iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2024 (March 31)897holders
3famous investors
$94.77avg. 13F price*
At the end of Q1 2024, 897 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings. The largest holders were FMR LLC ($3.6B), Fisher Asset Management ($1.8B) and JPMorgan Chase & Co. ($1.4B). 3 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $426.4M |
| Exits | 102 | $226.5M |
Ownership 897 holders
| FMR LLC | 0.24% | Add +0.6% | 38,008,186 | $3.6B |
| Fisher Asset Management | 0.86% | Add +101.5% | 19,534,592 | $1.8B |
| JPMorgan Chase & Co. | 0.13% | Reduce -25.3% | 14,984,545 | $1.4B |
| Envestnet Asset Management Inc. | 0.44% | Add +2.0% | 12,332,926 | $1.2B |
| Ameriprise Financial Inc. | 0.27% | Add +44.8% | 10,247,363 | $968.4M |
| PNC Financial Services Group, Inc. | 0.63% | Reduce -3.3% | 9,557,465 | $904.7M |
| Morgan Stanley | 0.07% | Reduce -9.8% | 8,854,468 | $838.2M |
| Bank of America Corp. | 0.07% | Add +18.8% | 7,690,748 | $728.0M |
| UBS Group AG | 0.23% | Reduce -7.8% | 7,225,459 | $684.0M |
| Captrust Financial Advisors | 2.19% | Add +11.8% | 6,292,590 | $595.7M |
| Raymond James & Associates | 0.39% | Reduce -4.9% | 6,065,301 | $574.1M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +0.3% | 5,497,947 | $520.4M |
| Northwestern Mutual Wealth Management Co. | 0.50% | Add +82.4% | 5,159,859 | $488.4M |
| Blue Trust, Inc. | 6.53% | Add +9.7% | 4,899,206 | $463.8M |
| LPL Financial LLC | 0.15% | Add +14.9% | 2,935,252 | $277.9M |
| Bank of Montreal | 0.09% | Add +25.5% | 2,838,033 | $268.8M |
| Nationwide Fund Advisors | 29.06% | Add +8.1% | 2,834,331 | $268.3M |
| Members Trust Co | 7.86% | Reduce -15.8% | 2,783,495 | $263.5M |
| BlackRock Inc. | 0.01% | Reduce -36.7% | 2,525,128 | $239.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.91% | Reduce -1.5% | 2,502,031 | $236.8M |
| Citadel Advisors | 0.20% | Add +176.7% | 2,109,057 | $199.6M |
| Wells Fargo & Company | 0.05% | Reduce -5.3% | 1,964,956 | $186.0M |
| Alliancebernstein L.P. | 0.07% | Add +2.3% | 1,947,770 | $184.4M |
| Baird Financial Group, Inc. | 0.39% | Add +12.9% | 1,945,098 | $184.1M |
| Mariner, LLC | 0.37% | Add +7.7% | 1,893,256 | $179.2M |
| Perella Weinberg Partners Capital Management LP | 17.72% | Reduce -16.0% | 1,858,241 | $175.9M |
| Janney Montgomery Scott LLC | 0.52% | Add +33.4% | 1,833,802 | $173.6M |
| Wealthcare Capital Management LLC | 18.64% | Reduce -36.5% | 1,773,155 | $167.8M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +1.3% | 1,667,917 | $157.9M |
| Truist Financial Corp. | 0.24% | Add +5.6% | 1,649,692 | $156.2M |
| Capitolis Liquid Global Markets LLC | 1.99% | Reduce -27.1% | 1,313,000 | $124.3M |
| Armstrong Advisory Group, Inc. | 11.72% | No change | 1,252,912 | $120.8M |
| WestEnd Advisors, LLC | 2.95% | Add +41.7% | 1,204,451 | $114.0M |
| Coldstream Capital Management Inc. | 2.86% | Add +218.7% | 1,191,073 | $112.7M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +20.9% | 1,168,216 | $110.6M |
| Citigroup Inc. | 0.12% | Add +144.2% | 1,143,719 | $108.3M |
| Juniper Hill Capital Management LP | 27.85% | No change | 1,103,695 | $104.5M |
| Stifel Financial Corp. | 0.11% | Add +3.4% | 981,519 | $92.9M |
| Victory Capital Management Inc. | 0.08% | Add +10.4% | 884,153 | $83.7M |
| HSBC Holdings PLC | 0.06% | Reduce -29.9% | 867,476 | $82.2M |
| Parallax Volatility Advisers, L.P. | 2.70% | New | 860,479 | $81.5M |
| Bogart Wealth, LLC | 4.00% | Add +13.9% | 820,434 | $77.7M |
| Cerity Partners LLC | 0.19% | Reduce -0.9% | 777,303 | $73.5M |
| Ally Invest Advisors Inc. | 7.29% | Add +2.7% | 775,682 | $73.4M |
| 3EDGE Asset Management, LP | 5.54% | Reduce -2.0% | 751,018 | $71.1M |
| Partners Capital Investment Group, LLP | 2.10% | Reduce -6.6% | 740,085 | $70.1M |
