iShares 7-10 Year Treasury BIEFETF
13F holders, Q1 2026 (March 31)1,120holders +30
112new positions
88sold out
7famous investors
$95.35avg. 13F price*
At the end of Q1 2026, 1,120 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 30 from Q4 2025. 112 opened new positions and 88 sold out. The largest holders were Fisher Asset Management ($14.0B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($3.3B). 7 famous investors held it, including Ken Fisher (4.8% of Fisher Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $1.1B |
| Exits | 88 | $222.0M |
All 13F filers, Q4 2025 → Q1 2026: 57,728,050 shares bought and 20,633,216 shares sold, net +37,094,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,120 holders
| Fisher Asset Management | 4.76% | Add +9.1% | 147,045,481 | $14.0B |
| FMR LLC | 0.18% | Add +0.8% | 35,047,712 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +1.6% | 34,721,614 | $3.3B |
| Bank of America Corp. | 0.16% | Add +69.8% | 22,900,079 | $2.2B |
| Ameriprise Financial Inc. | 0.41% | Add +22.7% | 18,510,559 | $1.8B |
| Envestnet Asset Management Inc. | 0.38% | Add +16.0% | 14,752,602 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -25.0% | 12,781,391 | $1.2B |
| PNC Financial Services Group, Inc. | 0.46% | Reduce -0.7% | 8,428,734 | $804.4M |
| Raymond James Financial Inc. | 0.20% | Add +9.6% | 6,801,357 | $649.1M |
| Blue Trust, Inc. | 7.07% | Add +5.8% | 6,475,952 | $618.1M |
| LPL Financial LLC | 0.15% | Add +15.2% | 5,958,061 | $568.6M |
| Captrust Financial Advisors | 0.90% | Reduce -7.2% | 5,365,982 | $512.1M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +5.3% | 4,850,856 | $463.0M |
| Bank of Montreal | 0.18% | Reduce -22.0% | 4,424,785 | $422.3M |
| UBS Group AG | 0.07% | Add +0.1% | 4,175,729 | $398.5M |
| Richard Bernstein Advisors LLC | 10.17% | New | 3,673,879 | $350.6M |
| BlackRock, Inc. | 0.01% | Add +58.2% | 3,641,326 | $347.5M |
| Citadel Advisors | 0.24% | New | 3,431,225 | $327.5M |
| Royal Bank of Canada | 0.06% | Add +250.4% | 3,388,286 | $323.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.91% | Reduce -6.4% | 3,163,775 | $302.0M |
| Wells Fargo & Company | 0.06% | Reduce -9.0% | 3,045,245 | $290.6M |
| Baird Financial Group, Inc. | 0.41% | Add +1.1% | 2,724,472 | $260.0M |
| Alliancebernstein L.P. | 0.08% | Add +30.4% | 2,565,318 | $246.7M |
| Mutual Advisors, LLC | 4.45% | Add +2.9% | 2,169,821 | $207.1M |
| Truist Financial Corp. | 0.25% | Add +10.6% | 1,913,814 | $182.7M |
| Harvest Portfolios Group Inc. | 2.99% | Add +10.5% | 1,897,311 | $181.1M |
| Cerity Partners OCIO LLC | 10.82% | Reduce -8.3% | 1,889,214 | $180.3M |
| Wealthcare Capital Management LLC | 17.28% | Reduce -6.9% | 1,810,803 | $172.8M |
| Peavine Capital, LLC | 37.90% | Reduce -1.9% | 1,771,690 | $169.1M |
| Stifel Financial Corp. | 0.14% | Add +8.2% | 1,538,763 | $146.9M |
| Cetera Investment Advisers | 0.14% | Add +24.2% | 1,415,268 | $135.1M |
| Assetmark, Inc. | 0.26% | Add +32.6% | 1,336,059 | $127.5M |
| Focus Partners Wealth | 0.14% | Reduce -3.4% | 1,307,168 | $124.8M |
| Janney Montgomery Scott LLC | 0.30% | Add +15.7% | 1,288,790 | $123.0M |
| Members Trust Co | 4.02% | Add +2.9% | 1,268,847 | $121.1M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -27.6% | 1,218,901 | $116.1M |
| Liberty Mutual Group Asset Management Inc. | 9.03% | Add +357.0% | 1,182,507 | $112.9M |
| RiverFront Investment Group, LLC | 1.64% | Add +10768.7% | 1,110,125 | $106.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +61.9% | 1,092,414 | $104.3M |
| Wealthcare Advisory Partners LLC | 1.99% | Add +39.7% | 1,072,046 | $102.3M |
| Ally Invest Advisors Inc. | 6.87% | Add +7.2% | 1,070,158 | $102.1M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +32.7% | 1,002,923 | $95.7M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -50.1% | 990,423 | $94.5M |
| Cerity Partners LLC | 0.13% | Add +1.3% | 983,964 | $93.9M |
