iShares 7-10 Year Treasury BIEFETF
13F holders, Q4 2024 (December 31)975holders +35
103new positions
115sold out
3famous investors
$92.50avg. 13F price*
At the end of Q4 2024, 975 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 35 from Q3 2024. 103 opened new positions and 115 sold out. The largest holders were Fisher Asset Management ($4.6B), FMR LLC ($2.7B) and JPMorgan Chase & Co. ($2.5B). 3 famous investors held it, including Ken Fisher (1.8% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $197.7M |
| Exits | 115 | $835.1M |
All 13F filers, Q3 2024 → Q4 2024: 21,669,802 shares bought and 38,438,787 shares sold, net −16,768,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 975 holders
| Fisher Asset Management | 1.81% | Add +18.2% | 49,220,000 | $4.6B |
| FMR LLC | 0.16% | Reduce -11.4% | 29,677,907 | $2.7B |
| JPMorgan Chase & Co. | 0.20% | Reduce -3.7% | 26,743,507 | $2.5B |
| Envestnet Asset Management Inc. | 0.36% | Reduce -4.3% | 12,217,969 | $1.1B |
| Ameriprise Financial Inc. | 0.28% | Reduce -11.7% | 11,630,686 | $1.1B |
| PNC Financial Services Group, Inc. | 0.60% | Reduce -1.2% | 9,637,029 | $890.9M |
| Captrust Financial Advisors | 2.21% | Reduce -2.3% | 8,364,669 | $773.3M |
| Raymond James Financial Inc. | 0.27% | — | 7,847,362 | $725.5M |
| Morgan Stanley | 0.05% | Reduce -45.0% | 7,770,318 | $718.4M |
| Bank of America Corp. | 0.07% | Reduce -9.5% | 7,658,163 | $708.0M |
| Bank of Montreal | 0.26% | Reduce -26.6% | 5,649,889 | $522.3M |
| Blue Trust, Inc. | 6.51% | Add +9.9% | 5,497,557 | $508.2M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Add +5.5% | 4,489,332 | $415.0M |
| LPL Financial LLC | 0.14% | Add +4.8% | 3,702,913 | $342.3M |
| UBS Group AG | 0.08% | Reduce -10.4% | 3,658,293 | $338.2M |
| Nationwide Fund Advisors | 23.77% | Add +0.8% | 3,213,523 | $297.1M |
| BlackRock, Inc. | 0.01% | Reduce -16.9% | 3,066,953 | $283.5M |
| Jane Street Group, LLC | 0.40% | Add +589.9% | 2,650,680 | $245.1M |
| Members Trust Co | 8.38% | Reduce -2.5% | 2,629,430 | $243.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.74% | Add +9.9% | 2,342,461 | $239.0M |
| Cerity Partners OCIO LLC | 15.15% | Add +0.9% | 2,471,275 | $228.5M |
| Baird Financial Group, Inc. | 0.43% | Add +2.9% | 2,427,606 | $224.4M |
| Wells Fargo & Company | 0.04% | Add +9.8% | 2,001,437 | $185.0M |
| Wealthcare Capital Management LLC | 18.04% | Add +5.3% | 1,937,596 | $179.1M |
| Coldstream Capital Management Inc. | 3.74% | Add +34.0% | 1,897,053 | $175.4M |
| Mariner, LLC | 0.29% | Reduce -2.0% | 1,868,578 | $172.8M |
| Alliancebernstein L.P. | 0.06% | Add +3.5% | 1,863,509 | $172.3M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +9.3% | 1,598,953 | $147.8M |
| NorthCoast Asset Management LLC | 0.59% | Add +13.9% | 1,306,444 | $120.8M |
| Harvest Portfolios Group Inc. | 3.97% | Add +34.4% | 1,285,965 | $118.9M |
| Truist Financial Corp. | 0.17% | Reduce -21.2% | 1,197,065 | $110.7M |
| Armstrong Advisory Group, Inc. | 8.44% | Add +79.9% | 1,143,157 | $105.7M |
| Janney Montgomery Scott LLC | 0.28% | Reduce -33.1% | 1,097,763 | $101.5M |
| Stifel Financial Corp. | 0.10% | Reduce -4.3% | 1,041,887 | $96.3M |
| Royal Bank of Canada | 0.02% | Reduce -45.1% | 1,017,055 | $94.0M |
| Victory Capital Management Inc. | 0.09% | Add +3.4% | 948,112 | $87.7M |
| 3EDGE Asset Management, LP | 5.22% | Add +5.1% | 915,455 | $84.6M |
| Cerity Partners LLC | 0.17% | Add +12.2% | 868,597 | $80.3M |
| Ally Invest Advisors Inc. | 6.94% | Add +6.0% | 866,460 | $80.1M |
| Avalon Advisory Group | 33.60% | Add +3.4% | 796,032 | $73.6M |
| WestEnd Advisors, LLC | 1.78% | Reduce -33.4% | 756,395 | $69.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.93% | Add +5.8% | 753,550 | $69.7M |
| Juniper Hill Capital Management LP | 15.24% | Reduce -32.6% | 744,199 | $68.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -5.9% | 741,987 | $68.6M |
| Clarity Financial LLC | 7.73% | Add +4.8% | 699,525 | $64.7M |
