iShares 7-10 Year Treasury BIEFETF
13F holders, Q3 2025 (September 30)1,001holders −12
98new positions
99sold out
6famous investors
$96.47avg. 13F price*
At the end of Q3 2025, 1,001 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, down 12 from Q2 2025. 98 opened new positions and 99 sold out. The largest holders were Fisher Asset Management ($8.5B), FMR LLC ($2.9B) and JPMorgan Chase & Co. ($2.6B). 6 famous investors held it, including Ken Fisher (3.1% of Fisher Asset Management's portfolio), George Soros (1.0% of Soros Fund Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $212.0M |
| Exits | 99 | $380.4M |
All 13F filers, Q2 2025 → Q3 2025: 52,933,228 shares bought and 16,375,057 shares sold, net +36,558,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,001 holders
| Fisher Asset Management | 3.06% | Add +52.1% | 87,662,438 | $8.5B |
| FMR LLC | 0.15% | Add +3.9% | 29,705,915 | $2.9B |
| JPMorgan Chase & Co. | 0.16% | Reduce -2.2% | 26,683,350 | $2.6B |
| Ameriprise Financial Inc. | 0.33% | Add +28.2% | 14,950,581 | $1.4B |
| Morgan Stanley | 0.08% | Add +14.2% | 14,302,631 | $1.4B |
| Envestnet Asset Management Inc. | 0.36% | Add +3.0% | 12,820,353 | $1.2B |
| Bank of America Corp. | 0.08% | Add +18.8% | 10,729,197 | $1.0B |
| Bank of Montreal | 0.42% | Add +37.6% | 10,094,434 | $973.7M |
| PNC Financial Services Group, Inc. | 0.49% | Reduce -2.2% | 8,414,922 | $811.7M |
| Raymond James Financial Inc. | 0.19% | Add +4.9% | 6,175,024 | $595.6M |
| Blue Trust, Inc. | 6.45% | Add +6.4% | 5,952,613 | $574.2M |
| Captrust Financial Advisors | 1.01% | Reduce -48.8% | 5,114,591 | $493.4M |
| LPL Financial LLC | 0.13% | Add +3.5% | 4,653,586 | $448.9M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +2.5% | 4,351,564 | $419.8M |
| UBS Group AG | 0.08% | Add +2.0% | 4,294,255 | $414.2M |
| Wells Fargo & Company | 0.06% | Add +3.6% | 3,215,768 | $310.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.86% | Add +2.8% | 3,179,971 | $306.7M |
| Cerity Partners OCIO LLC | 13.65% | Add +7.7% | 2,775,739 | $267.7M |
| Baird Financial Group, Inc. | 0.41% | Add +1.3% | 2,669,292 | $257.5M |
| Mariner, LLC | 0.26% | Reduce -0.8% | 2,104,117 | $203.0M |
| Mutual Advisors, LLC | 4.40% | Add +6.1% | 2,050,726 | $199.7M |
| Coldstream Capital Management Inc. | 2.61% | Add +3.9% | 2,010,135 | $193.9M |
| Peavine Capital, LLC | 37.33% | Add +11.6% | 1,874,111 | $180.8M |
| Wealthcare Capital Management LLC | 18.26% | Add +5.2% | 1,864,523 | $179.9M |
| Alliancebernstein L.P. | 0.06% | Reduce -7.9% | 1,813,794 | $175.0M |
| Truist Financial Corp. | 0.22% | Add +1.2% | 1,683,327 | $162.4M |
| BlackRock, Inc. | 0.00% | Reduce -22.9% | 1,654,015 | $159.5M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +1.4% | 1,643,497 | $158.4M |
| Harvest Portfolios Group Inc. | 2.69% | Reduce -3.2% | 1,513,317 | $146.0M |
| Susquehanna International Group, LLP | 0.21% | Add +51.5% | 1,453,351 | $140.2M |
| Stifel Financial Corp. | 0.12% | Add +26.0% | 1,382,001 | $133.3M |
| NorthCoast Asset Management LLC | 0.48% | Reduce -1.6% | 1,265,159 | $122.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.6% | 1,254,418 | $121.0M |
| Members Trust Co | 3.95% | Reduce -0.3% | 1,244,933 | $120.1M |
| Cetera Investment Advisers | 0.13% | Add +34.4% | 1,145,359 | $110.5M |
| Janney Montgomery Scott LLC | 0.25% | Add +11.5% | 1,104,632 | $106.6M |
| Barclays PLC | 0.04% | Add +22.1% | 1,100,938 | $106.2M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +66.5% | 1,047,622 | $101.1M |
| Assetmark, Inc. | 0.21% | Add +2.5% | 994,636 | $95.9M |
| Victory Capital Management Inc. | 0.06% | Add +3.8% | 964,978 | $93.1M |
| Nationwide Fund Advisors | 5.09% | Reduce -0.5% | 956,142 | $92.2M |
| Ally Invest Advisors Inc. | 6.55% | Add +5.4% | 946,291 | $91.3M |
| Cerity Partners LLC | 0.14% | Reduce -1.3% | 903,812 | $87.2M |
| Royal Bank of Canada | 0.01% | Add +16.2% | 868,001 | $83.7M |
