ISHARES 7-10 YEAR TREASURY B (IEF) Institutional Shareholders
ISHARES 7-10 YEAR TREASURY B (IEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.93B in IEF holdings during the latest filing period.
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 $14.69B, representing an estimated loss of -3.51% 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
1,136
Total Reported Value
$42.93B
Largest Holder
Fisher Asset Management, Llc
Largest Position
$15.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $14,687,978,961 | -$534,401,148 | -3.51% | |
| Jpmorgan Chase & Co | 0.19% | 34,258,086 | $3,256,573,858 | $3,126,050,348 | -$130,523,511 | -4.01% | |
| Fmr Llc | 0.10% | 24,180,402 | $2,286,740,556 | $2,206,461,683 | -$80,278,874 | -3.51% | |
| Bank Of America Corp | 0.13% | 21,307,333 | $2,015,034,491 | $1,944,294,136 | -$70,740,355 | -3.51% | |
| Ameriprise Financial Inc | 0.36% | 18,527,894 | $1,780,927,851 | $1,690,670,328 | -$90,257,524 | -5.07% | |
| Envestnet Asset Management Inc | 0.34% | 15,382,662 | $1,454,684,690 | $1,403,667,908 | -$51,016,783 | -3.51% | |
| Morgan Stanley | 0.07% | 14,392,916 | $1,361,138,148 | $1,313,353,585 | -$47,784,563 | -3.51% | |
| Pnc Financial Services Group, Inc. | 0.44% | 8,660,428 | $819,016,673 | $790,264,055 | -$28,752,618 | -3.51% | |
| Raymond James Financial Inc | 0.19% | 7,544,180 | $713,453,135 | $688,406,425 | -$25,046,710 | -3.51% | |
| Blue Trust, Inc. | 7.18% | 7,239,129 | $684,604,374 | $660,570,521 | -$24,033,853 | -3.51% | |
| Lpl Financial Llc | 0.13% | 6,108,454 | $577,676,463 | $557,396,428 | -$20,280,036 | -3.51% | |
| Captrust Financial Advisors | 0.84% | 5,768,269 | $545,505,155 | $526,354,546 | -$19,150,609 | -3.51% | |
| Ubs Group Ag | 0.08% | 5,420,410 | $512,608,174 | $494,612,413 | -$17,995,762 | -3.51% | |
| Bank Of Montreal | 0.15% | 4,300,120 | $406,662,350 | $392,385,950 | -$14,276,400 | -3.51% | |
| Blackrock, Inc. | 0.01% | 3,917,957 | $370,521,193 | $357,513,576 | -$13,007,617 | -3.51% | |
| Richard Bernstein Advisors Llc | 10.17% | 3,673,879 | $350,636,072 | $335,241,459 | -$15,394,613 | -4.39% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.82% | 3,325,316 | $315,887,456 | $303,435,085 | -$12,452,371 | -3.94% | |
| Wells Fargo & Company/Mn | 0.05% | 3,204,490 | $303,048,667 | $292,409,713 | -$10,638,955 | -3.51% | |
| Baird Financial Group, Inc. | 0.35% | 2,666,597 | $252,180,083 | $243,326,976 | -$8,853,107 | -3.51% | |
| Mutual Advisors, Llc | 4.48% | 2,512,956 | $237,650,270 | $229,307,235 | -$8,343,035 | -3.51% | |
| Alliancebernstein L.P. | 0.07% | 2,065,753 | $197,155,466 | $188,499,961 | -$8,655,505 | -4.39% | |
| Peavine Capital, Llc | 39.75% | 1,982,121 | $187,449,154 | $180,868,541 | -$6,580,613 | -3.51% | |
| Wealthcare Capital Management Llc | 16.54% | 1,843,045 | $174,296,803 | $168,177,856 | -$6,118,947 | -3.51% | |
| Harvest Portfolios Group Inc. | 2.46% | 1,841,499 | $174,150,560 | $168,036,784 | -$6,113,776 | -3.51% | |
