iShares 7-10 Year Treasury BIEFETF
13F holders, Q3 2024 (September 30)940holders +37
133new positions
91sold out
5famous investors
$98.14avg. 13F price*
At the end of Q3 2024, 940 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 37 from Q2 2024. 133 opened new positions and 91 sold out. The largest holders were Fisher Asset Management ($4.1B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($2.7B). 5 famous investors held it, including Ken Fisher (1.7% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $856.4M |
| Exits | 91 | $807.6M |
All 13F filers, Q2 2024 → Q3 2024: 62,082,131 shares bought and 25,290,691 shares sold, net +36,791,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 940 holders
| Fisher Asset Management | 1.67% | Add +104.5% | 41,653,513 | $4.1B |
| FMR LLC | 0.20% | Reduce -9.5% | 33,516,454 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +37.5% | 27,763,482 | $2.7B |
| Morgan Stanley | 0.10% | Reduce -30.7% | 14,121,198 | $1.4B |
| Ameriprise Financial Inc. | 0.33% | Add +16.2% | 13,168,418 | $1.3B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -1.4% | 12,762,720 | $1.3B |
| PNC Financial Services Group, Inc. | 0.61% | Reduce -3.0% | 9,755,967 | $957.3M |
| Captrust Financial Advisors | 2.49% | Add +23.2% | 8,563,295 | $840.2M |
| Bank of America Corp. | 0.07% | Add +13.6% | 8,462,220 | $830.3M |
| Bank of Montreal | 0.36% | Add +233.7% | 7,700,921 | $757.7M |
| Raymond James & Associates | 0.39% | Add +3.8% | 6,587,304 | $646.3M |
| Blue Trust, Inc. | 6.11% | Add +3.5% | 5,000,349 | $468.3M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +0.5% | 4,256,456 | $417.6M |
| UBS Group AG | 0.11% | Add +17.3% | 4,083,879 | $400.7M |
| BlackRock, Inc. | 0.01% | — | 3,692,237 | $362.3M |
| LPL Financial LLC | 0.15% | Add +2.3% | 3,531,829 | $346.5M |
| Nationwide Fund Advisors | 24.71% | Add +12.0% | 3,189,159 | $312.9M |
| Members Trust Co | 8.58% | Reduce -2.2% | 2,698,350 | $264.8M |
| Invesco Ltd. | 0.05% | New | 2,569,800 | $252.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.83% | Reduce -4.8% | 2,131,147 | $247.9M |
| Cerity Partners OCIO LLC | 19.32% | Add +1.6% | 2,448,307 | $240.2M |
| Baird Financial Group, Inc. | 0.45% | Add +17.5% | 2,360,397 | $231.6M |
| Citadel Advisors | 0.21% | New | 2,002,737 | $196.5M |
| Mariner, LLC | 0.33% | Reduce -1.1% | 1,906,473 | $187.1M |
| Royal Bank of Canada | 0.04% | Add +214.5% | 1,851,210 | $181.6M |
| Wealthcare Capital Management LLC | 18.10% | Add +1.4% | 1,839,849 | $180.5M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +4.8% | 1,830,197 | $179.6M |
| Wells Fargo & Company | 0.04% | Reduce -12.3% | 1,822,499 | $178.8M |
| Alliancebernstein L.P. | 0.06% | Add +7.3% | 1,801,107 | $176.7M |
| Janney Montgomery Scott LLC | 0.45% | Reduce -6.1% | 1,640,048 | $160.9M |
| Truist Financial Corp. | 0.23% | Reduce -4.7% | 1,519,970 | $149.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +77.7% | 1,482,544 | $145.5M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +11.5% | 1,462,895 | $143.5M |
| Coldstream Capital Management Inc. | 3.00% | Add +7.2% | 1,415,791 | $138.9M |
| NorthCoast Asset Management LLC | 0.79% | Add +607.9% | 1,146,717 | $112.4M |
| WestEnd Advisors, LLC | 2.73% | Reduce -5.0% | 1,135,466 | $111.4M |
| Susquehanna International Group, LLP | 0.19% | Add +4713.4% | 1,128,315 | $110.7M |
| Citigroup Inc. | 0.10% | Reduce -9.1% | 1,125,555 | $110.4M |
| Juniper Hill Capital Management LP | 24.86% | No change | 1,103,695 | $108.3M |
| Stifel Financial Corp. | 0.11% | Add +1.4% | 1,088,330 | $106.8M |
| Partners Capital Investment Group, LLP | 1.65% | Add +1.3% | 1,053,123 | $103.3M |
| Harvest Portfolios Group Inc. | 3.11% | Add +117.3% | 956,717 | $93.9M |
| Victory Capital Management Inc. | 0.09% | Add +1.8% | 917,044 | $90.0M |
| 3EDGE Asset Management, LP | 6.06% | Add +9.7% | 871,254 | $85.5M |
| Ally Invest Advisors Inc. | 7.11% | Add +2.3% | 817,068 | $80.2M |
