IEF
iShares 7-10 Year Treasury Bond ETF
1W: -0.5%
1M: -1.5%
3M: -3.1%
YTD: -1.8%
1Y: +2.6%
3Y: +4.2%
5Y: -6.7%
$93.88
+0.08 (+0.09%)
Weekly Expected Move ±0.7%
$92
$93
$94
$94
$95
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IEF
1,226
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
41B
Total Invested
121
New Positions
523
Increased
456
Reduced
156
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1356 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 147,045,481 | 13.8B | +12,212,510 | +9.1% | 13Q | SEC ↗ |
| 2 | FMR LLC | 35,047,712 | 3.3B | +263,637 | +0.8% | 13Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 34,721,614 | 3.3B | +531,746 | +1.6% | 13Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 22,900,079 | 2.1B | +9,414,689 | +69.8% | 13Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 18,510,559 | 1.7B | +3,426,784 | +22.7% | 13Q | SEC ↗ |
| 6 | MORGAN STANLEY | 17,039,671 | 1.6B | +2,737,040 | +19.1% | 12Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 14,752,602 | 1.4B | +2,038,705 | +16.0% | 13Q | SEC ↗ |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 8,428,734 | $791M | -58,376 | -0.7% | 13Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 6,801,357 | $639M | +596,643 | +9.6% | 6Q | SEC ↗ |
| 10 | Blue Trust, Inc. | 6,475,952 | $608M | +354,797 | +5.8% | 13Q | SEC ↗ |
| 11 | LPL Financial LLC | 5,958,061 | $559M | +787,841 | +15.2% | 13Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 5,365,982 | $504M | -415,018 | -7.2% | 13Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 4,850,856 | $455M | +192,242 | +4.1% | 13Q | SEC ↗ |
| 14 | BANK OF MONTREAL /CAN | 4,424,785 | $415M | -1,248,592 | -22.0% | 13Q | SEC ↗ |
| 15 | UBS Group AG | 4,175,729 | $392M | +4,265 | +0.1% | 13Q | SEC ↗ |
| 16 | Richard Bernstein Advisors LLC NEW | 3,673,879 | $345M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BlackRock, Inc. | 3,641,326 | $342M | +1,339,955 | +58.2% | 7Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 3,388,286 | $318M | +2,421,315 | +250.4% | 13Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 3,345,995 | $314M | +130,227 | +4.0% | 12Q | SEC ↗ |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | 3,163,775 | $297M | -217,683 | -6.4% | 13Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 2,724,472 | $256M | +29,587 | +1.1% | 13Q | SEC ↗ |
| 22 | Mutual Advisors, LLC | 2,169,821 | $204M | +60,484 | +2.9% | 13Q | SEC ↗ |
| 23 | ALLIANCEBERNSTEIN L.P. | 1,966,872 | $185M | +153,078 | +8.4% | 12Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 1,913,814 | $180M | +183,558 | +10.6% | 13Q | SEC ↗ |
| 25 | Harvest Portfolios Group Inc. | 1,897,311 | $178M | +180,454 | +10.5% | 9Q | SEC ↗ |
| 26 | Cerity Partners OCIO LLC | 1,889,214 | $177M | -171,565 | -8.3% | 8Q | SEC ↗ |
| 27 | WEALTHCARE CAPITAL MANAGEMENT LLC | 1,810,803 | $170M | -133,511 | -6.9% | 13Q | SEC ↗ |
| 28 | PEAVINE CAPITAL, LLC | 1,771,690 | $166M | -34,321 | -1.9% | 4Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 1,538,763 | $144M | +116,614 | +8.2% | 13Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 1,415,268 | $133M | +275,814 | +24.2% | 13Q | SEC ↗ |