| Greenleaf Trust | 0.90% | Add +24.7% | 959,941 | $91.6M |
| Avalon Advisory Group | 35.62% | Add +4.2% | 925,015 | $88.3M |
| 3EDGE Asset Management, LP | 4.13% | Add +9.7% | 894,281 | $85.4M |
| Sumitomo Mitsui Financial Group, Inc. | 1.66% | Add +2.7% | 855,197 | $81.6M |
| Greenwood Gearhart LLC | 4.12% | Add +9.6% | 798,912 | $76.2M |
| WestEnd Advisors, LLC | 1.80% | Add +3.0% | 779,648 | $74.4M |
| Matauro, LLC | 10.55% | Add +10.5% | 764,661 | $73.0M |
| AIA Group Ltd | 1.06% | Add +21.2% | 763,695 | $72.9M |
| Raub Brock Capital Management LP | 18.42% | Reduce -3.0% | 762,422 | $72.8M |
| CenturyLink Investment Management Co | 40.74% | New | 746,500 | $71.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -28.0% | 704,626 | $67.2M |
| MML Investors Services, LLC | 0.17% | Add +18.2% | 652,522 | $62.3M |
| MAI Capital Management | 0.34% | Add +6.9% | 627,232 | $59.9M |
| Garde Capital, Inc. | 3.48% | New | 609,268 | $58.1M |
| Arkos Global Advisors | 7.20% | Add +0.5% | 601,226 | $57.4M |
| Prudent Investors Network, Inc. | 11.44% | Add +31.6% | 550,348 | $52.5M |
| Partners Capital Investment Group, LLP | 1.96% | Add +8.9% | 544,561 | $52.0M |
| HighTower Advisors, LLC | 0.05% | Add +77.5% | 534,295 | $51.0M |
| Bogart Wealth, LLC | 1.95% | Add +3.9% | 528,262 | $50.4M |
| NorthRock Partners, LLC | 0.81% | Add +28.4% | 524,082 | $50.0M |
| Patton Fund Management, Inc. | 8.26% | Add +5.8% | 509,552 | $48.6M |
| Twele Capital Management, Inc. | 8.46% | Add +1.0% | 497,065 | $47.4M |
| GenWealth Group, Inc. | 7.99% | Add +7.0% | 489,306 | $46.7M |
| LifeGuide Financial Advisors, LLC | 14.28% | Add +6.6% | 468,039 | $44.7M |
| Leo Wealth, LLC | 3.22% | Add +11.2% | 464,602 | $44.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -3.6% | 451,933 | $43.1M |
| Community Financial Services Group, LLC | 7.40% | Add +5.6% | 442,134 | $42.0M |
| Ironwood Wealth Management, LLC. | 12.05% | Add +2.2% | 440,202 | $42.0M |
| Sompo Asset Management Co., Ltd. | 7.50% | Add +1.6% | 428,240 | $40.9M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +13.0% | 426,317 | $40.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -48.3% | 422,495 | $40.3M |
| Beacon Wealthcare LLC | 13.90% | Add +1.9% | 412,988 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +21.0% | 408,485 | $39.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -41.4% | 399,797 | $38.2M |
| Kestra Advisory Services, LLC | 0.14% | Add +8.2% | 394,006 | $37.6M |
| Focus Financial Network, Inc. | 1.31% | Add +3.6% | 383,634 | $36.6M |
| NewEdge Advisors, LLC | 0.13% | Reduce -2.4% | 369,077 | $35.2M |
| IFP Advisors, Inc | 0.70% | Add +32.6% | 354,092 | $33.8M |
| First Financial Bank - Trust Division | 2.71% | Add +2.7% | 353,112 | $33.7M |
| Bank of New York Mellon Corp | 0.01% | Add +26.4% | 346,576 | $33.1M |
| Summit Global Investments | 1.95% | Add +476.6% | 346,492 | $33.1M |
| Citigroup Inc. | 0.02% | Reduce -58.4% | 345,937 | $33.0M |
| Blue Edge Capital, LLC | 4.37% | Add +2.8% | 344,363 | $32.9M |
| Banco Santander, S.A. | 0.26% | Add +78.5% | 337,380 | $32.2M |
| Joule Financial, LLC | 9.13% | Add +15.5% | 328,296 | $31.3M |
| Brown Advisory Inc. | 0.05% | Add +25.2% | 325,298 | $31.0M |
| Mariner, LLC | 0.04% | Reduce -85.4% | 317,312 | $30.3M |
| Sachem Hill LLC | 5.82% | Add +4.7% | 314,918 | $30.1M |
| Fifth Third Bancorp | 0.05% | Add +58.7% | 312,569 | $29.8M |
| Rafferty Asset Management, LLC | 0.12% | Reduce -31.5% | 306,692 | $29.3M |
| West Paces Advisors Inc. | 5.64% | Add +4.3% | 305,140 | $29.1M |
| Virtue Capital Management, LLC | 4.34% | Add +4.0% | 299,377 | $28.5M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -6.3% | 294,845 | $28.0M |
| Wealth Management Resources, Inc. | 9.74% | Add +0.3% | 293,058 | $28.0M |
| Kingsview Wealth Management, LLC | 0.38% | Reduce -20.7% | 292,002 | $27.9M |
| Keel Point, LLC | 1.85% | Add +12.6% | 289,749 | $27.7M |
"% 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.