iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2026 (June 30)1,142holders +22
133new positions
97sold out
5famous investors
$94.54avg. 13F price*
At the end of Q2 2026, 1,142 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 22 from Q1 2026. 133 opened new positions and 97 sold out. The largest holders were Fisher Asset Management ($15.2B), JPMorgan Chase & Co. ($3.3B) and FMR LLC ($2.3B). 5 famous investors held it, including Ken Fisher (4.5% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 7-10 Year Treasury B
- CUSIP
- 464287440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $365.4M |
| Exits | 97 | $587.9M |
All 13F filers, Q1 2026 → Q2 2026: 37,874,598 shares bought and 28,938,336 shares sold, net +8,936,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,142 holders
| Fisher Asset Management | 4.53% | Add +9.5% | 160,964,153 | $15.2B |
| JPMorgan Chase & Co. | 0.19% | Reduce -1.3% | 34,258,086 | $3.3B |
| FMR LLC | 0.10% | Reduce -31.0% | 24,180,402 | $2.3B |
| Bank of America Corp. | 0.13% | Reduce -7.0% | 21,307,333 | $2.0B |
| Ameriprise Financial Inc. | 0.36% | Add +0.1% | 18,527,894 | $1.8B |
| Envestnet Asset Management Inc. | 0.34% | Add +4.3% | 15,382,662 | $1.5B |
| Morgan Stanley | 0.07% | Add +12.6% | 14,392,916 | $1.4B |
| PNC Financial Services Group, Inc. | 0.41% | Add +3.6% | 8,734,310 | $826.0M |
| Raymond James Financial Inc. | 0.19% | Add +10.9% | 7,544,180 | $713.5M |
| Blue Trust, Inc. | 7.18% | Add +11.8% | 7,239,129 | $684.6M |
| LPL Financial LLC | 0.13% | Add +2.5% | 6,108,454 | $577.7M |
| Captrust Financial Advisors | 0.84% | Add +7.5% | 5,768,269 | $545.5M |
| UBS Group AG | 0.08% | Add +29.8% | 5,420,410 | $512.6M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Add +4.5% | 5,068,013 | $479.3M |
| Bank of Montreal | 0.15% | Reduce -2.8% | 4,300,120 | $406.7M |
| BlackRock, Inc. | 0.01% | Add +7.6% | 3,917,957 | $370.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.82% | Add +5.1% | 3,325,316 | $315.9M |
| Wells Fargo & Company | 0.05% | Add +5.2% | 3,204,490 | $303.0M |
| Baird Financial Group, Inc. | 0.35% | Reduce -2.1% | 2,666,597 | $252.2M |
| Mutual Advisors, LLC | 4.48% | Add +15.8% | 2,512,956 | $237.7M |
| Alliancebernstein L.P. | 0.07% | Reduce -19.5% | 2,065,753 | $197.2M |
| Peavine Capital, LLC | 39.75% | Add +11.9% | 1,982,121 | $187.4M |
| Wealthcare Capital Management LLC | 16.54% | Add +1.8% | 1,843,045 | $174.3M |
| Harvest Portfolios Group Inc. | 2.46% | Reduce -2.9% | 1,841,499 | $174.2M |
| Cerity Partners OCIO LLC | 8.70% | Reduce -3.8% | 1,817,337 | $171.9M |
| Stifel Financial Corp. | 0.14% | Add +18.1% | 1,816,898 | $171.8M |
| Jupiter Topco LLC | 0.07% | — | 1,787,909 | $169.1M |
| Truist Financial Corp. | 0.20% | Reduce -6.8% | 1,783,901 | $168.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +46.7% | 1,602,239 | $151.5M |
| Cetera Investment Advisers | 0.12% | Add +1.5% | 1,436,190 | $135.8M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.4% | 1,371,260 | $129.7M |
| AIA Group Ltd | 1.61% | Add +76.8% | 1,350,527 | $127.7M |
| Royal Bank of Canada | 0.02% | Reduce -60.9% | 1,325,751 | $125.4M |
| Focus Partners Wealth | 0.13% | Reduce -0.9% | 1,294,903 | $122.5M |
| Citigroup Inc. | 0.06% | Add +271.4% | 1,284,765 | $121.5M |
| Members Trust Co | 3.71% | Reduce -0.8% | 1,259,227 | $119.1M |
| Liberty Mutual Group Asset Management Inc. | 9.76% | No change | 1,182,507 | $111.8M |
| RiverFront Investment Group, LLC | 1.45% | Add +4.6% | 1,161,082 | $109.8M |
| Ally Invest Advisors Inc. | 6.42% | Add +5.1% | 1,124,596 | $106.4M |
| Greenleaf Trust | 0.97% | Add +10.9% | 1,064,492 | $100.7M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -12.0% | 1,072,839 | $100.4M |
| Cerity Partners LLC | 0.12% | Add +7.9% | 1,061,624 | $100.4M |
| Coldstream Capital Management Inc. | 1.24% | Add +4.7% | 1,037,188 | $98.1M |
| McElhenny Sheffield Capital Management, LLC | 23.83% | New | 1,017,476 | $96.2M |
| Wealthcare Advisory Partners LLC | 1.81% | Reduce -5.9% | 1,008,438 | $95.4M |