| 31 | ASSETMARK, INC | 1,336,059 | $125M | +328,290 | +32.6% | 13Q | SEC ↗ |
| 32 | Focus Partners Wealth | 1,307,168 | $123M | -46,519 | -3.4% | 10Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 1,288,790 | $121M | +174,811 | +15.7% | 13Q | SEC ↗ |
| 34 | Members Trust Co | 1,268,847 | $119M | +35,547 | +2.9% | 13Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,218,901 | $114M | -465,558 | -27.6% | 12Q | SEC ↗ |
| 36 | Liberty Mutual Group Asset Management | 1,182,507 | $111M | +923,748 | +357.0% | 2Q | SEC ↗ |
| 37 | RiverFront Investment Group, LLC | 1,110,125 | $104M | +1,099,911 | +10768.7% | 11Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 1,092,414 | $103M | -256,778 | -19.0% | 13Q | SEC ↗ |
| 39 | Wealthcare Advisory Partners LLC | 1,072,046 | $101M | +304,581 | +39.7% | 13Q | SEC ↗ |
| 40 | Ally Invest Advisors Inc. | 1,070,158 | $100M | +71,608 | +7.2% | 13Q | SEC ↗ |
| 41 | AlphaQuest LLC | 1,009,045 | $95M | +605,008 | +149.7% | 3Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 1,002,923 | $94M | +247,336 | +32.7% | 13Q | SEC ↗ |
| 43 | COLDSTREAM CAPITAL MANAGEMENT INC | 990,423 | $93M | -993,535 | -50.1% | 13Q | SEC ↗ |
| 44 | Cerity Partners LLC | 983,964 | $92M | +12,657 | +1.3% | 13Q | SEC ↗ |
| 45 | GREENLEAF TRUST | 959,941 | $90M | +190,400 | +24.7% | 13Q | SEC ↗ |
| 46 | Avalon Advisory Group | 925,015 | $87M | +36,996 | +4.2% | 13Q | SEC ↗ |
| 47 | 3EDGE Asset Management, LP | 894,281 | $84M | +79,030 | +9.7% | 13Q | SEC ↗ |
| 48 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 855,197 | $80M | +22,348 | +2.7% | 13Q | SEC ↗ |
| 49 | CITIGROUP INC | 832,369 | $78M | +198,293 | +31.3% | 12Q | SEC ↗ |
| 50 | GREENWOOD GEARHART LLC | 798,912 | $75M | +69,634 | +9.5% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Richard Bernstein Advisors LLC | 3,673,879 | $345M |
| CenturyLink Investment Management C | 746,500 | $70M |
| Garde Capital, Inc. | 609,268 | $57M |
| Qube Research & Technologies Ltd | 261,978 | $25M |
| Tulsa Wealth Advisors, INC | 249,260 | $23M |
| Jefferies Financial Group Inc. | 181,439 | $17M |
| SHERMAN PORFOLIOS, LLC | 158,623 | $15M |
| Strategic Equity Management | 153,619 | $14M |
| Lifestyle Asset Management, Inc. | 136,422 | $13M |
| USA FINANCIAL FORMULAS | 129,169 | $12M |
| Peak Asset Management, LLC | 124,295 | $12M |
| Cornerstone Planning, LLC | 120,668 | $11M |
| Estate Counselors, LLC | 116,190 | $11M |
| LARCH CAPITAL PARTNERS LLC | 105,503 | $10M |
| Strategic Financial Group, LLC | 101,245 | $10M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 91,466 | $9M |
| SIG BROKERAGE, LP | 78,420 | $7M |
| MONEYWISE, INC. | 73,371 | $7M |
| Ascent Advisors, LLC | 72,634 | $7M |
| Allianz Asset Management GmbH | 70,200 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SONA ASSET MANAGEMENT (US) LLC | 725,000 | $68M |
| Tanglewood Wealth Management, Inc. | 567,028 | $53M |
| Summit Financial Consulting LLC | 554,550 | $52M |
| SOROS FUND MANAGEMENT LLC | 472,599 | $44M |
| MOORE CAPITAL MANAGEMENT, LP | 467,790 | $44M |
| CI INVESTMENTS INC. | 454,348 | $43M |
