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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 %
HWA
376
HCR Wealth Advisors
California
$1.23M +$23.8K +200 +2%
MFG
377
Merit Financial Group
Georgia
$1.21M -$718K -6,030 -37%
JWCA
378
J.W. Coons Advisors
Ohio
$1.2M +$15.5K +130 +1%
IMC Chicago
379
IMC Chicago
Illinois
$1.19M +$1.19M +10,009 New
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$1.19M +$312K +2,616 +35%
IPWA
381
International Private Wealth Advisors
California
$1.16M +$263K +2,207 +29%
PAS
382
Park Avenue Securities
New York
$1.14M -$238K -2,000 -17%
DWP
383
Daymark Wealth Partners
Ohio
$1.1M -$179K -1,502 -14%
Vontobel Holding
384
Vontobel Holding
Switzerland
$1.09M -$56.3K -473 -5%
SCA
385
Strathmore Capital Advisors
North Carolina
$1.06M +$1.06M +8,978 New
CWA
386
CogentBlue Wealth Advisors
Tennessee
$1.04M -$55.6K -467 -5%
PAS
387
PKS Advisory Services
New York
$1.03M -$6.31K -53 -0.6%
VFA
388
Voya Financial Advisors
Connecticut
$1.02M +$403K +3,390 +65%
CAG
389
Crestwood Advisors Group
Massachusetts
$1.01M +$35.6K +299 +4%
EB
390
Emprise Bank
Kansas
$1.01M +$1.01M +8,490 New
LSIA
391
LaSalle St. Investment Advisors
Illinois
$1.01M – – –
IWC
392
Integrated Wealth Concepts
Massachusetts
$1.01M -$136K -1,143 -12%
MI
393
Motiv8 Investments
Florida
$998K -$80.7K -678 -7%
CCB
394
Country Club Bank
Missouri
$996K +$90.2K +759 +10%
PF
395
Parker Financial
Washington
$987K -$120K -1,004 -11%
BF
396
BOK Financial
Oklahoma
$986K – – –
HS
397
Horan Securities
United States
$984K -$83.7K -703 -8%
OAJ
398
Ogorek Anthony Joseph
New York
$983K +$50K +420 +5%
GM
399
GeoWealth Management
Illinois
$980K -$24.2K -203 -2%
CWP
400
Core Wealth Partners
California
$976K +$324K +2,722 +50%
14 15
16
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