iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2024 (June 30)903holders +6
101new positions
93sold out
2famous investors
$93.71avg. 13F price*
At the end of Q2 2024, 903 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 6 from Q1 2024. 101 opened new positions and 93 sold out. The largest holders were FMR LLC ($3.5B), Morgan Stanley ($1.9B) and Fisher Asset Management ($1.9B). 2 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $305.6M |
| Exits | 93 | $574.3M |
All 13F filers, Q1 2024 → Q2 2024: 33,320,264 shares bought and 19,504,466 shares sold, net +13,815,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 903 holders
| FMR LLC | 0.22% | Reduce -2.6% | 37,020,375 | $3.5B |
| Morgan Stanley | 0.15% | Add +130.2% | 20,382,787 | $1.9B |
| Fisher Asset Management | 0.83% | Add +4.3% | 20,370,851 | $1.9B |
| JPMorgan Chase & Co. | 0.16% | Add +34.7% | 20,184,313 | $1.9B |
| Envestnet Asset Management Inc. | 0.42% | Add +5.0% | 12,943,561 | $1.2B |
| Ameriprise Financial Inc. | 0.29% | Add +10.6% | 11,330,200 | $1.1B |
| PNC Financial Services Group, Inc. | 0.63% | Add +5.3% | 10,060,483 | $942.2M |
| Bank of America Corp. | 0.07% | Reduce -3.1% | 7,449,403 | $697.6M |
| Captrust Financial Advisors | 2.10% | Add +10.5% | 6,951,021 | $651.0M |
| Raymond James & Associates | 0.39% | Add +4.6% | 6,346,855 | $594.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -0.8% | 5,452,013 | $510.6M |
| Blue Trust, Inc. | 6.27% | Reduce -1.4% | 4,832,252 | $457.4M |
| Northwestern Mutual Wealth Management Co. | 0.39% | Reduce -17.9% | 4,236,053 | $396.7M |
| BlackRock Inc. | 0.01% | Add +46.8% | 3,707,405 | $347.2M |
| UBS Group AG | 0.10% | Reduce -51.8% | 3,481,096 | $326.0M |
| LPL Financial LLC | 0.16% | Add +17.6% | 3,452,784 | $323.4M |
| Nationwide Fund Advisors | 29.05% | Add +0.4% | 2,846,562 | $266.6M |
| Members Trust Co | 7.84% | Reduce -0.9% | 2,759,506 | $258.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.89% | Reduce -10.5% | 2,239,079 | $233.4M |
| Cerity Partners OCIO LLC | 17.28% | — | 2,409,770 | $225.7M |
| Bank of Montreal | 0.07% | Reduce -18.7% | 2,307,523 | $218.1M |
| Wells Fargo & Company | 0.05% | Add +5.8% | 2,078,271 | $194.6M |
| Baird Financial Group, Inc. | 0.39% | Add +3.3% | 2,009,527 | $188.2M |
| Mariner, LLC | 0.35% | Add +1.8% | 1,927,137 | $180.5M |
| Wealthcare Capital Management LLC | 18.03% | Add +2.3% | 1,814,459 | $169.9M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -4.8% | 1,746,107 | $163.5M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +4.7% | 1,745,645 | $163.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -13.8% | 1,678,116 | $157.2M |
| Truist Financial Corp. | 0.23% | Reduce -3.3% | 1,595,357 | $149.4M |
| Coldstream Capital Management Inc. | 3.02% | Add +10.9% | 1,321,313 | $123.7M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +12.3% | 1,311,802 | $122.9M |
| Citigroup Inc. | 0.11% | Add +8.3% | 1,238,040 | $115.9M |
| WestEnd Advisors, LLC | 2.89% | Reduce -0.8% | 1,194,663 | $111.9M |
| Focus Partners Wealth | 0.37% | Add +99.1% | 1,166,412 | $109.2M |
| Bank of Nova Scotia | 0.21% | New | 1,129,120 | $105.7M |
| Juniper Hill Capital Management LP | 25.83% | No change | 1,103,695 | $103.4M |
| Stifel Financial Corp. | 0.11% | Add +9.3% | 1,073,299 | $100.5M |
| Partners Capital Investment Group, LLP | 1.65% | Add +40.5% | 1,039,792 | $97.7M |
| Armstrong Advisory Group, Inc. | 8.08% | Reduce -22.2% | 975,212 | $91.3M |
| Victory Capital Management Inc. | 0.09% | Add +1.9% | 900,876 | $84.4M |
| Bogart Wealth, LLC | 4.01% | Add +2.4% | 840,156 | $78.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +19.1% | 834,197 | $78.1M |
| BNP Paribas Financial Markets | 0.08% | Add +387.1% | 819,573 | $76.8M |
| Ally Invest Advisors Inc. | 7.19% | Add +2.9% | 798,443 | $74.8M |
| 3EDGE Asset Management, LP | 5.84% | Add +5.8% | 794,478 | $74.4M |
| Cerity Partners LLC | 0.19% | Reduce -1.4% | 766,147 | $71.7M |