| Cetera Investment Advisers | 0.14% | Add +15.2% | 699,020 | $64.6M |
| Bogart Wealth, LLC | 2.90% | Add +5.5% | 662,184 | $61.2M |
| Ausdal Financial Partners, Inc. | 5.12% | Add +3365.9% | 640,710 | $59.2M |
| Focus Partners Wealth | 0.15% | Add +3921.1% | 612,170 | $56.6M |
| Barings LLC | 1.32% | Reduce -3.4% | 595,818 | $55.1M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -8.0% | 578,023 | $53.4M |
| Wealthcare Advisory Partners LLC | 1.46% | Add +9.1% | 567,910 | $52.5M |
| Partners Capital Investment Group, LLP | 1.44% | Reduce -46.2% | 566,767 | $52.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +44.5% | 551,995 | $50.9M |
| Eastern Bank | 0.89% | Add +1.7% | 518,536 | $47.9M |
| Matauro, LLC | 10.28% | — | 513,550 | $47.5M |
| Raub Brock Capital Management LP | 9.74% | Reduce -0.3% | 495,635 | $45.8M |
| Ironwood Wealth Management, LLC. | 13.86% | Add +1.0% | 483,290 | $44.7M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -1.2% | 481,651 | $44.5M |
| AIA Group Ltd | 1.01% | Reduce -10.8% | 451,055 | $41.7M |
| Citigroup Inc. | 0.04% | Reduce -60.3% | 446,963 | $41.3M |
| Patton Fund Management, Inc. | 8.06% | Add +0.3% | 445,062 | $41.1M |
| MAI Capital Management | 0.30% | New | 436,414 | $40.3M |
| Twele Capital Management, Inc. | 8.53% | Add +5.7% | 435,501 | $40.3M |
| Greenwood Gearhart LLC | 2.70% | Add +35.5% | 423,646 | $39.2M |
| Karpus Management, Inc. | 1.14% | Add +116.3% | 416,176 | $38.5M |
| Pineridge Advisors LLC | 14.15% | Add +12.4% | 405,030 | $37.4M |
| Atlas Private Wealth Advisors | 5.21% | Add +1.7% | 397,633 | $36.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -16.9% | 393,448 | $36.4M |
| Beacon Wealthcare LLC | 14.62% | Reduce -1.3% | 389,776 | $36.0M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +6.1% | 385,016 | $35.6M |
| Rafferty Asset Management, LLC | 0.12% | Reduce -1.9% | 372,242 | $34.4M |
| Advisor OS, LLC | 3.98% | Reduce -19.5% | 371,950 | $34.4M |
| 1607 Capital Partners, LLC | 2.75% | Add +47.8% | 370,611 | $34.3M |
| MJP Associates Inc. | 6.07% | Add +0.9% | 365,634 | $33.8M |
| Sompo Asset Management Co., Ltd. | 5.70% | Add +5.7% | 364,744 | $33.7M |
| LifeGuide Financial Advisors, LLC | 14.21% | Add +6.1% | 358,228 | $33.1M |
| Tobias Financial Advisors, Inc. | 6.59% | Add +0.4% | 354,828 | $32.8M |
| National Bank of Canada | 0.04% | Reduce -5.1% | 351,042 | $32.5M |
| Atria Wealth Solutions, Inc. | 0.34% | Reduce -47.5% | 339,675 | $31.4M |
| Blue Edge Capital, LLC | 4.83% | Reduce -1.9% | 332,352 | $30.7M |
| Sachem Hill LLC | 6.34% | Add +1.3% | 328,675 | $30.4M |
| Community Financial Services Group, LLC | 5.98% | Add +10.1% | 326,274 | $30.2M |
| Parkside Advisors LLC | 7.02% | Add +3.9% | 322,175 | $29.8M |
| Creative Planning | 0.03% | Add +534.7% | 318,796 | $29.5M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -10.3% | 308,671 | $28.5M |
| Willis Johnson & Associates, Inc. | 2.14% | Add +96.3% | 300,766 | $27.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.0% | 300,733 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -79.9% | 297,382 | $27.5M |
| First Financial Bank - Trust Division | 2.53% | Add +2.5% | 293,295 | $27.1M |
| MML Investors Services, LLC | 0.09% | Add +9.1% | 291,014 | $26.9M |
| Arkos Global Advisors | 3.94% | Add +191.6% | 290,479 | $26.9M |
| Wealth Management Resources, Inc. | 9.81% | Reduce -4.4% | 287,505 | $26.6M |
| Kaydan Wealth Management, Inc. | 8.66% | Reduce -1.3% | 281,632 | $26.0M |
| Prudent Investors Network, Inc. | 7.56% | Add +8.0% | 279,608 | $25.8M |
| Focus Financial Network, Inc. | 1.03% | Reduce -1.1% | 279,464 | $25.8M |
| WCG Wealth Advisors LLC | 1.70% | Add +3.0% | 277,466 | $25.7M |
| Assetmark, Inc. | 0.07% | Add +17.8% | 274,448 | $25.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -38.6% | 269,871 | $24.9M |
| Leo Wealth, LLC | 2.23% | Reduce -18.2% | 269,399 | $24.9M |
"% 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.