| Avalon Advisory Group | 32.57% | Add +5.4% | 710,646 | $67.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.1% | 700,368 | $66.3M |
| Cambridge Trust Co. | 2.47% | Add +8.3% | 689,877 | $65.3M |
| III Capital Management | 25.67% | New | 668,200 | $63.3M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -4.3% | 665,637 | $63.0M |
| HighTower Advisors, LLC | 0.10% | Add +18.7% | 661,677 | $62.6M |
| Sumitomo Mitsui Financial Group, Inc. | 1.85% | Add +4.5% | 628,917 | $59.5M |
| Royal Bank of Canada | 0.01% | Reduce -39.2% | 615,715 | $58.3M |
| Focus Partners Wealth | 0.45% | Add +3912.8% | 585,874 | $55.5M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +48.3% | 544,124 | $51.5M |
| TruWealth Advisors, LLC | 3.50% | Add +6.1% | 530,749 | $50.2M |
| Cetera Investment Advisers | 0.11% | Add +206.7% | 511,256 | $48.4M |
| Rockefeller Capital Management L.P. | 0.14% | Add +21.8% | 507,910 | $48.0M |
| Spire Wealth Management | 0.86% | Add +8.6% | 113,606 | $46.7M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +9.6% | 485,312 | $45.9M |
| Relative Value Partners Group, LLC | 2.85% | Reduce -0.1% | 469,676 | $45.3M |
| Barings LLC | 1.08% | No change | 451,067 | $42.7M |
| Advisor OS, LLC | 4.86% | Add +4.9% | 446,990 | $42.3M |
| Patton Fund Management, Inc. | 7.63% | Add +11.9% | 444,352 | $42.1M |
| EHP Funds Inc. | 28.06% | Add +1542.2% | 428,600 | $40.6M |
| Ironwood Wealth Management, LLC. | 13.00% | Add +2.1% | 423,641 | $40.1M |
| Assetmark, Inc. | 0.12% | Add +28.4% | 403,766 | $38.2M |
| Syon Capital LLC | 3.60% | Add +0.6% | 401,731 | $38.0M |
| Twele Capital Management, Inc. | 8.59% | Add +6.5% | 400,910 | $38.0M |
| Clarity Financial LLC | 5.86% | Add +3940.6% | 399,296 | $37.8M |
| Prime Capital Investment Advisors, LLC | 0.53% | Add +14.3% | 397,506 | $37.6M |
| Beacon Wealthcare LLC | 16.95% | Reduce -5.6% | 392,663 | $37.2M |
| Harvest Portfolios Group Inc. | 1.43% | New | 386,152 | $36.6M |
| SG Americas Securities, LLC | 0.19% | Add +191.8% | 378,205 | $35.8M |
| MML Investors Services, LLC | 0.15% | Reduce -42.0% | 375,714 | $35.6M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -0.8% | 371,697 | $35.2M |
| Rafferty Asset Management, LLC | 0.13% | Reduce -19.7% | 362,858 | $34.3M |
| MJP Associates Inc. | 7.37% | Add +11.9% | 357,684 | $33.9M |
| Sompo Asset Management Co., Ltd. | 5.39% | Add +13.9% | 348,203 | $33.0M |
| Barclays PLC | 0.01% | Add +642.4% | 342,670 | $32.4M |
| Banco Santander, S.A. | 0.39% | Reduce -29.0% | 341,665 | $32.3M |
| Deutsche Bank AG | 0.01% | Add +891.6% | 333,417 | $31.6M |
| Brown Advisory Inc. | 0.04% | Add +4.6% | 332,192 | $31.4M |
| Eight 31 Financial, LLC | 19.62% | Add +19.9% | 329,633 | $31.2M |
| Raub Brock Capital Management LP | 6.59% | Reduce -3.2% | 328,575 | $31.1M |
| Tobias Financial Advisors, Inc. | 6.82% | Add +6.8% | 318,194 | $30.1M |
| Community Financial Services Group, LLC | 6.74% | — | 312,703 | $29.6M |
| Leo Wealth, LLC | 3.02% | Add +10.6% | 314,764 | $29.5M |
| LifeGuide Financial Advisors, LLC | 14.23% | Add +12.4% | 298,546 | $28.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.8% | 297,725 | $28.2M |
| Brookstone Capital Management | 0.50% | Add +309.0% | 293,892 | $27.8M |
| Prudent Investors Network, Inc. | 10.37% | — | 290,670 | $27.5M |
| Sachem Hill LLC | 6.43% | Add +5.0% | 289,702 | $27.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +8.8% | 288,523 | $27.3M |
| Greenwood Gearhart LLC | 2.65% | Add +37.2% | 287,075 | $27.2M |
| Johns Hopkins University | 1.06% | No change | 286,376 | $27.1M |
| GenWealth Group, Inc. | 6.79% | Add +12.7% | 284,804 | $27.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +944.0% | 272,966 | $25.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +7.9% | 271,568 | $25.7M |
"% 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.