| Avalon Advisory Group | 33.63% | Add +6.1% | 753,843 | $70.6M |
| Sumitomo Mitsui Financial Group, Inc. | 2.02% | Add +10.1% | 692,344 | $64.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -2.3% | 650,232 | $60.9M |
| HighTower Advisors, LLC | 0.09% | Reduce -3.7% | 637,225 | $59.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.4% | 588,672 | $55.1M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +2.5% | 557,581 | $52.2M |
| Cetera Investment Advisers | 0.11% | Add +2.7% | 524,977 | $49.2M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +6.2% | 515,334 | $48.3M |
| HSBC Holdings PLC | 0.03% | Reduce -42.6% | 498,045 | $46.6M |
| Ironwood Wealth Management, LLC. | 14.15% | Add +9.2% | 462,629 | $43.3M |
| Parallax Volatility Advisers, L.P. | 1.25% | Reduce -46.5% | 459,962 | $43.1M |
| Barings LLC | 1.04% | No change | 451,067 | $42.2M |
| Advisor OS, LLC | 4.57% | Reduce -0.3% | 445,693 | $41.7M |
| Patton Fund Management, Inc. | 8.78% | Add +0.0% | 444,548 | $41.6M |
| Harvest Portfolios Group Inc. | 1.58% | Add +14.0% | 440,289 | $41.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +44.8% | 417,766 | $39.1M |
| Clarity Financial LLC | 5.78% | Add +2.7% | 410,043 | $38.4M |
| Twele Capital Management, Inc. | 8.55% | Add +0.5% | 402,839 | $37.7M |
| Syon Capital LLC | 3.44% | Reduce -0.6% | 399,493 | $37.4M |
| Beacon Wealthcare LLC | 15.97% | Reduce -0.3% | 391,299 | $36.6M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -25.1% | 380,276 | $35.5M |
| Atlas Private Wealth Advisors | 5.73% | Add +114.5% | 376,550 | $35.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -0.5% | 369,768 | $34.6M |
| Rafferty Asset Management, LLC | 0.13% | Add +0.1% | 363,394 | $34.0M |
| Centiva Capital, LP | 1.65% | Add +406.1% | 360,615 | $33.8M |
| Brown Advisory Inc. | 0.04% | Add +6.3% | 353,205 | $33.1M |
| IMC-Chicago, LLC | 1.06% | New | 352,356 | $33.0M |
| Sompo Asset Management Co., Ltd. | 5.54% | Add +0.5% | 350,001 | $32.8M |
| Osaic Holdings, Inc. | 0.08% | Add +17.2% | 349,048 | $32.7M |
| MJP Associates Inc. | 6.78% | Reduce -2.7% | 348,060 | $32.6M |
| Jane Street Group, LLC | 0.03% | Add +79.0% | 340,642 | $31.9M |
| Tobias Financial Advisors, Inc. | 6.71% | Add +4.5% | 332,436 | $31.1M |
| Raub Brock Capital Management LP | 6.70% | Reduce -0.3% | 327,505 | $30.7M |
| Eight 31 Financial, LLC | 23.20% | Reduce -2.5% | 321,565 | $30.1M |
| LifeGuide Financial Advisors, LLC | 14.48% | Add +6.6% | 318,230 | $29.8M |
| Sachem Hill LLC | 6.38% | Add +9.6% | 317,446 | $29.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +66.3% | 314,814 | $29.5M |
| Prudent Investors Network, Inc. | 10.42% | Add +5.9% | 307,917 | $28.8M |
| Community Financial Services Group, LLC | 6.13% | Reduce -2.8% | 303,892 | $28.5M |
| WCG Wealth Advisors LLC | 2.06% | Add +20.0% | 297,615 | $27.9M |
| Leo Wealth, LLC | 2.83% | Reduce -5.3% | 298,213 | $27.7M |
| Greenwood Gearhart LLC | 2.61% | Add +2.9% | 295,404 | $27.7M |
| Parkside Advisors LLC | 7.01% | New | 292,851 | $27.4M |
| Thrivent Financial for Lutherans | 0.06% | Add +6.8% | 291,578 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +102.6% | 296,881 | $27.3M |
| Wealth Management Resources, Inc. | 11.62% | Add +49.1% | 288,818 | $27.0M |
| GenWealth Group, Inc. | 6.62% | Add +0.8% | 287,108 | $26.9M |
| Johns Hopkins University | 1.07% | No change | 286,376 | $26.8M |
| Focus Financial Network, Inc. | 1.13% | Add +4.8% | 277,039 | $26.4M |
| MML Investors Services, LLC | 0.11% | Reduce -25.3% | 280,676 | $26.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 6.16% | Add +63.2% | 269,688 | $25.3M |
| Flputnam Investment Management Co. | 0.46% | Reduce -1.6% | 264,065 | $24.7M |
| Strategic Point Investment Advisors, LLC | 4.41% | Reduce -0.2% | 262,656 | $24.6M |
| Banco Santander, S.A. | 0.30% | Reduce -23.5% | 261,352 | $24.5M |
"% 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.