IEF Institutional Ownership
iShares 7-10 Year Treasury Bond ETF
1W: -0.7%
1M: -3.4%
3M: -5.5%
YTD: -6.7%
1Y: -6.8%
3Y: +6.1%
5Y: -12.8%
$89.05
-0.25 (-0.28%)
Weekly Expected Move ±0.8%
$88
$88
$89
$90
$91
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IEF
1,255
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
43B
Total Invested
141
New Positions
473
Increased
488
Reduced
97
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1327 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 160,964,153 | 14.3B | +13,918,672 | +9.5% | 22Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 34,258,086 | 3.1B | -463,528 | -1.3% | 72Q | SEC ↗ |
| 3 | FMR LLC | 24,180,402 | 2.2B | -10,867,310 | -31.0% | 36Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 21,307,333 | 1.9B | -1,592,746 | -7.0% | 15Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 18,527,894 | 1.6B | +17,335 | +0.1% | 16Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 15,382,662 | 1.4B | +630,060 | +4.3% | 79Q | SEC ↗ |
| 7 | MORGAN STANLEY | 14,392,916 | 1.3B | +1,611,525 | +12.6% | 60Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 8,734,310 | 778M | +305,576 | +3.6% | 15Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 7,544,180 | 672M | +742,823 | +10.9% | 7Q | SEC ↗ |
| 10 | Blue Trust, Inc. | 7,239,129 | 645M | +763,177 | +11.8% | 17Q | SEC ↗ |
| 11 | LPL Financial LLC | 6,108,454 | 544M | +150,393 | +2.5% | 53Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 5,768,269 | 514M | +402,287 | +7.5% | 37Q | SEC ↗ |
| 13 | UBS Group AG | 5,420,410 | 483M | +1,244,681 | +29.8% | 47Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,068,013 | 451M | +217,157 | +4.5% | 75Q | SEC ↗ |
| 15 | BANK OF MONTREAL /CAN | 4,300,120 | 383M | -124,665 | -2.8% | 53Q | SEC ↗ |
| 16 | BlackRock, Inc. | 3,917,957 | 349M | +276,631 | +7.6% | 8Q | SEC ↗ |
| 17 | Richard Bernstein Advisors LLC NEW | 3,673,879 | 327M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Bank Julius Baer & Co. Ltd, Zurich | 3,325,316 | 296M | +161,541 | +5.1% | 26Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 3,204,490 | 285M | +159,245 | +5.2% | 95Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 2,666,597 | 237M | -57,875 | -2.1% | 45Q | SEC ↗ |
| 21 | Mutual Advisors, LLC | 2,512,956 | 224M | +343,135 | +15.8% | 25Q | SEC ↗ |
| 22 | ALLIANCEBERNSTEIN L.P. | 2,065,753 | 184M | -499,565 | -19.5% | 21Q | SEC ↗ |
| 23 | PEAVINE CAPITAL, LLC | 1,982,121 | 177M | +210,431 | +11.9% | 5Q | SEC ↗ |
| 24 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1,843,045 | 164M | +32,242 | +1.8% | 71Q | SEC ↗ |
| 25 | Harvest Portfolios Group Inc. | 1,841,499 | 164M | -55,812 | -2.9% | 10Q | SEC ↗ |
| 26 | Cerity Partners OCIO LLC | 1,817,337 | 162M | -71,877 | -3.8% | 9Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 1,816,898 | 162M | +278,135 | +18.1% | 49Q | SEC ↗ |
| 28 | Jupiter Topco LLC NEW | 1,787,909 | 159M | — | +0.0% | 1Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 1,783,901 | 159M | -129,913 | -6.8% | 27Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 1,602,239 | 143M | +509,825 | +46.7% | 15Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 1,436,190 | 128M | +20,922 | +1.5% | 30Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 1,371,260 | 122M | +82,470 | +6.4% | 46Q | SEC ↗ |
