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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 %
PIM
351
Penobscot Investment Management
Massachusetts
$1.59M -$10.5K -88 -0.7%
GCM
352
Generation Capital Management
New York
$1.57M +$1.57M +13,214 New
BPW
353
Bingham Private Wealth
California
$1.55M +$77.3K +649 +5%
CSP
354
Cary Street Partners
Virginia
$1.53M +$271K +2,273 +21%
GSEP
355
Golden State Equity Partners
California
$1.53M +$82.1K +689 +6%
JCM
356
Jacobi Capital Management
Pennsylvania
$1.51M +$105K +881 +7%
SWA
357
SFMG Wealth Advisors
Texas
$1.51M -$277K -2,327 -15%
PCIG
358
Partners Capital Investment Group
Massachusetts
$1.49M -$1.47M -12,316 -50%
EE
359
EWG Elevate
California
$1.48M +$1.48M +12,441 New
TFCP
360
Twin Focus Capital Partners
Massachusetts
$1.47M +$1.91K +16 +0.1%
Wealthfront Advisers
361
Wealthfront Advisers
California
$1.47M +$88.8K +746 +6%
CB
362
Commerce Bank
Missouri
$1.46M +$28.1K +236 +2%
RFM
363
Royal Fund Management
Florida
$1.45M +$219K +1,838 +18%
NL
364
NWAM LLC
Washington
$1.38M -$44.7K -378 -3%
SIM
365
Studio Investment Management
Illinois
$1.36M -$629K -5,283 -32%
SWP
366
Stratos Wealth Partners
Ohio
$1.35M -$13.7M -115,280 -91%
CA
367
Cannon Advisors
North Carolina
$1.35M +$102K +855 +8%
AC
368
Apella Capital
Connecticut
$1.33M +$472 +4 +0%
SW
369
Simplicity Wealth
New Jersey
$1.32M +$472K +3,967 +56%
MCP
370
Martin Capital Partners
Oregon
$1.29M +$566K +4,752 +79%
Pathstone Holdings
371
Pathstone Holdings
New Jersey
$1.28M +$1.07M +9,013 +513%
BCA
372
Bay Colony Advisors
Massachusetts
$1.27M +$348K +2,922 +38%
CM
373
Columbus Macro
Pennsylvania
$1.26M +$267K +2,239 +27%
BSB
374
Bangor Savings Bank
Maine
$1.24M -$29.1K -244 -2%
BCM
375
Brookstone Capital Management
Illinois
$1.23M -$279K -2,342 -18%
13 14
15
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