Who owns iShares 7-10 Year Treasury Bond ETF (IEF)
Which tracked institutional funds hold IEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IEF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
291 tracked funds added or opened IEF while 244 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IEF’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 3.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IEF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1098 tracked filers holding IEF, 586 increased or opened the position and 530 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IEF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 62
- Jupiter Topco LLC$169M
- McElhenny Sheffield Capital Management, LLC$96M
- MOORE CAPITAL MANAGEMENT, LP$73M
- NewEdge Advisors, LLC$36M
- HERITAGE OAK WEALTH ADVISORS LLC$22M
- Optiver Holding B.V.$15M
Full exits 78
- Richard Bernstein Advisors LLC$351M
- CITADEL ADVISORS LLC$327M
- Janney Montgomery Scott LLC$123M
- Cambridge Investment Research Advisors, Inc.$96M
- Arkos Global Advisors$57M
- HighTower Advisors, LLC$51M
Largest adds
- Fisher Asset Management, LLC$1.2B
- BlackRock, Inc.$165M
- MORGAN STANLEY$141M
- UBS Group AG$114M
- CITIGROUP INC$88M
- Blue Trust, Inc.$67M
Largest trims
- FMR LLC$1.1B
- ROYAL BANK OF CANADA$198M
- BANK OF AMERICA CORP /DE/$171M
- ASSETMARK, INC$72M
- JPMORGAN CHASE & CO$51M
- ALLIANCEBERNSTEIN L.P.$50M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC added | 160,964,153 | $15.2B | 38.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,258,086 | $3.3B | 8.2% | 2026-Q2 |
| FMR LLC trimmed | 24,180,402 | $2.3B | 5.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,307,333 | $2.0B | 5.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 18,527,894 | $1.8B | 4.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,382,662 | $1.5B | 3.7% | 2026-Q2 |
| MORGAN STANLEY added | 14,392,916 | $1.4B | 3.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,734,310 | $826M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,544,180 | $713M | 1.8% | 2026-Q2 |
| Blue Trust, Inc. added | 7,239,129 | $685M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 6,108,454 | $578M | 1.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 5,768,269 | $546M | 1.4% | 2026-Q2 |
| UBS Group AG added | 5,420,410 | $513M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,068,013 | $479M | 1.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 4,300,120 | $407M | 1.0% | 2026-Q2 |
| BlackRock, Inc. added | 3,917,957 | $371M | 0.9% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 3,325,316 | $316M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,204,490 | $303M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 2,666,597 | $252M | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC added | 2,512,956 | $238M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,065,753 | $197M | 0.5% | 2026-Q2 |
| PEAVINE CAPITAL, LLC added | 1,982,121 | $187M | 0.5% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 1,843,045 | $174M | 0.4% | 2026-Q2 |
| Harvest Portfolios Group Inc. trimmed | 1,841,499 | $174M | 0.4% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 1,817,337 | $172M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,816,898 | $172M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 1,787,909 | $169M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,783,901 | $169M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,602,239 | $152M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,436,190 | $136M | 0.3% | 2026-Q2 |
| AIA Group Ltd added | 1,350,527 | $128M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,325,751 | $125M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,294,903 | $122M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 1,284,765 | $122M | 0.3% | 2026-Q2 |
| Members Trust Co trimmed | 1,259,227 | $119M | 0.3% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 1,182,507 | $112M | 0.3% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,161,082 | $110M | 0.3% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 1,124,596 | $106M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,072,839 | $100M | 0.3% | 2026-Q2 |
| GREENLEAF TRUST added | 1,064,492 | $101M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 1,061,624 | $100M | 0.3% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 1,037,188 | $98M | 0.2% | 2026-Q2 |
| McElhenny Sheffield Capital Management, LLC added | 1,017,476 | $96M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 1,008,438 | $95M | 0.2% | 2026-Q2 |
| Avalon Advisory Group added | 931,110 | $88M | 0.2% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 877,332 | $83M | 0.2% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 854,092 | $81M | 0.2% | 2026-Q2 |
| WestEnd Advisors, LLC added | 852,633 | $81M | 0.2% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 843,322 | $80M | 0.2% | 2026-Q2 |
| MATAURO, LLC added | 823,365 | $78M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 771,426 | $73M | 0.2% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP added | 770,000 | $73M | 0.2% | 2026-Q2 |
| CenturyLink Investment Management Co | 746,500 | $71M | 0.2% | 2026-Q2 |
| Raub Brock Capital Management LP trimmed | 741,129 | $70M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 687,507 | $65M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC added | 662,231 | $63M | 0.2% | 2026-Q2 |
| Garde Capital, Inc. added | 640,024 | $61M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 595,640 | $56M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 590,829 | $56M | 0.1% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. added | 585,975 | $55M | 0.1% | 2026-Q2 |
| EASTERN BANK added | 570,453 | $54M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 560,805 | $53M | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC added | 558,248 | $53M | 0.1% | 2026-Q2 |
| Twele Capital Management, Inc. added | 541,981 | $51M | 0.1% | 2026-Q2 |
| PATTON FUND MANAGEMENT, INC. added | 522,470 | $49M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 513,242 | $49M | 0.1% | 2026-Q2 |
| GenWealth Group, Inc. added | 509,980 | $48M | 0.1% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 506,239 | $48M | 0.1% | 2026-Q2 |
| Ironwood Wealth Management, LLC. added | 480,303 | $45M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 473,040 | $45M | 0.1% | 2026-Q2 |
| Sompo Asset Management Co., Ltd. added | 473,019 | $45M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 470,944 | $45M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 467,027 | $44M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 461,576 | $44M | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 455,680 | $43M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 435,844 | $41M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 433,409 | $41M | 0.1% | 2026-Q2 |
| Beacon Wealthcare LLC added | 419,938 | $40M | 0.1% | 2026-Q2 |
| Virtue Capital Management, LLC added | 419,798 | $40M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 405,791 | $38M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 395,637 | $37M | 0.1% | 2026-Q2 |
| Community Financial Services Group, LLC trimmed | 389,041 | $37M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 386,100 | $37M | 0.1% | 2026-Q2 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 384,021 | $36M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 382,730 | $36M | 0.1% | 2026-Q2 |
| Portland Global Advisors LLC added | 370,555 | $35M | 0.1% | 2026-Q2 |
| Haverford Trust Co added | 359,936 | $34M | 0.1% | 2026-Q2 |
| TPG Financial Advisors, LLC added | 359,592 | $34M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 333,592 | $32M | 0.1% | 2026-Q2 |
| Karpus Management, Inc. added | 331,612 | $31M | 0.1% | 2026-Q2 |
| Joule Financial, LLC trimmed | 326,912 | $31M | 0.1% | 2026-Q2 |
| SACHEM HILL LLC added | 324,839 | $31M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 323,523 | $31M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 323,298 | $31M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 322,359 | $30M | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 311,661 | $29M | 0.1% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 305,611 | $29M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 299,624 | $28M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 299,401 | $28M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 298,082 | $28M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.