iShares 7-10 Year Treasury BIEFETF
13F holders, Q4 2025 (December 31)1,090holders +89
113new positions
75sold out
5famous investors
$96.15avg. 13F price*
At the end of Q4 2025, 1,090 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 89 from Q3 2025. 113 opened new positions and 75 sold out. The largest holders were Fisher Asset Management ($13.0B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($3.3B). 5 famous investors held it, including Ken Fisher (4.4% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $184.0M |
| Exits | 75 | $266.0M |
All 13F filers, Q3 2025 → Q4 2025: 83,051,332 shares bought and 16,384,546 shares sold, net +66,666,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,090 holders
| Fisher Asset Management | 4.43% | Add +53.8% | 134,832,971 | $13.0B |
| FMR LLC | 0.17% | Add +17.1% | 34,784,075 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +28.1% | 34,189,868 | $3.3B |
| Morgan Stanley | 0.10% | Add +19.1% | 17,039,671 | $1.6B |
| Ameriprise Financial Inc. | 0.33% | Add +0.9% | 15,083,775 | $1.4B |
| Bank of America Corp. | 0.09% | Add +25.7% | 13,485,390 | $1.3B |
| Envestnet Asset Management Inc. | 0.36% | Reduce -0.8% | 12,713,897 | $1.2B |
| PNC Financial Services Group, Inc. | 0.45% | Add +0.9% | 8,487,110 | $816.1M |
| Raymond James Financial Inc. | 0.19% | Add +0.5% | 6,204,714 | $596.6M |
| Blue Trust, Inc. | 6.65% | Add +2.8% | 6,121,155 | $588.6M |
| Captrust Financial Advisors | 1.06% | Add +13.0% | 5,781,000 | $555.9M |
| Bank of Montreal | 0.22% | Reduce -43.8% | 5,673,377 | $545.6M |
| LPL Financial LLC | 0.14% | Add +11.1% | 5,170,220 | $497.2M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +5.9% | 4,608,776 | $443.2M |
| UBS Group AG | 0.08% | Reduce -2.9% | 4,171,464 | $401.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.90% | Add +6.3% | 3,381,458 | $325.2M |
| Wells Fargo & Company | 0.06% | Add +4.0% | 3,345,995 | $321.8M |
| Baird Financial Group, Inc. | 0.40% | Add +1.0% | 2,694,885 | $259.1M |
| BlackRock, Inc. | 0.00% | Add +39.1% | 2,301,371 | $221.3M |
| Mariner, LLC | 0.25% | Add +3.5% | 2,177,627 | $209.4M |
| Mutual Advisors, LLC | 4.35% | Add +2.9% | 2,109,337 | $202.8M |
| Cerity Partners OCIO LLC | 10.96% | Reduce -25.8% | 2,060,779 | $198.2M |
| Coldstream Capital Management Inc. | 2.48% | Reduce -1.3% | 1,983,958 | $190.8M |
| Alliancebernstein L.P. | 0.06% | Add +8.4% | 1,966,872 | $189.1M |
| Wealthcare Capital Management LLC | 18.56% | Add +4.3% | 1,944,314 | $187.0M |
| Peavine Capital, LLC | 36.70% | Reduce -3.6% | 1,806,011 | $173.7M |
| Truist Financial Corp. | 0.22% | Add +2.8% | 1,730,256 | $166.4M |
| Harvest Portfolios Group Inc. | 2.87% | Add +13.4% | 1,716,857 | $165.1M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +2.5% | 1,684,459 | $162.2M |
| Stifel Financial Corp. | 0.12% | Add +2.9% | 1,422,149 | $136.8M |
| Focus Partners Wealth | 0.15% | Add +606.5% | 1,353,687 | $130.2M |
| Members Trust Co | 3.87% | Reduce -0.9% | 1,233,300 | $118.6M |
| Cetera Investment Advisers | 0.12% | Reduce -0.5% | 1,139,454 | $109.6M |
| Janney Montgomery Scott LLC | 0.25% | Add +0.8% | 1,113,979 | $107.1M |
| AlphaQuest LLC | 5.43% | Add +149.7% | 1,009,045 | $97.0M |
| Assetmark, Inc. | 0.20% | Add +1.3% | 1,007,769 | $96.9M |
| Ally Invest Advisors Inc. | 6.63% | Add +5.5% | 998,550 | $96.0M |
| Rockefeller Capital Management L.P. | 0.17% | Add +116.2% | 979,194 | $94.2M |
| Cerity Partners LLC | 0.14% | Add +7.5% | 971,307 | $93.4M |
| Royal Bank of Canada | 0.02% | Add +11.4% | 966,971 | $93.0M |
| Avalon Advisory Group | 34.84% | Add +6.3% | 888,019 | $85.4M |
| Barclays PLC | 0.03% | Reduce -21.5% | 864,584 | $83.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.42% | Add +2.2% | 832,849 | $80.1M |
| Citigroup Inc. | 0.05% | Add +31.3% | 832,369 | $80.0M |
| Osaic Holdings, Inc. | 0.11% | Add +35.8% | 817,631 | $78.6M |
| 3EDGE Asset Management, LP | 4.07% | Add +9.9% | 815,251 | $78.4M |