| Avalon Advisory Group | 32.52% | Add +0.7% | 931,110 | $88.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.58% | Add +2.6% | 877,332 | $83.0M |
| Greenwood Gearhart LLC | 3.76% | Add +6.9% | 854,092 | $80.8M |
| WestEnd Advisors, LLC | 1.80% | Add +9.4% | 852,633 | $80.6M |
| 3EDGE Asset Management, LP | 3.56% | Reduce -5.7% | 843,322 | $79.8M |
| Matauro, LLC | 10.29% | Add +7.7% | 823,365 | $77.9M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -19.0% | 812,707 | $76.9M |
| MML Investors Services, LLC | 0.15% | Add +18.2% | 771,426 | $73.0M |
| Moore Capital Management, LP | 1.72% | New | 770,000 | $72.8M |
| CenturyLink Investment Management Co | 54.73% | No change | 746,500 | $70.6M |
| HighTower Advisors, LLC | 0.07% | Add +39.1% | 743,484 | $70.3M |
| Raub Brock Capital Management LP | 19.29% | Reduce -2.8% | 741,129 | $70.1M |
| SG Americas Securities, LLC | 0.04% | Add +352.9% | 695,911 | $65.8M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -2.4% | 687,507 | $65.0M |
| NorthRock Partners, LLC | 0.91% | Add +26.4% | 662,231 | $62.6M |
| Garde Capital, Inc. | 2.71% | Add +5.0% | 640,024 | $60.5M |
| Betterment LLC | 0.10% | Add +255.7% | 597,634 | $56.5M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +114.0% | 595,640 | $56.3M |
| Assetmark, Inc. | 0.10% | Reduce -55.8% | 590,829 | $55.9M |
| Arkos Global Advisors | 6.59% | Reduce -2.1% | 588,479 | $55.7M |
| Prudent Investors Network, Inc. | 10.73% | Add +6.5% | 585,975 | $55.4M |
| Eastern Bank | 0.83% | Add +4236.1% | 570,453 | $53.9M |
| Susquehanna International Group, LLP | 0.05% | Add +996.4% | 560,805 | $53.0M |
| Bogart Wealth, LLC | 1.81% | Add +5.7% | 558,248 | $52.8M |
| Twele Capital Management, Inc. | 8.37% | Add +9.0% | 541,981 | $51.3M |
| Patton Fund Management, Inc. | 10.69% | Add +2.5% | 522,470 | $49.4M |
| Partners Capital Investment Group, LLP | 1.71% | Reduce -5.8% | 513,242 | $48.5M |
| GenWealth Group, Inc. | 7.51% | Add +4.2% | 509,980 | $48.2M |
| LifeGuide Financial Advisors, LLC | 13.63% | Add +8.2% | 506,239 | $47.9M |
| Ironwood Wealth Management, LLC. | 10.07% | Add +9.1% | 480,303 | $45.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +4.7% | 473,040 | $44.7M |
| Sompo Asset Management Co., Ltd. | 7.34% | Add +10.5% | 473,019 | $44.7M |
| Evergreen Capital Management LLC | 0.78% | Add +662.3% | 470,944 | $44.5M |
| IFP Advisors, Inc | 0.80% | Add +31.9% | 467,027 | $44.2M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +8.3% | 461,576 | $43.7M |
| MAI Capital Management | 0.16% | Reduce -27.4% | 455,680 | $43.1M |
| Victory Capital Management Inc. | 0.02% | Add +9.0% | 435,844 | $41.2M |
| First Trust Advisors LP | 0.02% | Add +64.1% | 433,409 | $41.0M |
| Beacon Wealthcare LLC | 12.72% | Add +1.7% | 419,938 | $39.7M |
| Virtue Capital Management, LLC | 5.30% | Add +40.2% | 419,798 | $39.7M |
| Focus Financial Network, Inc. | 1.19% | Add +5.8% | 405,791 | $38.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +0.4% | 395,637 | $37.4M |
| Community Financial Services Group, LLC | 5.33% | Reduce -12.0% | 389,041 | $36.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.6% | 386,100 | $36.5M |
| Summit Global Investments | 1.99% | Add +11.3% | 385,680 | $36.5M |
| First Financial Bank - Trust Division | 2.59% | Add +8.8% | 384,021 | $36.3M |
| NewEdge Advisors, LLC | 0.11% | Add +3.7% | 382,730 | $36.2M |
| Portland Global Advisors LLC | 3.33% | Add +96.3% | 370,555 | $35.0M |
| Haverford Trust Co | 0.29% | Add +88.8% | 359,936 | $34.0M |
| TPG Financial Advisors, LLC | 10.16% | Add +40.0% | 359,592 | $34.0M |
| Jane Street Group, LLC | 0.02% | Add +3627.3% | 333,592 | $31.5M |
| Karpus Management, Inc. | 0.90% | Add +1118.7% | 331,612 | $31.4M |
| Joule Financial, LLC | 8.38% | Reduce -0.4% | 326,912 | $30.9M |
| Sachem Hill LLC | 5.46% | Add +3.1% | 324,839 | $30.7M |
| Fifth Third Bancorp | 0.05% | Add +3.5% | 323,523 | $30.6M |
"% of holder's portfolio" is IEF's weight in each manager's 13F, not the share of iShares 7-10 Year Treasury B the manager owns.