IEF institutional holders

iShares 7-10 Year Treasury Bond ETF · 1,198 reporting institutions · $43.5B reported value

Funds that can replace IEF · IEF return decomposition

Institutional holdings

Institutions reporting IEF, largest first
InstitutionReported positionAdvisors at firmReport period
Fisher Asset Management, LLC$15.2B2,9842026-06-30
Jpmorgan Chase & Co$3.3B02026-06-30
Fmr LLC$2.3B02026-06-30
Bank of America Corp /de$2B02026-06-30
Ameriprise Financial Inc$1.8B02026-06-30
Envestnet Pmc$1.5B602026-06-30
Morgan Stanley$1.4B23,1852026-06-30
PNC Financial Services Group, Inc.$826M02026-06-30
Raymond James Financial Inc$713.5M02026-06-30
Blue Trust, Inc.$684.6M02026-06-30
Lpl Financial LLC$577.7M23,4582026-06-30
Captrust Financial Advisors$545.5M9622026-06-30
UBS Group AG$512.6M02026-06-30
Northwestern Mutual Wealth Management Co$479.3M02026-06-30
Bank of Montreal /can$406.7M02026-06-30
Blackrock, Inc.$370.5M02026-06-30
Richard Bernstein Advisors LLC$350.6M02026-03-31
Bank Julius Baer & Co. Ltd, Zurich$315.9M02026-06-30
Wells Fargo & Company/mn$303M02026-06-30
Baird Financial Group, Inc.$252.2M02026-06-30
Mutual Advisors, LLC$237.7M1532026-06-30
Alliancebernstein LP$197.2M5172026-06-30
Peavine Capital, LLC$187.4M12026-06-30
Wealthcare Capital Management LLC$174.3M322026-06-30
Harvest Portfolios Group Inc.$174.2M02026-06-30
Cerity Partners Ocio LLC$171.9M22026-06-30
Stifel Financial Corp$171.8M02026-06-30
Jupiter Topco LLC$169.1M02026-06-30
Truist Financial Corp$168.7M02026-06-30
Goldman Sachs Group Inc$151.5M02026-06-30
Cetera Investment Advisers$135.8M10,3702026-06-30
Aia Group Ltd$127.7M02026-06-30
Royal Bank of Canada$125.4M02026-06-30
Focus Partners Wealth$122.5M1,0482026-06-30
Citigroup Inc$121.5M02026-06-30
Members Trust Co$119.1M02026-06-30
Liberty Mutual Group Asset Management Inc.$111.8M02026-06-30
Riverfront Investment Group, LLC$109.8M302026-06-30
Ally Invest Advisors$106.4M822026-06-30
Greenleaf Trust$100.7M02026-06-30
Wealth Enhancement Advisory Services, LLC$100.4M1,0262026-06-30
Cerity Partners LLC$100.4M7772026-06-30
Coldstream Capital Management Inc$98.1M1362026-06-30
McElhenny Sheffield Capital Management, LLC$96.2M72026-06-30
Wealthcare Advisory Partners LLC$95.4M1702026-06-30
Avalon Advisory Group$88.1M42026-06-30
Sumitomo Mitsui Financial Group, Inc.$83M02026-06-30
Greenwood Gearhart LLC$80.8M212026-06-30
Westend Advisors, LLC$80.6M02026-06-30
3edge Asset Management, LP$79.8M152026-06-30
Matauro, LLC$77.9M102026-06-30
MML Investors Services, LLC$73M5,1202026-06-30
Moore Capital Management, LP$72.8M02026-06-30
Centurylink Investment Management Co$70.6M02026-06-30
Hightower Advisors, LLC$70.3M1,0462026-06-30
Raub Brock Capital Management, LP$70.1M62026-06-30
Rockefeller Capital Management LP$65M3462026-06-30
Northrock Partners, LLC$62.6M912026-06-30
Garde Capital, Inc.$60.5M92026-06-30