| NewEdge Advisors, LLC | 378,032 | $35M |
| TTP Investments, Inc. | 375,424 | $35M |
| Optiver Holding B.V. | 257,499 | $24M |
| Nationwide Fund Advisors | 252,090 | $24M |
| Randolph Co Inc | 246,012 | $23M |
| Financiere des Professionnels - Fon | 239,300 | $22M |
| PINNBROOK CAPITAL MANAGEMENT LP | 193,634 | $18M |
| TIAA TRUST, NATIONAL ASSOCIATION | 193,590 | $18M |
| SEVEN MILE ADVISORY | 187,941 | $18M |
| Jump Financial, LLC | 177,979 | $17M |
| MIZUHO MARKETS AMERICAS LLC | 166,279 | $16M |
| Maxi Investments CY Ltd | 157,000 | $15M |
| IFG Advisory, LLC | 118,345 | $11M |
| NEPC LLC | 116,950 | $11M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fisher Asset Management, LLC | +12,212,510 | +9.1% | 147,045,481 |
| BANK OF AMERICA CORP /DE | +9,414,689 | +69.8% | 22,900,079 |
| AMERIPRISE FINANCIAL INC | +3,426,784 | +22.7% | 18,510,559 |
| MORGAN STANLEY | +2,737,040 | +19.1% | 17,039,671 |
| ROYAL BANK OF CANADA | +2,421,315 | +250.4% | 3,388,286 |
| ENVESTNET ASSET MANAGEMENT INC | +2,038,705 | +16.0% | 14,752,602 |
| BlackRock, Inc. | +1,339,955 | +58.2% | 3,641,326 |
| RiverFront Investment Group, LLC | +1,099,911 | +10768.7% | 1,110,125 |
| Liberty Mutual Group Asset Manageme | +923,748 | +357.0% | 1,182,507 |
| LPL Financial LLC | +787,841 | +15.2% | 5,958,061 |
| AlphaQuest LLC | +605,008 | +149.7% | 1,009,045 |
| RAYMOND JAMES FINANCIAL INC | +596,643 | +9.6% | 6,801,357 |
| JPMORGAN CHASE & CO | +531,746 | +1.6% | 34,721,614 |
| Blue Trust, Inc. | +354,797 | +5.8% | 6,475,952 |
| Magnolia Private Wealth, LLC | +332,796 | +2222.3% | 347,771 |
| ASSETMARK, INC | +328,290 | +32.6% | 1,336,059 |
| Wealthcare Advisory Partners LLC | +304,581 | +39.7% | 1,072,046 |
| Summit Global Investments | +286,405 | +476.7% | 346,492 |
| MILLENNIUM MANAGEMENT LLC | +282,921 | +407.1% | 352,417 |
| Cetera Investment Advisers | +275,814 | +24.2% | 1,415,268 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | -1,860,315 | -85.4% | 317,312 |
| Rockefeller Capital Management L.P. | -1,253,212 | -64.0% | 704,626 |
| BANK OF MONTREAL /CAN | -1,248,592 | -22.0% | 4,424,785 |
| COLDSTREAM CAPITAL MANAGEMENT INC | -993,535 | -50.1% | 990,423 |
| ARMSTRONG ADVISORY GROUP, INC | -687,582 | -97.3% | 19,433 |
| BARCLAYS PLC | -672,288 | -77.8% | 192,296 |
| GenTrust, LLC | -596,993 | -90.0% | 66,369 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -465,558 | -27.6% | 1,218,901 |
| MEEDER ASSET MANAGEMENT INC | -455,682 | -69.9% | 196,525 |
| Karpus Management, Inc. | -449,010 | -94.3% | 27,211 |
| CAPTRUST FINANCIAL ADVISORS | -415,018 | -7.2% | 5,365,982 |
| OSAIC HOLDINGS, INC. | -395,136 | -48.3% | 422,495 |
| BARINGS LLC | -371,648 | -56.3% | 288,213 |
| VICTORY CAPITAL MANAGEMENT INC | -282,489 | -41.4% | 399,797 |
| GOLDMAN SACHS GROUP INC | -256,778 | -19.0% | 1,092,414 |
| United Capital Management of KS, In | -237,535 | -47.8% | 259,245 |
| Bank Julius Baer & Co. Ltd, Zurich | -217,683 | -6.4% | 3,163,775 |
| RFG Advisory, LLC | -202,539 | -92.6% | 16,083 |
| SG Americas Securities, LLC | -189,241 | -55.2% | 153,643 |
| Cerity Partners OCIO LLC | -171,565 | -8.3% | 1,889,214 |