Who Owns iShares 7-10 Year Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 7-10 Year Treasury Bond ETF.
Who crossed 5% of IEF →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| EASTERN BANK7-10 YR TRSY BD1.3M shadded | $120.3M |
| ARMSTRONG ADVISORY GROUP, INC7-10 YR TRSY BD623.1K shadded | $55.6M |
| Invariant Investment Management7-10 YR TRSY BD295.6K shadded | $26.3M |
| TITLEIST ASSET MANAGEMENT, LLC7-10 YR TRSY BD189.3K shtrimmed | $16.9M |
| Strategic Financial Group, LLC7-10 YR TRSY BD102.2K shadded | $9.1M |
| Pacific Wealth Management7-10 YR TRSY BD102K shtrimmed | $9.1M |
| Acropolis Investment Management, LLC7-10 YR TRSY BD67.1K shtrimmed | $6M |
| Ballew Advisors, Inc7-10 YR TRSY BD65.6K shadded | $5.8M |
| Wealth Enhancement Trust Services, Inc.7-10 YR TRSY BD62.4K shtrimmed | $5.6M |
| Whalen Wealth Management Inc.7-10 YR TRSY BD51.4K shadded | $4.6M |
| Capital Advisors Wealth Management, LLC7-10 YR TRSY BD45.6K shtrimmed | $4.1M |
| Farther Finance Advisors, LLCETF43.4K shadded | $3.9M |
| Insight Wealth Strategies, LLC7-10 YR TRSY BD36.1K shadded | $3.2M |
| Biltmore Wealth Management, LLC7-10 YR TRSY BD35.4K shadded | $3.2M |
| LWM ADVISORS INC7-10 YR TRSY BD32.4K shtrimmed | $2.9M |
| MFA WEALTH ADVISORS, LLC7-10 YR TRSY BD24.8K shadded | $2.2M |
| Prism Advisors, Inc.SH BEN INT21.9K shadded | $2M |
| Central Pacific Bank - Trust Division7-10 YR TRSY BD21.8K shtrimmed | $1.9M |
| Atlas Brown,Inc.ETF20.9K shadded | $1.9M |
| Matrix Trust Co7-10 YR TRSY BD19K shtrimmed | $1.7M |
| GILPIN WEALTH MANAGEMENT, LLC7-10 YR TRSY BD13K shadded | $1.2M |
| Paladin Partners, LLCETF10.2K shheld | $913.3K |
| CYPRESS FINANCIAL PLANNING LLC7-10 YR TRSY BD10.1K shtrimmed | $899.2K |
| Apella Capital, LLC7-10 YR TRSY BD8.6K shadded | $762.2K |
| Legacy Private Trust Co.7-10 YR TRSY BD8.5K shtrimmed | $758.5K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund8.2K shadded | $735.4K |
| CoreCap Advisors, LLCETF8K shadded | $718.1K |
| First Heartland Consultants, Inc.7-10 YR TRSY BD8K shadded | $715.8K |
| Hamilton Capital, LLC7-10 YR TRSY BD7.2K shadded | $645.1K |
| City Center Advisors, LLC7-10 YR TRSY BD6.6K shadded | $589K |
| Independence Financial Advisors, LLC7-10 YR TRSY BD6.6K shtrimmed | $585.1K |
| SAPIENT CAPITAL LLC7-10 YR TRSY BD5.5K shtrimmed | $491.3K |
| DKM Wealth Management, Inc.7-10 YR TRSY BD4.7K shheld | $419.9K |
| Avidian Wealth Enterprises, LLC7-10 YR TRSY BD4.6K shtrimmed | $413.2K |
| FINANCIAL MANAGEMENT NETWORK INC7-10 YR TRSY BD4.2K shadded | $372.8K |
| FC Advisory LLC7-10 YR TRSY BD3.4K shadded | $304.2K |
| Tactive Advisors, LLC7-10 YR TRSY BD3.4K sh— | $302.4K |
| Sound Income Strategies, LLC7-10 YR TRSY BD3.3K shtrimmed | $296.7K |
| Ridgewood Investments LLC7-10 YR TRSY BD2.9K shtrimmed | $255.6K |
| M.E. ALLISON & CO., INC.7-10 YR TRSY BD2.8K shadded | $246.9K |
| KFA Private Wealth Group, LLC7-10 YR TRSY BD2.5K shtrimmed | $224.4K |
| Breakwater Capital Group7-10 YR TRSY BD2.5K shtrimmed | $223.9K |
| SigFig Wealth Management, LLC7-10 YR TRSY BD2.5K sh— | $223.5K |
| GK Wealth Management LLC7-10 YR TRSY BD546 sh— | $48.8K |
| TOMPKINS FINANCIAL CORP7-10 YR TRSY BD458 sh— | $40.9K |
| Bangor Savings Bank7-10 YR TRSY BD172 shheld | $15.4K |
| GAMMA Investing LLCETF117 shtrimmed | $10.4K |
| Pacifica Partners Inc.7-10 YR TRSY BD100 shtrimmed | $8.9K |
| Olistico Wealth, LLCETF77 sh— | $6.9K |
| Trust CoETF71 shtrimmed | $6.3K |
| Rosenberg Matthew HamiltonETF56 shheld | $5K |
| Investors Research Corp7-10 YR TRSY BD41 shheld | $3.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IEF
Follow iShares 7-10 Year Treasury Bond ETF (IEF) by email
New trades in iShares 7-10 Year Treasury Bond ETF (IEF) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.