iShares 7-10 Year Treasury B ETF (IEF): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (4 → 4): 0 opened · 0 exited = 0
Net flow in the quarter: +$74K (+780 shares) · bought $74K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 6 held it last quarter (the chart point); with today's set, 4 (the base for the change).
Concentrated managers holding it
- Act Two Investors$19.6M4.0%
- Hamlin Capital Management$1.0M0.0%
- Tran Capital ManagementIncreased$400K0.0%+0.0 pp
- NWK Group$4.3K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IEF (all 13F filers)
- Fisher Asset Management161.0 MInvestment firm+13.9 M
- JPMorgan Chase34.3 MBank or trading desk−464 K
- FMR24.2 MInvestment firm−10.9 M
- Bank of America21.3 MBank or trading desk−1.6 M
- Ameriprise Financial18.5 MWealth adviser+17 K
- Envestnet Asset Management15.4 MWealth adviser+630 K
- Morgan Stanley14.4 MBank or trading desk+1.6 M
- PNC Financial Services Group8.7 MBank or trading desk+306 K
- Raymond James Financial7.5 MWealth adviser+743 K
- Blue Trust7.2 MType not verified+763 K
- Shares
- 161.0 M
- Change
- +13.9 M
See more
- Type
- Investment firm
- Value
- $15.2 bn
- Shares
- 34.3 M
- Change
- −464 K
See more
- Type
- Bank or trading desk
- Value
- $3.3 bn
- Shares
- 24.2 M
- Change
- −10.9 M
See more
- Type
- Investment firm
- Value
- $2.3 bn
- Shares
- 21.3 M
- Change
- −1.6 M
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- Type
- Bank or trading desk
- Value
- $2.0 bn
- Shares
- 18.5 M
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $1.8 bn
- Shares
- 15.4 M
- Change
- +630 K
See more
- Type
- Wealth adviser
- Value
- $1.5 bn
- Shares
- 14.4 M
- Change
- +1.6 M
See more
- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 8.7 M
- Change
- +306 K
See more
- Type
- Bank or trading desk
- Value
- $826M
- Shares
- 7.5 M
- Change
- +743 K
See more
- Type
- Wealth adviser
- Value
- $713M
- Shares
- 7.2 M
- Change
- +763 K
See more
- Type
- Type not verified
- Value
- $685M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