| Raub Brock Capital Management LP | 16.83% | Reduce -1.6% | 785,801 | $75.6M |
| Greenleaf Trust | 0.68% | Add +250.0% | 769,541 | $74.0M |
| Wealthcare Advisory Partners LLC | 1.45% | Add +11.9% | 767,465 | $73.8M |
| WestEnd Advisors, LLC | 1.70% | Add +0.8% | 757,078 | $72.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +58.6% | 755,587 | $72.7M |
| Juniper Hill Capital Management LP | 17.09% | No change | 744,199 | $71.6M |
| Greenwood Gearhart LLC | 3.86% | Add +14.2% | 729,278 | $70.1M |
| Armstrong Advisory Group, Inc. | 4.59% | Add +2754.6% | 707,015 | $68.0M |
| Matauro, LLC | 10.02% | Add +13.2% | 691,819 | $66.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -29.3% | 682,286 | $65.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -46.2% | 674,596 | $64.9M |
| GenTrust, LLC | 2.76% | Add +8.3% | 663,362 | $63.8M |
| Barings LLC | 1.21% | Add +4.4% | 659,861 | $63.5M |
| Meeder Asset Management Inc. | 3.38% | Add +78.4% | 652,207 | $62.7M |
| AIA Group Ltd | 0.91% | Add +49.9% | 630,345 | $60.6M |
| Arkos Global Advisors | 7.37% | Add +5.2% | 598,275 | $57.5M |
| MAI Capital Management | 0.33% | Add +4.5% | 586,920 | $56.4M |
| MML Investors Services, LLC | 0.13% | Add +3.5% | 552,176 | $53.1M |
| Bogart Wealth, LLC | 1.96% | Add +3.8% | 508,270 | $48.9M |
| Partners Capital Investment Group, LLP | 1.79% | Add +17.8% | 500,192 | $48.1M |
| Twele Capital Management, Inc. | 8.46% | Add +3.9% | 492,138 | $47.3M |
| Patton Fund Management, Inc. | 6.21% | Add +2.6% | 481,479 | $46.3M |
| Karpus Management, Inc. | 1.41% | Add +7.3% | 476,221 | $45.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +25.0% | 468,942 | $45.1M |
| GenWealth Group, Inc. | 7.51% | Add +10.8% | 457,196 | $44.0M |
| Rafferty Asset Management, LLC | 0.15% | Reduce -8.3% | 447,990 | $43.1M |
| LifeGuide Financial Advisors, LLC | 13.99% | Add +9.1% | 438,992 | $42.2M |
| Ironwood Wealth Management, LLC. | 12.18% | Add +4.7% | 430,869 | $41.4M |
| Sompo Asset Management Co., Ltd. | 6.95% | Add +6.8% | 421,563 | $40.5M |
| Community Financial Services Group, LLC | 7.39% | Add +8.7% | 418,698 | $40.3M |
| Prudent Investors Network, Inc. | 9.23% | Add +17.9% | 418,241 | $40.2M |
| Leo Wealth, LLC | 2.92% | Add +161.6% | 417,952 | $40.2M |
| NorthRock Partners, LLC | 0.66% | Add +3190.6% | 408,193 | $39.3M |
| Beacon Wealthcare LLC | 13.39% | Add +3.7% | 405,478 | $39.0M |
| Hantz Financial Services, Inc. | 0.54% | Add +55912.4% | 378,644 | $36.4M |
| NewEdge Advisors, LLC | 0.13% | Add +45.8% | 378,032 | $36.4M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +12.1% | 377,268 | $36.3M |
| TTP Investments, Inc. | 11.80% | Add +5739.5% | 375,424 | $36.1M |
| Focus Financial Network, Inc. | 1.24% | Add +7.4% | 370,441 | $35.6M |
| Kingsview Wealth Management, LLC | 0.51% | Add +10.6% | 368,024 | $35.4M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -1.0% | 364,130 | $35.0M |
| Millennium Management | 0.03% | Add +407.1% | 352,417 | $33.9M |
| First Financial Bank - Trust Division | 2.72% | Add +6.8% | 343,880 | $33.1M |
| SG Americas Securities, LLC | 0.04% | Add +24.4% | 342,884 | $33.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -46.4% | 337,467 | $32.5M |
| Blue Edge Capital, LLC | 4.31% | Add +4.0% | 334,910 | $32.2M |
| Farther Finance Advisors, LLC | 0.32% | Add +8.2% | 314,652 | $30.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -16.6% | 301,057 | $28.9M |
| Sachem Hill LLC | 5.62% | Add +1.6% | 300,826 | $28.9M |
| West Paces Advisors Inc. | 5.44% | Add +2.0% | 292,462 | $28.1M |
| Wealth Management Resources, Inc. | 9.89% | Reduce -2.0% | 292,048 | $28.1M |
| Virtue Capital Management, LLC | 4.26% | Add +8218.8% | 287,995 | $27.7M |
| Joule Financial, LLC | 8.19% | Add +1.9% | 284,211 | $27.3M |
| Mather Group, Llc. | 0.27% | Add +311.9% | 274,437 | $26.4M |
"% 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.