| 33 | AIA Group Ltd | 1,350,527 | 120M | +586,832 | +76.8% | 11Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 1,325,751 | 118M | -2,062,535 | -60.9% | 87Q | SEC ↗ |
| 35 | Focus Partners Wealth | 1,294,903 | 115M | -12,265 | -0.9% | 11Q | SEC ↗ |
| 36 | CITIGROUP INC | 1,284,765 | 114M | +938,828 | +271.4% | 96Q | SEC ↗ |
| 37 | Members Trust Co | 1,259,227 | 112M | -9,620 | -0.8% | 14Q | SEC ↗ |
| 38 | Liberty Mutual Group Asset Management | 1,182,507 | 105M | — | +0.0% | 3Q | SEC ↗ |
| 39 | RiverFront Investment Group, LLC | 1,161,082 | 103M | +50,957 | +4.6% | 12Q | SEC ↗ |
| 40 | Ally Invest Advisors Inc. | 1,124,596 | 100M | +54,438 | +5.1% | 31Q | SEC ↗ |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,072,839 | 96M | -146,062 | -12.0% | 13Q | SEC ↗ |
| 42 | GREENLEAF TRUST | 1,064,492 | 95M | +104,551 | +10.9% | 30Q | SEC ↗ |
| 43 | Cerity Partners LLC | 1,061,624 | 95M | +77,660 | +7.9% | 15Q | SEC ↗ |
| 44 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,037,188 | 92M | +46,765 | +4.7% | 15Q | SEC ↗ |
| 45 | McElhenny Sheffield Capital Management NEW | 1,017,476 | 91M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Wealthcare Advisory Partners LLC | 1,008,438 | 90M | -63,608 | -5.9% | 41Q | SEC ↗ |
| 47 | Avalon Advisory Group | 931,110 | 83M | +6,095 | +0.7% | 27Q | SEC ↗ |
| 48 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 877,332 | 78M | +22,135 | +2.6% | 37Q | SEC ↗ |
| 49 | GREENWOOD GEARHART LLC | 854,092 | 76M | +55,180 | +6.9% | 12Q | SEC ↗ |
| 50 | WestEnd Advisors, LLC | 852,633 | 76M | +72,985 | +9.4% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Richard Bernstein Advisors LLC | 3,673,879 | 327M |
| Jupiter Topco LLC | 1,787,909 | 159M |
| McElhenny Sheffield Capital Managem | 1,017,476 | 91M |
| MOORE CAPITAL MANAGEMENT, LP | 770,000 | 69M |
| HERITAGE OAK WEALTH ADVISORS LLC | 232,776 | 21M |
| Optiver Holding B.V. | 163,874 | 15M |
| IFG Advisory, LLC | 133,965 | 12M |
| USA FINANCIAL FORMULAS | 129,169 | 12M |
| DV Trading LLC | 119,400 | 11M |
| Global Retirement Partners, LLC | 108,136 | 10M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 108,000 | 10M |
| Edgestream Partners, L.P. | 79,216 | 7M |
| Diversify Advisory Services, LLC | 73,592 | 7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 59,400 | 5M |
| Crabel Capital Management, LLC | 57,629 | 5M |
| INTREPID FAMILY OFFICE LLC | 50,000 | 4M |
| Accurate Wealth Management, LLC | 46,805 | 4M |
| Granite Bay Wealth Management, LLC | 44,015 | 4M |
| RENAISSANCE TECHNOLOGIES LLC | 43,108 | 4M |
| Wall Street Financial Group, Inc. | 38,236 | 3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 3,431,225 | 306M |
| TTP Investments, Inc. | 375,424 | 33M |
| Qube Research & Technologies Ltd | 261,978 | 23M |
| Nationwide Fund Advisors | 252,090 | 22M |
| TUDOR INVESTMENT CORP ET AL | 244,718 | 22M |
| Estate Counselors, LLC | 227,204 | 20M |