| Cerity Partners Ocio Llc | 8.70% | 1,817,337 | $171,865,561 | $165,832,001 | -$6,033,560 | -3.51% | |
| Stifel Financial Corp | 0.14% | 1,816,898 | $171,823,860 | $165,791,943 | -$6,031,918 | -3.51% | |
| Truist Financial Corp | 0.20% | 1,783,901 | $168,703,541 | $162,780,966 | -$5,922,575 | -3.51% | |
| Goldman Sachs Group Inc | 0.02% | 1,602,239 | $151,523,743 | $146,204,309 | -$5,319,434 | -3.51% | |
| Cetera Investment Advisers | 0.12% | 1,436,190 | $135,820,499 | $131,052,338 | -$4,768,162 | -3.51% | |
| Janney Montgomery Scott Llc | 0.25% | 1,371,260 | $129,680,000 | $125,127,475 | -$4,552,525 | -3.51% | |
| Aia Group Ltd | 1.61% | 1,350,527 | $127,719,338 | $123,235,589 | -$4,483,749 | -3.51% | |
| Royal Bank Of Canada | 0.02% | 1,325,751 | $125,377,000 | $120,974,779 | -$4,402,221 | -3.51% | |
| Focus Partners Wealth | 0.13% | 1,294,903 | $122,458,996 | $118,159,899 | -$4,299,097 | -3.51% | |
| Citigroup Inc | 0.06% | 1,284,765 | $121,500,183 | $117,234,806 | -$4,265,377 | -3.51% | |
| Members Trust Co | 3.71% | 1,259,227 | $119,085,097 | $114,904,464 | -$4,180,633 | -3.51% | |
| Liberty Mutual Group Asset Management Inc. | 9.76% | 1,182,507 | $111,829,687 | $107,903,764 | -$3,925,923 | -3.51% | |
| Riverfront Investment Group, Llc | 1.45% | 1,161,082 | $109,803,550 | $105,948,733 | -$3,854,818 | -3.51% | |
| Ally Invest Advisors Inc. | 6.42% | 1,124,596 | $106,352,684 | $102,619,385 | -$3,733,299 | -3.51% | |
| Greenleaf Trust | 0.97% | 1,064,492 | $100,669,009 | $97,134,895 | -$3,534,114 | -3.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 1,072,839 | $100,449,878 | $97,896,559 | -$2,553,319 | -2.54% | |
| Cerity Partners Llc | 0.12% | 1,061,624 | $100,397,854 | $96,873,190 | -$3,524,664 | -3.51% | |
| Coldstream Capital Management Inc | 1.23% | 1,037,188 | $98,086,870 | $94,643,405 | -$3,443,465 | -3.51% | |
| Mcelhenny Sheffield Capital Management, Llc | 23.83% | 1,017,476 | $96,222,731 | $92,844,685 | -$3,378,046 | -3.51% | |
| Wealthcare Advisory Partners Llc | 1.81% | 1,008,438 | $95,368,018 | $92,019,968 | -$3,348,051 | -3.51% | |
| Avalon Advisory Group | 32.52% | 931,110 | $88,055,045 | $84,963,788 | -$3,091,258 | -3.51% | |
| Sumitomo Mitsui Financial Group, Inc. | 1.58% | 877,332 | $82,969,287 | $80,056,545 | -$2,912,742 | -3.51% | |
| Greenwood Gearhart Llc | 3.76% | 854,092 | $80,771,480 | $77,935,895 | -$2,835,585 | -3.51% | |
| Westend Advisors, Llc | 1.80% | 852,633 | $80,634,517 | $77,802,761 | -$2,831,756 | -3.51% | |
| 3Edge Asset Management, Lp | 3.56% | 843,322 | $79,752,962 | $76,953,133 | -$2,799,830 | -3.51% | |
| Matauro, Llc | 10.29% | 823,365 | $77,865,618 | $75,132,056 | -$2,733,562 | -3.51% |
Frequently asked questions about IEF
Who owns the most IEF stock?
The largest holders of IEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 7-10 YEAR TREASURY B (IEF).
Is IEF widely held by superinvestors?
Many widely followed stocks like IEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IEF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.