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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

751 hedge funds and large institutions have $12.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 268 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
-10
Holders Change %
-1.31%
% of All Funds
10.07%
Holding in Top 10
57
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
87
Increased
268
Reduced
292
Closed
78
Calls
$128M
Puts
$104M
Net Calls
+$24.1M
Net Calls Change
-$174M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$258M
2
AAG
2
Armstrong Advisory Group
Massachusetts
$112M
3
UBS Group
3
UBS Group
Switzerland
$261M
4
BEI
4
Benjamin Edwards Inc
Missouri
$70.8M
5
SERBOO
5
School Employees Retirement Board of Ohio
Ohio
$50.1M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$294M
2
Invesco
2
Invesco
Georgia
$511M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$12.2M
4
Bank of America
4
Bank of America
North Carolina
$809M
5
HNB
5
Huntington National Bank
Ohio
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
226
Opus Capital Group
Ohio
$4.46M -$204K -1,710 -4%
BFC
227
Blue Fin Capital
Rhode Island
$4.44M +$4.44M +37,288 New
MAM
228
Madison Asset Management
Wisconsin
$4.38M -$12.7M -106,957 -74%
AIM
229
Acropolis Investment Management
Missouri
$4.36M +$808K +6,789 +23%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$4.25M +$54.2K +455 +1%
Jane Street
231
Jane Street
New York
$4.23M +$3.2M +26,869 +311%
TIAA Trust, National Association
232
TIAA Trust, National Association
North Carolina
$4.15M +$3.91M +32,835 +1,603%
CFP
233
Cascade Financial Partners
California
$4.15M +$948K +7,957 +30%
SWM
234
Shelton Wealth Management
Texas
$4.14M +$2.07M +17,358 +100%
HCA
235
Heck Capital Advisors
Wisconsin
$4.13M +$135K +1,136 +3%
GFA
236
Gladwyn Financial Advisors
Virginia
$4.11M +$4.11M +34,554 New
JWCA
237
J.W. Cole Advisors
Florida
$4.1M +$1.18M +9,901 +40%
4WM
238
4J Wealth Management
Virginia
$4.07M -$25.5K -214 -0.6%
RHP
239
Royal Harbor Partners
Texas
$3.98M +$125K +1,052 +3%
NCG
240
Newport Capital Group
New Jersey
$3.98M -$19.7K -165 -0.5%
PWM
241
Perigon Wealth Management
California
$3.92M -$926K -7,778 -19%
NAM
242
NorthCrest Asset Manangement
Minnesota
$3.92M -$199K -1,689 -5%
LAMC
243
Longview Asset Management (California)
California
$3.8M -$16.8K -141 -0.4%
SC
244
Sykon Capital
New York
$3.8M +$286K +2,403 +8%
CW
245
CreativeOne Wealth
Kansas
$3.77M -$1.03M -8,607 -21%
T2I
246
Turim 21 Investimentos
Brazil
$3.76M +$202K +1,700 +6%
HFA
247
Hershey Financial Advisers
Pennsylvania
$3.73M +$3.73M +31,285 New
AFG
248
Atomi Financial Group
New York
$3.71M +$1.36M +11,413 +58%
BCM
249
Beaumont Capital Management
Massachusetts
$3.66M +$2.45M +20,585 +202%
BCM
250
Becker Capital Management
Oregon
$3.64M +$187K +1,573 +5%
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