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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
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 %
E
301
EntreWealth
Texas
$2.27M +$261K +2,192 +13%
CI
302
CPR Investments
Michigan
$2.22M -$2.18M -18,321 -50%
SFS
303
Sowell Financial Services
Arkansas
$2.18M -$1.53M -12,823 -41%
HH
304
Hilltop Holdings
Texas
$2.18M -$7.26K -61 -0.3%
RCA
305
Resonant Capital Advisors
Wisconsin
$2.17M -$6.43K -54 -0.3%
OMC
306
Old Mission Capital
Illinois
$2.16M -$1.16M -9,773 -35%
RCG
307
Regatta Capital Group
California
$2.14M +$61.7K +518 +3%
WT
308
Whittier Trust
California
$2.13M -$2.14K -18 -0.1%
RWM
309
RKL Wealth Management
Pennsylvania
$2.11M -$3.36M -28,191 -61%
SWM
310
SFG Wealth Management
Maryland
$2.11M +$2.11M +17,746 New
CWP
311
Concord Wealth Partners
Virginia
$2.07M -$483K -4,055 -19%
CAMV
312
Concord Asset Management (Virginia)
Virginia
$2.07M +$2.07M +17,412 New
SI
313
Stephens Inc
Arkansas
$2.05M -$160K -1,341 -7%
RAM
314
Riggs Asset Management
Pennsylvania
$2.04M -$78.4K -658 -4%
BP
315
BNP Paribas
France
$2.04M +$985K +8,267 +93%
PCMC
316
Paragon Capital Management (Colorado)
Colorado
$2.03M -$2.17M -18,206 -52%
AP
317
Atwood & Palmer
Missouri
$2.03M +$23.3K +196 +1%
MWA
318
MFA Wealth Advisors
Pennsylvania
$2.02M +$2.02M +16,988 New
SIA
319
Strategic Investment Advisors
Michigan
$2.01M -$122K -1,030 -6%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.01M -$127K -1,070 -6%
AF
321
Allworth Financial
California
$2.01M +$426K +3,573 +27%
LPT
322
Legacy Private Trust
Wisconsin
$2.01M -$206K -1,732 -9%
CAM
323
Cresset Asset Management
Illinois
$1.97M -$94.3K -792 -5%
ACA
324
Aptus Capital Advisors
Alabama
$1.93M -$298K -2,503 -13%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$1.93M -$157K -1,318 -8%
11 12
13
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