IEI icon

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
Stifel Financial
Missouri
+$75.7M
2
AAG
Armstrong Advisory Group
Massachusetts
+$65.7M
3
UBS Group
UBS Group
Switzerland
+$57.9M
4
BEI
Benjamin Edwards Inc
Missouri
+$56.7M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$50.1M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$278M
2
Invesco
Invesco
Georgia
-$251M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$213M
4
Bank of America
Bank of America
North Carolina
-$112M
5
HNB
Huntington National Bank
Ohio
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Vision Capital Management
Oregon
$3.61M +$3.61M +30,346 New
Simplex Trading
252
Simplex Trading
Illinois
$3.59M +$2.05M +17,184 +133%
SPWM
253
Spartan Planning & Wealth Management
North Carolina
$3.53M +$307K +2,574 +10%
MFG
254
Magnus Financial Group
New York
$3.5M -$21.1K -177 -0.6%
WHCFA
255
William Howard & Co Financial Advisors
Tennessee
$3.47M +$1.55K +13 +0%
DCA
256
DSG Capital Advisors
Minnesota
$3.46M +$3.46M +29,050 New
KWM
257
Kingsview Wealth Management
Oregon
$3.4M +$660K +5,544 +24%
MSFS
258
Main Street Financial Solutions
Pennsylvania
$3.36M +$242K +2,036 +8%
CICC
259
Capital Investment Counsel (Colorado)
Colorado
$3.36M +$798K +6,698 +31%
CFAM
260
Center For Asset Management
Florida
$3.23M -$667K -5,771 -17%
VWA
261
Visionary Wealth Advisors
Illinois
$3.2M +$1.23M +10,352 +63%
CCAM
262
Cascades Capital Asset Management
North Carolina
$3.2M +$243K +2,041 +8%
MWM
263
Modern Wealth Management
Kansas
$3.17M +$3.17M +26,624 New
FFA
264
Fortune Financial Advisors
Kansas
$3.14M +$123K +1,036 +4%
TW
265
Trajan Wealth
Arizona
$3.09M -$261K -2,195 -8%
EAMA
266
EFG Asset Management (Americas)
Florida
$3.06M -$868K -7,291 -22%
GWM
267
Geneos Wealth Management
Colorado
$3.02M -$2.41M -20,266 -44%
MWM
268
Maltin Wealth Management
New Jersey
$2.97M +$814K +6,839 +38%
IA
269
IFP Advisors
Florida
$2.96M -$651K -5,469 -18%
IIM
270
InTrack Investment Management
Vermont
$2.93M +$2.93M +24,624 New
CWA
271
Centennial Wealth Advisory
Michigan
$2.93M -$393K -3,302 -12%
GS
272
GTS Securities
New York
$2.92M +$2.42M +20,318 +488%
CWP
273
Cyndeo Wealth Partners
Florida
$2.89M +$1.37M +11,529 +91%
WWM
274
Whalen Wealth Management
Nevada
$2.89M +$1.11M +9,339 +63%
ES
275
ETF Store
Kansas
$2.88M -$58.6K -492 -2%
9 10
11
12 13