Envestnet Portfolio Solutions, Inc.$56.3M32026-06-30
Assetmark, Inc$55.9M2202026-06-30
Prudent Investors Network, Inc.$55.4M32026-06-30
Eastern Bank$53.9M02026-06-30
Susquehanna International Group, LLP$53M02026-06-30
Bogart Wealth, LLC$52.8M242026-06-30
Twele Capital Management, Inc.$51.3M32026-06-30
Patton Fund Management, Inc.$49.4M12026-06-30
Partners Capital Investment Group, LLP$48.5M12026-06-30
Genwealth Group, Inc.$48.2M52026-06-30
Lifeguide Financial Advisors, LLC$47.9M162026-06-30
Ironwood Wealth Management, Llc.$45.4M02026-06-30
Cobblestone Capital Advisors LLC /NY$44.8M02025-09-30
Mirae Asset Global Investments Co., Ltd.$44.7M02026-06-30
Sompo Asset Management Co., Ltd.$44.7M02026-06-30
Evergreen Capital Management LLC$44.5M282026-06-30
Leo Wealth, LLC$44.3M152026-03-31
Ifp Advisors, Inc$44.2M3182026-06-30
O'Shaughnessy Asset Management, LLC$43.7M582026-06-30
Mai Capital Management$43.1M3082026-06-30
Victory Capital Management Inc.$41.2M1062026-06-30
First Trust Advisors LP$41M6072026-06-30
Beacon Wealthcare LLC$39.7M52026-06-30
Virtue Capital Management, LLC$39.7M892026-06-30
Focus Financial$38.4M1212026-06-30
Kestra Advisory Services, LLC$37.4M1,4792026-06-30
Community Financial Services Group, LLC$36.6M02026-06-30
Osaic Holdings, Inc.$36.5M02026-06-30
First Financial Bank - Trust Division$36.3M02026-06-30
Newedge Advisors$36.2M6012026-06-30
Portland Global Advisors LLC$35M112026-06-30
Haverford Trust Co$34M02026-06-30
Tpg Financial Advisors, LLC$34M182026-06-30
Jane Street Group, LLC$31.5M02026-06-30
Karpus Investment Management$31.4M62026-06-30
Joule Financial, LLC$30.9M02026-06-30
Sachem Hill LLC$30.7M42026-06-30
Fifth Third Bancorp$30.6M02026-06-30
Kingsview Wealth Management, LLC$30.6M1152026-06-30
Modern Wealth Management, LLC$30.5M1612026-06-30
Brown Advisory Inc$29.5M02026-06-30
First Citizens Bank & Trust Co$28.9M02026-06-30
Onedigital Investment Advisors LLC$28.3M3862026-06-30
Commonwealth Equity Services, LLC$28.3M2,8632026-06-30
Manufacturers Life Insurance Company, the$28.2M02026-06-30
Keel Point, LLC$26.7M492026-06-30
Barings LLC$26.7M02026-06-30
Invariant Investment Management$26.2M62026-06-30
West Paces Advisors Inc.$25.7M42026-06-30
United Capital Management of Ks, Inc.$25.7M262026-06-30
Rafferty Asset Management, LLC$25.4M12026-06-30
Mather Group, Llc.$25.3M1102026-06-30
Tulsa Wealth Advisors, Inc$25.1M172026-06-30
Wealth Management Resources, Inc.$24.6M62026-06-30
US Bancorp$24.2M02026-06-30
Form Wealth Advisors, LLC$23.6M82026-06-30
Bank of New York Mellon Corp$23.4M02026-06-30
Skyoak Wealth, LLC$23.4M52026-06-30
Barclays PLC$23.1M02026-06-30
Willis Johnson & Associates, Inc.$22.8M312026-06-30
Sanctuary Advisors, LLC$22.3M4012026-06-30
Banco Santander, S.A.$22.2M02026-06-30
Mariner, LLC$22.2M02026-06-30
Seabridge Investment Advisors LLC$22.1M112026-06-30
Heritage Oak Wealth Advisors LLC$22M52026-06-30
Simplifi, Inc.$21.9M22026-06-30
