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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

752 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 88 funds opening new positions, 268 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
10.08%
Holding in Top 10
58
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.75%
% of All Funds
0.78%
New
88
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 %
ES
351
Eagle Strategies
New York
$1.59M -$26.1K -219 -2%
PIM
352
Penobscot Investment Management
Massachusetts
$1.59M -$10.5K -88 -0.7%
GCM
353
Generation Capital Management
New York
$1.57M +$1.57M +13,214 New
BPW
354
Bingham Private Wealth
California
$1.55M +$77.3K +649 +5%
CSP
355
Cary Street Partners
Virginia
$1.53M +$271K +2,273 +21%
GSEP
356
Golden State Equity Partners
California
$1.53M +$82.1K +689 +6%
JCM
357
Jacobi Capital Management
Pennsylvania
$1.51M +$105K +881 +7%
SWA
358
SFMG Wealth Advisors
Texas
$1.51M -$277K -2,327 -15%
PCIG
359
Partners Capital Investment Group
Massachusetts
$1.49M -$1.47M -12,316 -50%
EE
360
EWG Elevate
California
$1.48M +$1.48M +12,441 New
TFCP
361
Twin Focus Capital Partners
Massachusetts
$1.47M +$1.91K +16 +0.1%
Wealthfront Advisers
362
Wealthfront Advisers
California
$1.47M +$88.8K +746 +6%
CB
363
Commerce Bank
Missouri
$1.46M +$28.1K +236 +2%
RFM
364
Royal Fund Management
Florida
$1.45M +$219K +1,838 +18%
NL
365
NWAM LLC
Washington
$1.38M -$44.7K -378 -3%
SIM
366
Studio Investment Management
Illinois
$1.36M -$629K -5,283 -32%
SWP
367
Stratos Wealth Partners
Ohio
$1.35M -$13.7M -115,280 -91%
CA
368
Cannon Advisors
North Carolina
$1.35M +$102K +855 +8%
AC
369
Apella Capital
Connecticut
$1.33M +$472 +4 +0%
SW
370
Simplicity Wealth
New Jersey
$1.32M +$472K +3,967 +56%
MCP
371
Martin Capital Partners
Oregon
$1.29M +$566K +4,752 +79%
Pathstone Holdings
372
Pathstone Holdings
New Jersey
$1.28M +$1.07M +9,013 +513%
BCA
373
Bay Colony Advisors
Massachusetts
$1.27M +$348K +2,922 +38%
CM
374
Columbus Macro
Pennsylvania
$1.26M +$267K +2,239 +27%
BSB
375
Bangor Savings Bank
Maine
$1.24M -$29.1K -244 -2%
13 14
15
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