| EHP Funds Inc. | 55.12% | New | 801,200 | $78.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +21.2% | 788,142 | $77.3M |
| Cerity Partners LLC | 0.17% | Add +1.0% | 774,093 | $76.0M |
| Avalon Advisory Group | 34.24% | Add +2.1% | 769,849 | $75.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.57% | Add +2.9% | 712,188 | $69.9M |
| Clarity Financial LLC | 7.70% | Add +62.8% | 667,534 | $65.5M |
| Atria Wealth Solutions, Inc. | 0.69% | Add +15.9% | 646,364 | $63.4M |
| Armstrong Advisory Group, Inc. | 5.16% | Reduce -34.8% | 635,420 | $62.3M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +99.7% | 628,547 | $61.7M |
| Bogart Wealth, LLC | 2.91% | Reduce -25.3% | 627,598 | $61.6M |
| Barings LLC | 1.43% | Add +36.7% | 616,692 | $60.5M |
| Cetera Investment Advisers | 0.13% | Add +15.6% | 607,000 | $59.6M |
| Centiva Capital, LP | 2.34% | Add +46.0% | 526,477 | $51.7M |
| Wealthcare Advisory Partners LLC | 1.46% | Add +1.0% | 520,604 | $51.1M |
| Eastern Bank | 0.90% | New | 510,057 | $50.0M |
| AIA Group Ltd | 1.28% | Add +114.3% | 505,930 | $49.6M |
| Raub Brock Capital Management LP | 9.91% | Add +51.8% | 497,040 | $48.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +16.7% | 487,603 | $47.8M |
| Ironwood Wealth Management, LLC. | 14.12% | Add +3.4% | 478,306 | $46.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -25.7% | 473,586 | $46.5M |
| Advisor OS, LLC | 4.51% | Add +3.7% | 462,161 | $45.3M |
| Patton Fund Management, Inc. | 8.99% | Reduce -0.2% | 443,765 | $43.5M |
| BNP Paribas Financial Markets | 0.04% | Reduce -46.3% | 439,843 | $43.2M |
| SG Americas Securities, LLC | 0.16% | Add +228.1% | 425,699 | $41.8M |
| Twele Capital Management, Inc. | 8.48% | Add +2.3% | 411,896 | $40.4M |
| Syon Capital LLC | 3.49% | Add +0.5% | 401,626 | $39.4M |
| Pictet North America Advisors SA | 3.85% | Add +180.9% | 396,649 | $38.9M |
| Beacon Wealthcare LLC | 15.64% | Add +0.9% | 395,012 | $38.8M |
| Atlas Private Wealth Advisors | 5.56% | Add +3.8% | 390,814 | $38.3M |
| Jane Street Group, LLC | 0.06% | Add +12.8% | 384,230 | $37.7M |
| Rockefeller Capital Management L.P. | 0.10% | Add +0.5% | 382,055 | $37.4M |
| Rafferty Asset Management, LLC | 0.13% | Add +4.5% | 379,596 | $37.2M |
| National Bank of Canada | 0.05% | Add +458.8% | 369,823 | $36.3M |
| Aveo Capital Partners, LLC | 3.80% | Add +198.8% | 364,236 | $35.7M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -1.9% | 362,742 | $35.6M |
| MJP Associates Inc. | 6.74% | Add +4.1% | 362,421 | $35.6M |
| Osaic Holdings, Inc. | 0.08% | Add +3.8% | 362,353 | $35.6M |
| Pineridge Advisors LLC | 13.38% | Add +141.9% | 360,457 | $35.4M |
| Tobias Financial Advisors, Inc. | 6.95% | Add +6.3% | 353,450 | $34.7M |
| Sompo Asset Management Co., Ltd. | 5.30% | Reduce -1.4% | 344,933 | $33.8M |
| Kestra Advisory Services, LLC | 0.19% | Add +15.8% | 343,943 | $33.7M |
| HSBC Holdings PLC | 0.02% | Reduce -31.8% | 339,636 | $33.3M |
| Blue Edge Capital, LLC | 5.18% | Add +89.8% | 338,600 | $33.2M |
| LifeGuide Financial Advisors, LLC | 14.13% | Add +6.1% | 337,708 | $33.1M |
| Eight 31 Financial, LLC | 25.25% | Add +3.1% | 331,406 | $32.5M |
| Leo Wealth, LLC | 2.95% | Add +10.5% | 329,439 | $32.3M |
| Sachem Hill LLC | 6.46% | Add +2.2% | 324,344 | $31.8M |
| Greenwood Gearhart LLC | 2.55% | Add +5.8% | 312,610 | $30.7M |
| Parkside Advisors LLC | 7.22% | Add +5.9% | 310,073 | $30.4M |
| Cambridge Associates LLC /Ma/ | 1.11% | Add +57.0% | 302,535 | $29.7M |
| Wealth Management Resources, Inc. | 11.79% | Add +4.1% | 300,668 | $29.4M |
| Community Financial Services Group, LLC | 5.95% | Reduce -2.5% | 296,313 | $29.1M |
| TPG Financial Advisors, LLC | 12.95% | Add +24.2% | 293,198 | $28.8M |
| GenWealth Group, Inc. | 6.59% | Add +1.7% | 291,916 | $28.6M |
| Johns Hopkins University | 1.05% | No change | 286,376 | $28.1M |
"% 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.