IEF Institutional Ownership & Shareholders
ISHARES 7-10 YEAR TREASURY B (IEF) is currently held by 1,120 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fisher Asset Management, Llc is currently the largest disclosed institutional shareholder of IEF tracked by InsiderSet, reporting ownership valued at approximately $15.22B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.77B, representing an estimated loss of -2.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed IEF value among the investors covered in this analysis. Major shareholders include Fisher Asset Management, Llc, Jpmorgan Chase & Co, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES 7-10 YEAR TREASURY B (IEF).
This page ranks the largest institutional IEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,120
Total Reported Value
$42.65B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$15.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fisher Asset Management, Llc | 4.53% | 160,964,153 | $15,222,380,109 | $14,770,070,679 | -$452,309,430 | -2.97% | |
| Jpmorgan Chase & Co | 0.19% | 34,258,086 | $3,256,573,858 | $3,143,521,971 | -$113,051,887 | -3.47% | |
| Fmr Llc | 0.10% | 24,180,402 | $2,286,740,556 | $2,218,793,688 | -$67,946,868 | -2.97% | |
| Bank Of America Corp | 0.13% | 21,307,333 | $2,015,034,491 | $1,955,160,876 | -$59,873,615 | -2.97% | |
| Ameriprise Financial Inc | 0.36% | 18,527,894 | $1,780,927,851 | $1,700,119,553 | -$80,808,298 | -4.54% | |
| Envestnet Asset Management Inc | 0.34% | 15,382,662 | $1,454,684,690 | $1,411,513,065 | -$43,171,625 | -2.97% | |
| Morgan Stanley | 0.07% | 14,392,916 | $1,361,138,148 | $1,320,693,972 | -$40,444,176 | -2.97% | |
| Pnc Financial Services Group, Inc. | 0.44% | 8,660,428 | $819,016,673 | $794,680,873 | -$24,335,800 | -2.97% | |
| Raymond James Financial Inc | 0.19% | 7,544,180 | $713,453,135 | $692,253,957 | -$21,199,178 | -2.97% | |
| Blue Trust, Inc. | 7.30% | 7,771,223 | $694,047,910 | $713,087,422 | +$19,039,512 | +2.74% | |
| Lpl Financial Llc | 0.13% | 6,108,454 | $577,676,463 | $560,511,739 | -$17,164,724 | -2.97% | |
| Captrust Financial Advisors | 0.84% | 5,768,269 | $545,505,155 | $529,296,363 | -$16,208,792 | -2.97% | |
| Ubs Group Ag | 0.08% | 5,420,410 | $512,608,174 | $497,376,822 | -$15,231,352 | -2.97% | |
| Bank Of Montreal | 0.15% | 4,300,120 | $406,662,350 | $394,579,011 | -$12,083,339 | -2.97% | |
| Blackrock, Inc. | 0.01% | 3,917,957 | $370,521,193 | $359,511,734 | -$11,009,459 | -2.97% | |
| Richard Bernstein Advisors Llc | 10.17% | 3,673,879 | $350,636,072 | $337,115,137 | -$13,520,935 | -3.86% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.77% | 3,399,251 | $304,007,690 | $311,915,272 | +$7,907,582 | +2.60% | |
| Wells Fargo & Company/Mn | 0.05% | 3,204,490 | $303,048,667 | $294,044,002 | -$9,004,665 | -2.97% | |
| Aia Group Ltd | 3.13% | 2,842,849 | $253,894,844 | $260,859,824 | +$6,964,980 | +2.74% | |
| Baird Financial Group, Inc. | 0.35% | 2,666,597 | $252,180,083 | $244,686,941 | -$7,493,142 | -2.97% | |
| Mutual Advisors, Llc | 4.48% | 2,512,956 | $237,650,270 | $230,588,843 | -$7,061,427 | -2.97% | |
| Alliancebernstein L.P. | 0.07% | 2,065,753 | $197,155,466 | $189,553,495 | -$7,601,971 | -3.86% | |
| Harvest Portfolios Group Inc. | 2.46% | 1,841,499 | $174,150,560 | $168,975,948 | -$5,174,612 | -2.97% | |
| Cerity Partners Ocio Llc | 8.70% | 1,817,337 | $171,865,561 | $166,758,843 | -$5,106,718 | -2.97% | |
| Stifel Financial Corp | 0.14% | 1,816,898 | $171,823,860 | $166,718,560 | -$5,105,300 | -2.97% | |
| Truist Financial Corp | 0.18% | 1,700,161 | $151,841,423 | $156,006,773 | +$4,165,350 | +2.74% | |
| Goldman Sachs Group Inc | 0.02% | 1,602,239 | $151,523,743 | $147,021,451 | -$4,502,292 | -2.97% | |
