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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
+$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 %
AA
401
Armis Advisers
Georgia
$973K -$63.2K -536 -6%
SWTS
402
Stonehaven Wealth & Tax Solutions
Wisconsin
$973K -$715 -6 -0.1%
OC
403
Oarsman Capital
Wisconsin
$964K -$253K -2,123 -21%
GG
404
GenWealth Group
New Jersey
$960K -$76.6K -643 -7%
Lazard Asset Management
405
Lazard Asset Management
New York
$955K -$867K – –
SNWA
406
Siligmueller & Norvid Wealth Advisors
Illinois
$949K +$949K +8,050 New
IA
407
IFG Advisory
Georgia
$944K +$38K +319 +4%
OP
408
ORG Partners
Indiana
$942K +$64.6K +543 +7%
SMWM
409
Silvia McColl Wealth Management
California
$942K +$1.07K +9 +0.1%
CFA
410
Camarda Financial Advisors
Florida
$934K +$125K +1,049 +15%
MWM
411
MorganRosel Wealth Management
Colorado
$933K +$56.4K +474 +6%
LFAS
412
Level Four Advisory Services
Texas
$930K -$69.3K -582 -7%
SC
413
Summa Corp
Texas
$928K +$169K +1,423 +22%
SCA
414
Snowden Capital Advisors
New York
$925K -$39.5K -332 -4%
ECA
415
Elevated Capital Advisors
Utah
$921K – – –
EWM
416
Empirical Wealth Management
Washington
$917K +$107K +898 +13%
FMI
417
F/M Investments
District of Columbia
$906K +$1.67K +14 +0.2%
OAS
418
Optivise Advisory Services
Tennessee
$905K – – –
TCCM
419
Timber Creek Capital Management
Massachusetts
$904K +$60.2K +506 +7%
RIA
420
Regal Investment Advisors
Michigan
$897K -$8.81K -74 -1%
PAYA
421
Phil A. Younker & Associates
Alaska
$893K – – –
Betterment LLC
422
Betterment LLC
New York
$893K -$115K -964 -11%
SWP
423
Summit Wealth Partners
Florida
$891K -$20.2K -170 -2%
AWE
424
Avidian Wealth Enterprises
Texas
$877K -$24.5K -206 -3%
HPM
425
Hudson Portfolio Management
New York
$876K -$119K -1,000 -12%
15 16
17
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