4M | $512.1M | 0.9% | -7.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.9M | $463.0M | 0.3% | +5.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 4.4M | $422.3M | 0.2% | -22.0% |
| UBS Group AG | Bank broker | 4.2M | $398.5M | 0.1% | +0.1% |
| Richard Bernstein Advisors LLC | Wealth advisor | 3.7M | $350.6M | 10.2% | New |
| BlackRock, Inc. | Index provider | 3.6M | $347.5M | 0.0% | +58.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 3.4M | $327.5M | 0.2% | New |
| ROYAL BANK OF CANADA | Bank broker | 3.4M | $323.4M | 0.1% | +250.4% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 3.2M | $302.0M | 0.9% | -6.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $290.6M | 0.1% | -9.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.7M | $260.0M | 0.4% | +1.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 2.6M | $246.7M | 0.1% | +30.4% |
| Mutual Advisors, LLC | Wealth advisor | 2.2M | $207.1M | 4.4% | +2.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.9M | $182.7M | 0.2% | +10.6% |
| Harvest Portfolios Group Inc. | Other | 1.9M | $181.1M | 3.0% | +10.5% |
| Cerity Partners OCIO LLC | Wealth advisor | 1.9M | $180.3M | 10.8% | -8.3% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Wealth advisor | 1.8M | $172.8M | 17.3% | -6.9% |
| PEAVINE CAPITAL, LLC | Wealth advisor | 1.8M | $169.1M | 37.9% | -1.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.5M | $146.9M | 0.1% | +8.2% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $135.1M | 0.1% | +24.2% |
| ASSETMARK, INC | Wealth advisor | 1.3M | $127.5M | 0.3% | +32.6% |
| Focus Partners Wealth | Wealth advisor | 1.3M | $124.8M | 0.1% | -3.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.3M | $123.0M | 0.3% | +15.7% |
| Members Trust Co | Wealth advisor | 1.3M | $121.1M | 4.0% | +2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.2M | $116.1M | 0.3% | -27.6% |
| Liberty Mutual Group Asset Management Inc. | Other | 1.2M | $112.9M | 9.0% | +357.0% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.1M | $106.0M | 1.6% | +10768.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.1M | $104.3M | 0.0% | +61.9% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.1M | $102.3M | 2.0% | +39.7% |
| Ally Invest Advisors Inc. | Wealth advisor | 1.1M | $102.1M | 6.9% | +7.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.0M | $95.7M | 0.2% | +32.7% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 990.4K | $94.5M | 1.2% | -50.1% |
| Cerity Partners LLC | Diversified mechanical | 984.0K | $93.9M | 0.1% | +1.3% |
| GREENLEAF TRUST | Other | 959.9K | $91.6M | 0.9% | +24.7% |
| Avalon Advisory Group | Wealth advisor | 925.0K | $88.3M | 35.6% | +4.2% |
| 3EDGE Asset Management, LP | Wealth advisor | 894.3K | $85.4M | 4.1% | +9.7% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 855.2K | $81.6M | 1.7% | +2.7% |
| GREENWOOD GEARHART LLC | Wealth advisor | 798.9K | $76.2M | 4.1% | +9.5% |
| WestEnd Advisors, LLC | Wealth advisor | 779.6K | $74.4M | 1.8% | +3.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.