iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2025 (June 30)1,013holders +30
111new positions
84sold out
6famous investors
$95.68avg. 13F price*
At the end of Q2 2025, 1,013 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 30 from Q1 2025. 111 opened new positions and 84 sold out. The largest holders were Fisher Asset Management ($5.5B), FMR LLC ($2.7B) and JPMorgan Chase & Co. ($2.6B). 6 famous investors held it, including Ken Fisher (2.2% of Fisher Asset Management's portfolio), George Soros (1.3% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.2% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $551.0M |
| Exits | 84 | $305.4M |
All 13F filers, Q1 2025 → Q2 2025: 23,791,769 shares bought and 23,094,588 shares sold, net +697,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,013 holders
| Fisher Asset Management | 2.19% | Add +4.9% | 57,650,891 | $5.5B |
| FMR LLC | 0.15% | Add +6.4% | 28,593,467 | $2.7B |
| JPMorgan Chase & Co. | 0.18% | Reduce -2.8% | 27,278,744 | $2.6B |
| Morgan Stanley | 0.08% | Add +12.8% | 12,521,595 | $1.2B |
| Envestnet Asset Management Inc. | 0.35% | Add +0.4% | 12,444,874 | $1.2B |
| Ameriprise Financial Inc. | 0.27% | Add +3.9% | 11,659,314 | $1.1B |
| Captrust Financial Advisors | 2.14% | Add +5.2% | 9,991,736 | $956.9M |
| Bank of America Corp. | 0.07% | Add +6.1% | 9,028,540 | $864.7M |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -7.4% | 8,602,910 | $823.9M |
| Bank of Montreal | 0.36% | Add +2.6% | 7,334,706 | $702.4M |
| Raymond James Financial Inc. | 0.19% | Reduce -27.6% | 5,884,673 | $563.6M |
| Blue Trust, Inc. | 6.32% | Add +6.2% | 5,592,724 | $535.6M |
| LPL Financial LLC | 0.14% | Add +2.8% | 4,497,152 | $430.7M |
| Northwestern Mutual Wealth Management Co. | 0.30% | Reduce -8.1% | 4,243,477 | $406.4M |
| UBS Group AG | 0.08% | Add +10.6% | 4,211,866 | $403.4M |
| Wells Fargo & Company | 0.07% | Reduce -6.2% | 3,105,250 | $297.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.88% | Add +2.9% | 3,092,654 | $296.2M |
| Baird Financial Group, Inc. | 0.44% | Add +4.1% | 2,634,983 | $252.4M |
| Cerity Partners OCIO LLC | 13.69% | Reduce -10.3% | 2,577,769 | $246.9M |
| BlackRock, Inc. | 0.00% | Add +38.4% | 2,143,883 | $205.3M |
| Mariner, LLC | 0.29% | Reduce -10.6% | 2,120,179 | $203.0M |
| Alliancebernstein L.P. | 0.06% | Reduce -0.5% | 1,969,452 | $188.6M |
| Coldstream Capital Management Inc. | 3.03% | Reduce -1.2% | 1,933,956 | $185.2M |
| Mutual Advisors, LLC | 4.58% | Add +11.3% | 1,933,490 | $183.2M |
| Wealthcare Capital Management LLC | 17.95% | Reduce -10.8% | 1,773,268 | $169.8M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -46.4% | 1,757,600 | $168.3M |
| Peavine Capital, LLC | 37.68% | New | 1,679,411 | $160.8M |
| Truist Financial Corp. | 0.23% | Add +37.7% | 1,662,888 | $159.3M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +0.8% | 1,620,106 | $153.5M |
| Harvest Portfolios Group Inc. | 3.48% | Add +8.4% | 1,563,900 | $149.8M |
| NorthCoast Asset Management LLC | 0.53% | Reduce -6.2% | 1,285,818 | $123.1M |
| Members Trust Co | 4.12% | Reduce -24.2% | 1,248,991 | $119.6M |
| Stifel Financial Corp. | 0.10% | Add +3.6% | 1,097,095 | $105.1M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -8.4% | 991,087 | $94.9M |
| Assetmark, Inc. | 0.22% | Add +79.7% | 969,956 | $92.9M |
| Nationwide Fund Advisors | 5.15% | Reduce -25.2% | 960,516 | $92.0M |
| Susquehanna International Group, LLP | 0.14% | Reduce -47.1% | 959,523 | $91.9M |
| Victory Capital Management Inc. | 0.06% | Reduce -1.9% | 929,276 | $89.0M |
| Cerity Partners LLC | 0.16% | Reduce -9.0% | 915,207 | $87.6M |
| Barclays PLC | 0.03% | Add +223.4% | 902,038 | $86.4M |
| Ally Invest Advisors Inc. | 6.70% | Add +1.5% | 897,827 | $86.0M |
| Cetera Investment Advisers | 0.14% | Reduce -4.9% | 852,233 | $81.6M |
| Avalon Advisory Group | 33.84% | Add +4.3% | 822,589 | $78.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.27% | Add +1.9% | 814,133 | $78.0M |