Equitable Holdings, Inc.$21.8M02026-06-30
Wlth Capital Management, LLC$21.4M32026-06-30
Beacon Pointe Advisors, LLC$21.3M4662026-06-30
Creative Planning$21.1M1,1712026-06-30
Benningfield Financial Advisors, LLC$20.2M32026-06-30
Aafmaa Wealth Management & Trust LLC$19.9M02026-06-30
Northcoast Asset Management LLC$19.8M312026-06-30
Bulltick Wealth Management, LLC$19.7M242026-06-30
Act Two Investors LLC$19.6M12026-06-30
Cambridge Associates LLC /ma/ /adv$19.2M02026-06-30
Flputnam Investment Management Co$19M782026-06-30
Titleist Asset Management, LLC$18.8M432026-06-30
Anchor Capital Advisors LLC$18.6M162026-06-30
Dsg Capital Advisors, LLC$18.4M62026-06-30
Arax Advisory Partners$18.4M2322026-06-30
Crescent Grove Advisors, LLC$18M212026-06-30
Quaker Wealth Management, LLC$18M52026-06-30
Concurrent Investment Advisors, LLC$17.8M3492026-06-30
U.S. Capital Wealth Advisors, LLC$17.8M02026-03-31
Integrated Wealth Concepts LLC$17.7M4802026-06-30
Arvest Investments, Inc.$17.4M2042026-06-30
Exchange Traded Concepts, LLC$17.3M02026-06-30
Bnp Paribas Financial Markets$17.2M02026-06-30
Cordoba Advisory Partners LLC$17.1M72026-06-30
Trustmark Bank Trust Department$17.1M02026-06-30
Waterloo Capital, LP$16.9M572026-06-30
Cwm, LLC$16.6M6672026-03-31
Jones Financial Companies LLLP$16.3M02026-06-30
Werba Rubin Papier Wealth Management, LLC$16.2M72026-06-30
Mitsubishi Ufj Trust & Banking Corp$15.9M02026-06-30
Dynasty Wealth Management, LLC$15.9M142026-06-30
Ritholtz Wealth Management$15.8M582026-06-30
Allianz Asset Management GMBH$15.6M02026-06-30
Optiver Holding B.V.$15.5M02026-06-30
Madison Asset Management, LLC$15.4M12026-06-30
Prospera Financial Services, Inc.$15.4M2702026-06-30
Pacific Wealth Management$15M82026-06-30
Atria Investments, Inc$15M62026-06-30
Waverly Advisors, LLC$14.9M2312026-06-30
Strategic Point Investment Advisors, LLC$14.6M62026-06-30
Pinkerton Wealth, LLC$14.5M192026-06-30
Atlas Private Wealth Advisors$14.4M192026-06-30
TD Private Client Wealth LLC$14.3M5352026-06-30
True Freedom Investing, LLC$14.1M22026-06-30
Wolverine Trading, LLC$14.1M02025-09-30
Steward Partners Investment Advisory, LLC$13.7M4812026-06-30
Global Trust Asset Management, LLC$13.7M82026-06-30
Cadence Wealth Management LLC$13.6M62026-06-30
Paragon Capital Management Inc$13.5M32026-06-30
Great Valley Advisor Group, LLC$13.4M2052026-06-30
Columbia Bank$13.4M02026-06-30
Syntax Research, Inc.$13.3M12026-06-30
Trilogy Capital, Inc.$13.3M722026-06-30
Meridian Investment Advisors$13.1M42026-06-30
One Day In July LLC$13.1M142026-06-30
Sollinda Capital Management LLC$13M172026-06-30
Corient Private Wealth LP$13M6742026-06-30
Ifg Advisory, LLC$12.7M1102026-06-30
Procyon$12.6M532026-06-30
First Foundation Advisors$12.5M292026-06-30
Schonfeld Strategic Advisors LLC$12.4M02026-06-30
Prime Capital Financial$12.4M2652026-06-30
USA Financial Formulas$12.3M02026-03-31