| Avalon Advisory Group | 32.65% | Add +1.5% | 834,969 | $80.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.38% | Add +0.1% | 814,564 | $78.6M |
| Raub Brock Capital Management LP | 16.57% | Add +1.2% | 798,225 | $77.0M |
| WestEnd Advisors, LLC | 1.69% | Add +13.9% | 751,166 | $72.5M |
| Juniper Hill Capital Management LP | 16.98% | No change | 744,199 | $71.8M |
| 3EDGE Asset Management, LP | 4.04% | Add +2.4% | 741,873 | $71.6M |
| Wealthcare Advisory Partners LLC | 1.38% | Add +7.9% | 686,121 | $66.2M |
| Greenwood Gearhart LLC | 3.55% | Add +52.2% | 638,897 | $61.6M |
| Citigroup Inc. | 0.04% | Reduce -17.0% | 634,076 | $61.2M |
| Barings LLC | 1.19% | Reduce -1.7% | 631,843 | $60.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +10.4% | 629,570 | $60.7M |
| GenTrust, LLC | 2.69% | Add +2.9% | 612,490 | $59.1M |
| Matauro, LLC | 9.37% | Add +3.1% | 611,357 | $59.0M |
| Osaic Holdings, Inc. | 0.08% | Add +49.7% | 602,315 | $58.0M |
| Arkos Global Advisors | 6.99% | Add +4.0% | 568,678 | $54.9M |
| Tanglewood Wealth Management, Inc. | 5.08% | Add +0.3% | 567,028 | $54.7M |
| MAI Capital Management | 0.34% | Add +17.9% | 561,894 | $54.2M |
| Garde Capital, Inc. | 2.64% | Add +5.5% | 543,491 | $52.4M |
| MML Investors Services, LLC | 0.14% | Add +1.9% | 533,294 | $51.4M |
| Bogart Wealth, LLC | 1.92% | Add +3.4% | 489,680 | $47.2M |
| Rafferty Asset Management, LLC | 0.15% | Add +12.3% | 488,622 | $47.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +0.4% | 476,288 | $45.9M |
| Twele Capital Management, Inc. | 8.44% | Add +8.6% | 473,893 | $45.7M |
| Soros Fund Management | 1.04% | Reduce -5.5% | 472,599 | $45.6M |
| Patton Fund Management, Inc. | 8.14% | Add +5.8% | 469,353 | $45.3M |
| Cobblestone Capital Advisors LLC | 2.15% | Add +0.1% | 464,647 | $44.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +9.6% | 452,820 | $43.7M |
| Karpus Management, Inc. | 1.36% | Add +41.3% | 443,638 | $42.8M |
| Partners Capital Investment Group, LLP | 1.63% | Add +7.2% | 424,554 | $41.0M |
| AIA Group Ltd | 0.72% | Add +5.1% | 420,440 | $40.6M |
| GenWealth Group, Inc. | 7.41% | Add +6.3% | 412,745 | $39.8M |
| Ironwood Wealth Management, LLC. | 13.30% | Add +4.6% | 411,397 | $39.7M |
| AlphaQuest LLC | 2.55% | Add +40.2% | 404,037 | $39.0M |
| LifeGuide Financial Advisors, LLC | 14.12% | Add +0.1% | 402,313 | $38.3M |
| Sompo Asset Management Co., Ltd. | 6.55% | Add +0.9% | 394,709 | $38.1M |
| Beacon Wealthcare LLC | 13.25% | Add +1.7% | 390,900 | $37.7M |
| Community Financial Services Group, LLC | 6.81% | Add +11.1% | 385,350 | $37.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +50.8% | 375,031 | $36.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +370.3% | 367,757 | $35.5M |
| Meeder Asset Management Inc. | 2.01% | Reduce -46.8% | 365,501 | $35.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.0% | 360,983 | $34.8M |
| Prudent Investors Network, Inc. | 8.39% | Add +8.8% | 354,901 | $34.2M |
| Willis Johnson & Associates, Inc. | 2.12% | Add +6.1% | 354,508 | $34.2M |
| Focus Financial Network, Inc. | 1.19% | Add +2.7% | 344,850 | $33.3M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +8.6% | 336,525 | $32.5M |
| Kingsview Wealth Management, LLC | 0.49% | Add +52.6% | 332,891 | $32.1M |
| Blue Edge Capital, LLC | 4.41% | Add +0.2% | 322,130 | $31.1M |
| First Financial Bank - Trust Division | 2.65% | Add +4.1% | 322,050 | $31.1M |
| Banco Santander, S.A. | 0.27% | Reduce -24.6% | 314,031 | $30.3M |
| Wealth Management Resources, Inc. | 9.30% | Add +2.0% | 298,096 | $28.8M |
| Sachem Hill LLC | 5.71% | Reduce -0.7% | 295,979 | $28.5M |
| Farther Finance Advisors, LLC | 0.42% | Add +1738.3% | 290,845 | $28.1M |
| Gunma Bank,Ltd. | 8.76% | No change | 290,000 | $28.0M |
| 1607 Capital Partners, LLC | 2.10% | Reduce -12.8% | 288,661 | $27.8M |
| West Paces Advisors Inc. | 5.51% | Add +7.9% | 286,817 | $27.7M |
| Creative Planning | 0.02% | Reduce -1.8% | 282,589 | $27.3M |
"% 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.