| Raub Brock Capital Management LP | 16.46% | Add +58.3% | 788,742 | $75.5M |
| Citigroup Inc. | 0.05% | Add +30.4% | 764,327 | $73.2M |
| Royal Bank of Canada | 0.01% | Reduce -44.5% | 747,259 | $71.6M |
| Juniper Hill Capital Management LP | 17.37% | No change | 744,199 | $71.3M |
| Clarity Financial LLC | 7.50% | Add +0.4% | 727,656 | $69.7M |
| Sona Asset Management (us) LLC | 5.27% | Reduce -14.7% | 725,000 | $69.4M |
| 3EDGE Asset Management, LP | 4.32% | Reduce -1.2% | 724,722 | $69.4M |
| Meeder Asset Management Inc. | 4.04% | New | 687,194 | $65.8M |
| WestEnd Advisors, LLC | 1.57% | Reduce -10.7% | 659,636 | $63.2M |
| Barings LLC | 1.47% | Add +2.1% | 642,944 | $61.6M |
| Wealthcare Advisory Partners LLC | 1.39% | Add +2.9% | 636,093 | $60.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +5080.3% | 629,048 | $60.2M |
| GenTrust, LLC | 2.69% | Reduce -11.9% | 595,000 | $57.0M |
| Matauro, LLC | 10.66% | Add +7.6% | 592,770 | $56.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -13.1% | 570,408 | $54.6M |
| Tanglewood Wealth Management, Inc. | 5.34% | Add +1.2% | 565,204 | $54.1M |
| Summit Financial Consulting LLC | 47.73% | Add +9052.5% | 554,550 | $53.1M |
| Arkos Global Advisors | 7.27% | Add +86.4% | 546,785 | $52.4M |
| MML Investors Services, LLC | 0.14% | Add +89.1% | 523,311 | $50.1M |
| Garde Capital, Inc. | 2.64% | Reduce -1.9% | 515,209 | $49.3M |
| Advisors Preferred, LLC | 8.13% | Add +22.5% | 517,005 | $49.3M |
| Soros Fund Management | 1.28% | New | 500,000 | $47.9M |
| MAI Capital Management | 0.32% | Add +1.3% | 476,652 | $45.6M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +11.1% | 474,523 | $45.4M |
| Bogart Wealth, LLC | 1.94% | Add +2.9% | 473,594 | $45.4M |
| Moore Capital Management, LP | 0.96% | Add +177.1% | 467,790 | $44.8M |
| Cobblestone Capital Advisors LLC | 2.27% | Add +0.2% | 463,937 | $44.4M |
| CI Investments Inc. | 0.16% | New | 454,348 | $43.5M |
| Patton Fund Management, Inc. | 9.31% | Reduce -0.1% | 443,636 | $42.5M |
| Prime Capital Investment Advisors, LLC | 0.56% | Add +42.4% | 443,464 | $42.5M |
| Twele Capital Management, Inc. | 8.29% | Add +4.4% | 436,409 | $41.8M |
| Rafferty Asset Management, LLC | 0.14% | Reduce -2.0% | 435,093 | $41.7M |
| Greenwood Gearhart LLC | 2.51% | Reduce -9.9% | 419,851 | $40.2M |
| Banco Santander, S.A. | 0.38% | Add +52.9% | 416,353 | $39.9M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -26.9% | 413,210 | $39.6M |
| Osaic Holdings, Inc. | 0.07% | Add +17.6% | 402,242 | $38.5M |
| LifeGuide Financial Advisors, LLC | 14.21% | Add +2.9% | 401,998 | $38.5M |
| HighTower Advisors, LLC | 0.05% | Add +4.6% | 401,025 | $38.4M |
| AIA Group Ltd | 0.83% | Reduce -33.4% | 400,165 | $38.3M |
| Partners Capital Investment Group, LLP | 1.53% | Reduce -58.2% | 396,173 | $37.9M |
| Ironwood Wealth Management, LLC. | 13.75% | Reduce -20.9% | 393,200 | $37.7M |
| Sompo Asset Management Co., Ltd. | 6.51% | Add +2.9% | 391,358 | $37.5M |
| GenWealth Group, Inc. | 7.50% | Add +1.9% | 388,469 | $37.2M |
| Beacon Wealthcare LLC | 13.88% | Reduce -0.7% | 384,364 | $36.8M |
| Leo Wealth, LLC | 2.81% | Add +162.1% | 377,239 | $36.2M |
| Jane Street Group, LLC | 0.06% | Reduce -16.3% | 369,847 | $35.4M |
| Community Financial Services Group, LLC | 6.61% | Add +3.2% | 346,747 | $33.2M |
| Focus Financial Network, Inc. | 1.27% | Add +6.7% | 335,791 | $32.2M |
| Willis Johnson & Associates, Inc. | 2.18% | Add +3.5% | 334,137 | $32.0M |
| SG Americas Securities, LLC | 0.14% | Add +69.1% | 331,839 | $31.8M |
| 1607 Capital Partners, LLC | 2.57% | Reduce -10.6% | 331,161 | $31.7M |
| Prudent Investors Network, Inc. | 8.43% | Add +2.2% | 326,226 | $31.2M |
| Parkside Advisors LLC | 6.82% | Add +0.9% | 324,216 | $31.1M |
| Blue Edge Capital, LLC | 4.58% | Reduce -2.8% | 321,519 | $30.8M |
| Karpus Management, Inc. | 0.97% | Reduce -25.1% | 313,969 | $30.1M |
| Cambridge Associates LLC /Ma/ | 0.66% | Add +62.4% | 312,963 | $30.0M |
"% 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.