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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 %
TCM
326
Twele Capital Management
Minnesota
$1.93M -$17.3K -145 -0.9%
SCP
327
Silverleafe Capital Partners
Tennessee
$1.89M -$76.3K -641 -4%
SFG
328
SevenBridge Financial Group
Pennsylvania
$1.89M -$131K -1,105 -7%
ACM
329
AUA Capital Management
Pennsylvania
$1.89M – – –
SPIA
330
Steward Partners Investment Advisory
New York
$1.88M -$575K -4,831 -23%
MWM
331
MY Wealth Management
Maryland
$1.86M +$1.86M +15,610 New
WAM
332
WNY Asset Management
New York
$1.84M +$1.19M +10,025 +185%
WC
333
Waterloo Capital
Texas
$1.83M +$1.83M +15,404 New
BLFG
334
Brian Low Financial Group
Louisiana
$1.82M +$1.82M +15,275 New
VCM
335
Verger Capital Management
North Carolina
$1.79M +$15.7K +132 +0.9%
EWM
336
Endowment Wealth Management
Wisconsin
$1.78M +$180K +1,508 +11%
CWM
337
Congress Wealth Management
Massachusetts
$1.77M +$534K +4,480 +43%
MWM
338
Meridian Wealth Management
Kentucky
$1.76M +$10.7K +90 +0.6%
MCC
339
Money Concepts Capital
Florida
$1.75M -$200K -1,682 -10%
EH
340
Equitable Holdings
New York
$1.74M +$431K +3,623 +33%
TA
341
TFB Advisors
Kansas
$1.73M -$37K -311 -2%
WAS
342
Wealth Advisory Solutions
Indiana
$1.67M +$210K +1,767 +14%
AG
343
AlTi Global
New York
$1.67M -$66.7K -560 -4%
WIA
344
World Investment Advisors
California
$1.67M -$1.75M -14,698 -51%
SWM
345
Spire Wealth Management
Virginia
$1.67M -$279K -2,345 -14%
BMCM
346
Bryn Mawr Capital Management
Pennsylvania
$1.64M -$334K -2,808 -17%
WF
347
Warner Financial
Maryland
$1.62M +$59.3K +498 +4%
BHB
348
Bank Hapoalim BM
Israel
$1.61M -$1.55M – –
EGA
349
E&G Advisors
Texas
$1.6M – – –
ES
350
Eagle Strategies
New York
$1.59M -$26.1K -219 -2%
12 13
14
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