iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2025 (March 31)983holders +8
107new positions
89sold out
4famous investors
$95.28avg. 13F price*
At the end of Q1 2025, 983 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 8 from Q4 2024. 107 opened new positions and 89 sold out. The largest holders were Fisher Asset Management ($5.2B), JPMorgan Chase & Co. ($2.7B) and FMR LLC ($2.6B). 4 famous investors held it, including Ken Fisher (2.3% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $632.2M |
| Exits | 89 | $130.3M |
All 13F filers, Q4 2024 → Q1 2025: 42,333,028 shares bought and 19,092,529 shares sold, net +23,240,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 983 holders
| Fisher Asset Management | 2.27% | Add +11.7% | 54,964,750 | $5.2B |
| JPMorgan Chase & Co. | 0.20% | Add +5.0% | 28,076,649 | $2.7B |
| FMR LLC | 0.16% | Reduce -9.5% | 26,864,341 | $2.6B |
| Envestnet Asset Management Inc. | 0.38% | Add +1.5% | 12,398,140 | $1.2B |
| Ameriprise Financial Inc. | 0.29% | Reduce -3.5% | 11,224,994 | $1.1B |
| Morgan Stanley | 0.08% | Add +42.9% | 11,102,539 | $1.1B |
| Captrust Financial Advisors | 2.27% | Add +13.5% | 9,495,964 | $905.6M |
| PNC Financial Services Group, Inc. | 0.46% | Reduce -3.6% | 9,291,281 | $886.1M |
| Bank of America Corp. | 0.07% | Add +11.1% | 8,508,109 | $811.4M |
| Raymond James Financial Inc. | 0.29% | Add +3.5% | 8,125,441 | $774.9M |
| Bank of Montreal | 0.37% | Add +26.5% | 7,145,082 | $681.4M |
| Blue Trust, Inc. | 6.44% | Reduce -4.2% | 5,266,389 | $502.3M |
| Northwestern Mutual Wealth Management Co. | 0.36% | Add +2.9% | 4,617,408 | $440.4M |
| LPL Financial LLC | 0.16% | Add +18.2% | 4,376,591 | $417.4M |
| UBS Group AG | 0.08% | Add +4.1% | 3,808,839 | $363.2M |
| Wells Fargo & Company | 0.08% | Add +65.5% | 3,311,968 | $315.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +1001.8% | 3,276,512 | $312.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.93% | Add +28.3% | 3,005,655 | $286.6M |
| Cerity Partners OCIO LLC | 15.51% | Add +16.3% | 2,873,480 | $274.0M |
| Baird Financial Group, Inc. | 0.46% | Add +4.2% | 2,530,645 | $241.3M |
| Mariner, LLC | 0.38% | Add +26.9% | 2,370,576 | $226.1M |
| Wealthcare Capital Management LLC | 19.22% | Add +2.6% | 1,987,242 | $189.5M |
| Alliancebernstein L.P. | 0.07% | Add +6.2% | 1,979,032 | $188.7M |
| Coldstream Capital Management Inc. | 3.98% | Add +3.2% | 1,956,939 | $186.6M |
| Susquehanna International Group, LLP | 0.28% | Add +1138.8% | 1,812,993 | $172.9M |
| Mutual Advisors, LLC | 4.74% | Add +16747.0% | 1,737,097 | $165.4M |
| Members Trust Co | 5.47% | Reduce -37.3% | 1,647,498 | $157.1M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +0.5% | 1,606,373 | $153.2M |
| BlackRock, Inc. | 0.00% | Reduce -49.5% | 1,549,202 | $147.7M |
| Harvest Portfolios Group Inc. | 4.07% | Add +12.2% | 1,443,149 | $137.6M |
| NorthCoast Asset Management LLC | 0.66% | Add +4.9% | 1,370,911 | $130.7M |
| Royal Bank of Canada | 0.03% | Add +32.3% | 1,345,640 | $128.3M |
| Nationwide Fund Advisors | 10.44% | Reduce -60.1% | 1,283,630 | $122.4M |
| Truist Financial Corp. | 0.18% | Add +0.9% | 1,207,902 | $115.2M |
| Armstrong Advisory Group, Inc. | 8.44% | No change | 1,143,157 | $105.7M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -1.5% | 1,081,557 | $103.1M |
| Stifel Financial Corp. | 0.11% | Add +1.6% | 1,058,682 | $101.0M |
| Cerity Partners LLC | 0.20% | Add +15.8% | 1,006,020 | $95.9M |
| Partners Capital Investment Group, LLP | 1.53% | Add +67.3% | 948,296 | $90.4M |
| Victory Capital Management Inc. | 0.09% | Reduce -0.1% | 947,347 | $90.3M |
| Cetera Investment Advisers | 0.17% | Add +28.2% | 896,033 | $85.5M |
| Ally Invest Advisors Inc. | 7.23% | Add +2.1% | 884,887 | $84.4M |
| Sona Asset Management (us) LLC | 6.43% | New | 850,000 | $81.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.40% | Add +6.0% | 798,546 | $76.2M |
