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

Top Sellers

1
WL
WIT LLC
District of Columbia
$294M
2
Invesco
Invesco
Georgia
$511M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$12.2M
4
Bank of America
Bank of America
North Carolina
$809M
5
HNB
Huntington National Bank
Ohio
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
276
Retirement Capital Strategies
California
$2.85M +$2.85M +23,968 New
GRP
277
Global Retirement Partners
California
$2.85M +$2.85M +23,892 New
IWM
278
IHT Wealth Management
Illinois
$2.73M -$1.53M -12,875 -36%
CIAS
279
Capital Investment Advisory Services
North Carolina
$2.69M -$104K -877 -4%
TFA
280
Tranquilli Financial Advisor
New Jersey
$2.69M +$1.42M +11,955 +113%
ODIJL
281
One Day In July LLC
Vermont
$2.68M -$340K -2,857 -11%
Millennium Management
282
Millennium Management
New York
$2.67M -$9.04M -75,935 -77%
DWA
283
Delap Wealth Advisory
Oregon
$2.67M -$50.5K -424 -2%
RFC
284
Regions Financial Corp
Alabama
$2.61M -$342K -2,871 -12%
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$2.59M -$247K -2,072 -9%
TIA
286
Traphagen Investment Advisors
New Jersey
$2.56M -$141K -1,184 -5%
RVM
287
Robinson Value Management
Texas
$2.54M -$116K -975 -4%
SF
288
Synovus Financial
Georgia
$2.52M -$11.3M -94,827 -82%
EWA
289
EP Wealth Advisors
California
$2.51M +$2.19M +18,409 +691%
FT
290
Fiduciary Trust
Massachusetts
$2.49M -$243K -2,042 -9%
HSBC Holdings
291
HSBC Holdings
United Kingdom
$2.47M +$67K +563 +3%
VPA
292
Vernal Point Advisors
California
$2.47M – – –
BHBT
293
Burke & Herbert Bank & Trust
Virginia
$2.44M -$7.74K -65 -0.3%
MOS
294
MGO One Seven
Ohio
$2.41M -$83.1K -698 -3%
GEM
295
Global Endowment Management
North Carolina
$2.38M – – –
OAM
296
Oppenheimer Asset Management
New York
$2.38M +$2.38M +19,962 New
DLCIG
297
D.L. Carlson Investment Group
New Hampshire
$2.37M -$728K -6,117 -24%
CTA
298
Chesley Taft & Associates
Illinois
$2.31M +$164K +1,373 +8%
Fifth Third Bancorp
299
Fifth Third Bancorp
Ohio
$2.31M -$405K -3,397 -15%
CI
300
Conning Inc
Connecticut
$2.29M – – –
10 11
12
13 14