Pinnacle Associates, Ltd.$12.2M332026-06-30
William Howard & Co Financial Advisors Inc$12.2M42026-06-30
Oppenheimer & Co. Inc.$12.1M1,1662026-06-30
Middleton & Co Inc/ma$12M72026-06-30
Lincoln Capital Corp$12M32026-06-30
Sicart Associates LLC$11.8M12026-06-30
First National Bank of Omaha$11.8M02026-06-30
Premier Path Wealth Partners, LLC$11.7M72026-06-30
Courier Capital LLC$11.6M142026-06-30
Peak Asset Management, LLC$11.4M142026-06-30
Chicago Partners Investment Group LLC$11.4M572026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$11.3M02026-06-30
Dv Trading LLC$11.3M02026-06-30
Kaydan Wealth Management, Inc.$11.3M62026-06-30
Jessup Wealth Management, Inc$11.2M72026-06-30
Rothschild Wealth LLC$11.2M312026-06-30
Transamerica Financial Advisors, LLC$11.2M1,0972026-06-30
Hudock, Inc.$11.1M92026-06-30
Landing Point Financial Group, LLC$11M62026-06-30
Little House Capital, LLC$10.9M82026-06-30
Pallas Capital Advisors, LLC$10.7M272026-06-30
1607 Capital Partners, LLC$10.6M02026-06-30
Comerica Bank$10.6M02025-12-31
Vestmark Advisory Solutions, Inc.$10.6M82026-06-30
Spire Wealth Management$10.6M32026-06-30
Private Advisor Group, LLC$10.4M9272026-06-30
Ipg Investment Advisors LLC$10.3M402026-06-30
Global Retirement Partners LLC$10.2M4912026-06-30
Capitolis Liquid Global Markets LLC$10.2M02026-06-30
Tennessee Valley Asset Management Partners$10.2M252026-06-30
U S Wealth Group, Llc.$10.1M02025-12-31
Modera Wealth Management, LLC$10M1352026-06-30
Larch Capital Partners LLC$10M102026-06-30
Ameriserv Wealth Advisors$9.9M42026-06-30
Advisory Services Network$9.8M2532026-06-30
Scotia Capital Inc.$9.8M02026-06-30
Bond & Devick Wealth Partners$9.7M102026-06-30
High Note Wealth, LLC$9.6M42026-06-30
United Capital Financial Advisors, LLC$9.6M1662026-06-30
Strategic Financial Group, LLC$9.6M02026-06-30
Bison Wealth, LLC$9.6M612026-06-30
Elevation Point Wealth Partners, LLC$9.4M562026-06-30
Citizens Financial Group Inc/ri$9.4M02026-06-30
Graybill Wealth Management, Ltd.$9.3M12026-06-30
Lifestyle Asset Management, Inc.$9M162026-06-30
Arkadios Wealth Advisors$8.9M2262026-06-30
Millennium Management LLC$8.8M02026-06-30
Laurel Oak Wealth Management, LLC$8.8M142026-06-30
Summit Asset Management, LLC$8.8M62026-06-30
Mtc Wealth Management LLC$8.7M72026-06-30
Goodman Advisory Group, LLC$8.7M62026-06-30
Common Fund for Nonprofit Organizations$8.7M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$8.5M1,7212026-06-30
Summit Financial, LLC$8.5M2292026-06-30
Pfg Advisors$8.4M832026-06-30
Ascent Advisors, LLC$8.3M102026-06-30
CIBC World Market Inc.$8.2M02026-06-30
Vident Advisory, LLC$8.2M62026-06-30
Bailard, Inc.$8.1M402026-06-30
Keybank National Association/oh$8.1M02026-06-30
Ae Wealth Management LLC$7.9M4712026-06-30
Pinnacle Wealth Management Advisory Group, LLC$7.9M102026-06-30

The 250 largest of 1,198 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30