ISHARES 7-10 YEAR TREASURY B (IEF) Institutional Ownership Changes & 13F Activity

ISHARES 7-10 YEAR TREASURY B (IEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Jefferies Financial Group Inc., Equitable Holdings, Inc., and Empowered Funds, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+630,060+4.3%15,382,662$1.45BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+317,250+114.0%595,640$56.33MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+64+5.7%1,196$113.09KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+27,242+10.1%298,082$28.19MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+3,107+2.4%132,696$12.55MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+714—714$67.52KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-2,319-1.2%196,504$18.58MQ2 2026Sep 03, 2026
1607 Capital Partners, LlcSell-235-0.2%112,316$10.62MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-19,270-12.3%137,362$12.99MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-2,187-26.3%6,114$578.20KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcBuy+2,316+75.3%5,391$509.83KQ2 2026Aug 21, 2026
Kingsview Wealth Management, LlcBuy+31,296+10.7%323,298$30.57MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+8,002+20.5%46,942$4.44MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+707+12.8%6,221$588.28KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+22,937+11.3%225,650$21.34MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+2,896—2,896$273.88KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-1,968-50.6%1,922$181.76KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-143,042-78.8%38,397$3.63MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+57,632+33.4%230,004$21.75MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+31,387—31,387$2.96MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+16,650+19.7%101,234$9.57MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+10,144—10,144$959.32KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcSell-9,131-74.5%3,130$295.96KQ2 2026Aug 17, 2026
Hamilton Capital, LlcBuy+6,103—6,103$577.16KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-5,456-10.8%44,853$4.24MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+3,347—3,347$316.52KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+2,134—2,134$201.81KQ2 2026Aug 17, 2026
Graybill Wealth Management, Ltd.Buy+1,637+1.7%98,598$9.32MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,530+1.3%118,578$11.21MQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Buy+867+7.8%11,955$1.13MQ2 2026Aug 17, 2026
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Frequently asked questions about IEF activity

  • Which institutional owners are buying IEF?

    Institutional owners buying IEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IEF activity?

    "Buy" means an investor increased their reported position in IEF compared to the prior reporting period. This reflects growing exposure to ISHARES 7-10 YEAR TREASURY B (IEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IEF increasing?

    Institutional interest in IEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.