| Cetera Investment Advisers | 0.12% | 1,436,190 | $135,820,499 | $131,784,794 | -$4,035,705 | -2.97% | |
| Wealthcare Capital Management Llc | 14.85% | 1,514,636 | $135,272,126 | $138,982,999 | +$3,710,873 | +2.74% | |
| Janney Montgomery Scott Llc | 0.25% | 1,371,260 | $129,680,000 | $125,826,818 | -$3,853,182 | -2.97% | |
| Royal Bank Of Canada | 0.02% | 1,325,751 | $125,377,000 | $121,650,912 | -$3,726,088 | -2.97% | |
| Focus Partners Wealth | 0.13% | 1,294,903 | $122,458,996 | $118,820,299 | -$3,638,697 | -2.97% | |
| Citigroup Inc | 0.06% | 1,284,765 | $121,500,183 | $117,890,036 | -$3,610,147 | -2.97% | |
| Eastern Bank | 1.83% | 1,346,447 | $120,251,219 | $123,549,977 | +$3,298,758 | +2.74% | |
| Members Trust Co | 3.71% | 1,259,227 | $119,085,097 | $115,546,670 | -$3,538,427 | -2.97% | |
| Liberty Mutual Group Asset Management Inc. | 9.76% | 1,182,507 | $111,829,687 | $108,506,842 | -$3,322,845 | -2.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 1,242,810 | $111,169,353 | $114,040,246 | +$2,870,893 | +2.58% | |
| Riverfront Investment Group, Llc | 1.45% | 1,161,082 | $109,803,550 | $106,540,884 | -$3,262,666 | -2.97% | |
| Ally Invest Advisors Inc. | 6.42% | 1,124,596 | $106,352,684 | $103,192,929 | -$3,159,755 | -2.97% | |
| Greenleaf Trust | 1.04% | 1,140,073 | $101,819,920 | $104,613,098 | +$2,793,178 | +2.74% | |
| Cerity Partners Llc | 0.12% | 1,061,624 | $100,397,854 | $97,414,618 | -$2,983,236 | -2.97% | |
| Coldstream Capital Management Inc | 1.23% | 1,037,188 | $98,086,870 | $95,172,371 | -$2,914,499 | -2.97% | |
| Mcelhenny Sheffield Capital Management, Llc | 23.83% | 1,017,476 | $96,222,731 | $93,363,598 | -$2,859,133 | -2.97% | |
| Avalon Advisory Group | 32.85% | 977,998 | $87,345,010 | $89,741,096 | +$2,396,086 | +2.74% | |
| Sumitomo Mitsui Financial Group, Inc. | 1.58% | 877,332 | $82,969,287 | $80,503,984 | -$2,465,303 | -2.97% | |
| Greenwood Gearhart Llc | 3.76% | 854,092 | $80,771,480 | $78,371,482 | -$2,399,998 | -2.97% | |
| Westend Advisors, Llc | 1.74% | 882,562 | $78,822,549 | $80,983,889 | +$2,161,340 | +2.74% | |
| Matauro, Llc | 10.29% | 823,365 | $77,865,618 | $75,551,972 | -$2,313,646 | -2.97% | |
| Wealthcare Advisory Partners Llc | 1.31% | 865,479 | $77,295,967 | $79,416,353 | +$2,120,386 | +2.74% | |
| 3Edge Asset Management, Lp | 3.27% | 860,492 | $76,850,451 | $78,958,746 | +$2,108,295 | +2.74% |
Frequently asked questions about IEF
Who are the largest institutional holders of IEF?
The largest institutional holders of IEF reported in the latest SEC Form 13F filings include Fisher Asset Management, Llc, Jpmorgan Chase & Co, Fmr Llc, Bank Of America Corp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported IEF position.
What is IEF institutional ownership?
This page tracks IEF positions reported by institutional investment managers through SEC Form 13F. ISHARES 7-10 YEAR TREASURY B (IEF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IEF?
InsiderSet currently tracks 1,120 institutional managers reporting IEF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IEF shareholders.
How much IEF stock do institutions own?
Institutional investment managers disclosed approximately $42.65B in IEF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IEF institutional ownership last updated?
The latest IEF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IEF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IEF position after the reporting date.
Are institutions buying or selling IEF?
Institutional buying and selling can be analyzed by comparing IEF positions across consecutive 13F reporting periods. InsiderSet's IEF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IEF ownership changes.
How has IEF institutional ownership changed over time?
InsiderSet tracks IEF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.