| Avalon Advisory Group | 35.44% | Reduce -0.9% | 788,697 | $75.2M |
| Juniper Hill Capital Management LP | 17.69% | No change | 744,199 | $71.0M |
| WestEnd Advisors, LLC | 1.87% | Reduce -2.3% | 738,973 | $70.5M |
| 3EDGE Asset Management, LP | 4.76% | Reduce -19.9% | 733,423 | $69.9M |
| Clarity Financial LLC | 7.95% | Add +3.6% | 725,057 | $69.1M |
| GenTrust, LLC | 3.09% | Add +364.2% | 675,715 | $64.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -11.5% | 656,379 | $62.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.01% | Add +400.4% | 648,750 | $61.9M |
| Barings LLC | 1.53% | Add +5.6% | 629,394 | $60.0M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +8.8% | 618,178 | $59.0M |
| AIA Group Ltd | 1.41% | Add +33.1% | 600,420 | $57.3M |
| Citigroup Inc. | 0.04% | Add +31.2% | 586,265 | $55.9M |
| McElhenny Sheffield Capital Management, LLC | 20.72% | New | 579,674 | $55.3M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.4% | 564,993 | $53.9M |
| Tanglewood Wealth Management, Inc. | 5.99% | Add +6139.3% | 558,606 | $53.3M |
| Matauro, LLC | 10.67% | Add +7.2% | 550,678 | $52.5M |
| Assetmark, Inc. | 0.14% | Add +96.7% | 539,845 | $51.5M |
| Garde Capital, Inc. | 2.87% | New | 525,133 | $50.1M |
| Raub Brock Capital Management LP | 10.61% | Add +0.5% | 498,237 | $47.5M |
| Ironwood Wealth Management, LLC. | 14.56% | Add +2.9% | 497,272 | $47.4M |
| MAI Capital Management | 0.34% | Add +7.8% | 470,457 | $44.9M |
| Greenwood Gearhart LLC | 3.08% | Add +10.1% | 466,239 | $44.5M |
| Cobblestone Capital Advisors LLC | 2.42% | New | 462,938 | $44.2M |
| Bogart Wealth, LLC | 2.07% | Reduce -30.5% | 460,083 | $43.9M |
| Virtue Capital Management, LLC | 5.08% | Add +106.7% | 455,369 | $43.4M |
| Patton Fund Management, Inc. | 10.25% | Reduce -0.2% | 444,030 | $42.3M |
| Rafferty Asset Management, LLC | 0.18% | Add +19.2% | 443,803 | $42.3M |
| Jane Street Group, LLC | 0.08% | Reduce -83.3% | 441,798 | $42.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -11.3% | 427,062 | $40.7M |
| Advisors Preferred, LLC | 5.41% | Add +370.6% | 422,054 | $40.3M |
| Karpus Management, Inc. | 1.30% | Add +0.8% | 419,287 | $40.0M |
| Twele Capital Management, Inc. | 8.46% | Reduce -4.0% | 418,118 | $39.9M |
| Citadel Advisors | 0.04% | New | 417,394 | $39.8M |
| Advisor OS, LLC | 4.27% | Add +5.8% | 393,324 | $37.5M |
| LifeGuide Financial Advisors, LLC | 15.20% | Add +9.0% | 390,534 | $37.2M |
| MJP Associates Inc. | 6.70% | Add +6.5% | 389,501 | $37.1M |
| Beacon Wealthcare LLC | 15.02% | Reduce -0.7% | 387,222 | $36.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.6% | 383,373 | $36.6M |
| GenWealth Group, Inc. | 8.01% | Add +54.2% | 381,200 | $36.4M |
| Sompo Asset Management Co., Ltd. | 6.74% | Add +4.3% | 380,384 | $36.3M |
| 1607 Capital Partners, LLC | 2.85% | No change | 370,611 | $35.3M |
| Mizuho Markets Americas LLC | 0.71% | New | 344,912 | $32.9M |
| Osaic Holdings, Inc. | 0.07% | Add +13.7% | 342,022 | $32.6M |
| Life Line Wealth Management LLC | 11.93% | New | 340,117 | $32.4M |
| Community Financial Services Group, LLC | 6.95% | Add +3.0% | 336,038 | $32.0M |
| Sachem Hill LLC | 6.20% | Add +0.6% | 330,697 | $31.5M |
| Blue Edge Capital, LLC | 5.06% | Reduce -0.5% | 330,643 | $31.5M |
| Willis Johnson & Associates, Inc. | 2.33% | Add +7.4% | 322,923 | $30.8M |
| Parkside Advisors LLC | 7.38% | Reduce -0.3% | 321,237 | $30.6M |
| Prudent Investors Network, Inc. | 8.67% | Add +14.2% | 319,195 | $30.4M |
| Focus Financial Network, Inc. | 1.23% | Add +12.6% | 314,607 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +322.1% | 311,537 | $29.7M |
| Thrivent Financial for Lutherans | 0.07% | Add +272.0% | 309,567 | $29.5M |
| First Financial Bank - Trust Division | 2.77% | Add +2.0% | 299,281 | $28.5M |
| Creative Planning | 0.03% | Reduce -7.4% | 295,091 | $28.1M |
| Arkos Global Advisors | 4.11% | Add +1.0% | 293,342 | $28.0M |
"% 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.