| PINNBROOK CAPITAL MANAGEMENT LP | 193,634 | 17M |
| TIAA TRUST, NATIONAL ASSOCIATION | 193,590 | 17M |
| Transmarket Holdings LP | 192,393 | 17M |
| SEVEN MILE ADVISORY | 187,941 | 17M |
| Silverleafe Capital Partners, LLC | 185,516 | 17M |
| Penserra Capital Management LLC | 176,858 | 16M |
| Strategic Equity Management | 153,619 | 14M |
| MY Wealth Management Inc. | 142,748 | 13M |
| Cornerstone Planning, LLC | 120,668 | 11M |
| Northstar Advisory Group, LLC | 107,211 | 10M |
| Altman Advisors, Inc. | 74,566 | 7M |
| DRW Securities, LLC | 67,338 | 6M |
| HM PAYSON & CO | 63,890 | 6M |
| Point72 Asset Management, L.P. | 63,505 | 6M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +13,918,672 | +9.5% | 160,964,153 |
| MORGAN STANLEY | +1,611,525 | +12.6% | 14,392,916 |
| UBS Group AG | +1,244,681 | +29.8% | 5,420,410 |
| CITIGROUP INC | +938,828 | +271.4% | 1,284,765 |
| Blue Trust, Inc. | +763,177 | +11.8% | 7,239,129 |
| RAYMOND JAMES FINANCIAL INC | +742,823 | +10.9% | 7,544,180 |
| ENVESTNET ASSET MANAGEMENT INC | +630,060 | +4.3% | 15,382,662 |
| AIA Group Ltd | +586,832 | +76.8% | 1,350,527 |
| EASTERN BANK | +557,297 | +4236.1% | 570,453 |
| SG Americas Securities, LLC | +542,268 | +352.9% | 695,911 |
| GOLDMAN SACHS GROUP INC | +509,825 | +46.7% | 1,602,239 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +509,653 | +996.4% | 560,805 |
| Betterment LLC | +429,636 | +255.7% | 597,634 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +409,163 | +662.3% | 470,944 |
| CAPTRUST FINANCIAL ADVISORS | +402,287 | +7.5% | 5,768,269 |
| Mutual Advisors, LLC | +343,135 | +15.8% | 2,512,956 |
| JANE STREET GROUP, LLC | +324,642 | +3627.3% | 333,592 |
| Envestnet Portfolio Solutions, Inc. | +317,250 | +114.0% | 595,640 |
| PNC Financial Services Group, Inc. | +305,576 | +3.6% | 8,734,310 |
| Karpus Management, Inc. | +304,401 | +1118.7% | 331,612 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -10,867,310 | -31.0% | 24,180,402 |
| ROYAL BANK OF CANADA | -2,062,535 | -60.9% | 1,325,751 |
| BANK OF AMERICA CORP /DE | -1,592,746 | -7.0% | 21,307,333 |
| ASSETMARK, INC | -745,230 | -55.8% | 590,829 |
| ALLIANCEBERNSTEIN L.P. | -499,565 | -19.5% | 2,065,753 |
| JPMORGAN CHASE & CO | -463,528 | -1.3% | 34,258,086 |
| Blue Edge Capital, LLC | -334,219 | -97.1% | 10,144 |
| Farther Finance Advisors, LLC | -257,081 | -87.2% | 37,764 |
| Financial & Tax Architects, LLC | -194,433 | -97.9% | 4,171 |
| Independence Financial Advisors, LL | -191,045 | -93.0% | 14,356 |
| Cambridge Investment Research Advis | -190,216 | -19.0% | 812,707 |
| MAI Capital Management | -171,552 | -27.4% | 455,680 |
| Sound Financial Strategies Group, L | -163,849 | -98.5% | 2,460 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -146,062 | -12.0% | 1,072,839 |
| Jefferies Financial Group Inc. | -143,042 | -78.8% | 38,397 |
| MEEDER ASSET MANAGEMENT INC | -142,463 | -72.5% | 54,062 |
| TRUIST FINANCIAL CORP | -129,913 | -6.8% | 1,783,901 |
| BANK OF MONTREAL /CAN | -124,665 | -2.8% | 4,300,120 |
| Advisors Preferred, LLC | -117,348 | -77.3% | 34,537 |
| Net Worth Advisory Group | -115,041 | -96.3% | 4,460 |