IEI icon

iShares 3-7 Year Treasury Bond ETF

826 hedge funds and large institutions have $14.6B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 354 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$361M)

0.06% less ownership

Funds ownership: 83.44%83.38% (-0.06%)

5% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $15.9M

Holders
826
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$15.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
401
Waterloo Capital
Texas
$1.16M
PAS
402
PKS Advisory Services
New York
$1.15M
MCP
403
Martin Capital Partners
Oregon
$1.15M
KF
404
Krilogy Financial
Missouri
$1.14M
HF
405
HRT Financial
New York
$1.11M
BCM
406
Brookstone Capital Management
Illinois
$1.1M
FWM
407
FLP Wealth Management
Arkansas
$1.09M
BFC
408
Bedel Financial Consulting
Indiana
$1.08M
SW
409
Simplicity Wealth
New Jersey
$1.08M
WWM
410
Western Wealth Management
Colorado
$1.08M
AAS
411
Ameritas Advisory Services
Nebraska
$1.07M
SWTS
412
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.07M
SG
413
StoneX Group
New York
$1.06M
MBT
414
Montecito Bank & Trust
California
$1.04M
PEA
415
Park Edge Advisors
Ohio
$1.03M
SC
416
Summa Corp
Texas
$1.03M
CICC
417
Capital Investment Counsel (Colorado)
Colorado
$1.03M
Pathstone Holdings
418
Pathstone Holdings
New Jersey
$1.02M
EB
419
Emprise Bank
Kansas
$1.01M
KWM
420
Koa Wealth Management
California
$1.01M
PBO
421
Peoples Bank (Ohio)
Ohio
$1M
GM
422
GeoWealth Management
Illinois
$997K
HPM
423
Hudson Portfolio Management
New York
$994K
SCA
424
Strathmore Capital Advisors
North Carolina
$994K
SWP
425
Summit Wealth Partners
Florida
$987K