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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 %
CWP
401
Core Wealth Partners
California
$976K +$324K +2,722 +50%
AA
402
Armis Advisers
Georgia
$973K -$63.2K -536 -6%
SWTS
403
Stonehaven Wealth & Tax Solutions
Wisconsin
$973K -$715 -6 -0.1%
OC
404
Oarsman Capital
Wisconsin
$964K -$253K -2,123 -21%
GG
405
GenWealth Group
New Jersey
$960K -$76.6K -643 -7%
Lazard Asset Management
406
Lazard Asset Management
New York
$955K -$867K – –
SNWA
407
Siligmueller & Norvid Wealth Advisors
Illinois
$949K +$949K +8,050 New
IA
408
IFG Advisory
Georgia
$944K +$38K +319 +4%
OP
409
ORG Partners
Indiana
$942K +$64.6K +543 +7%
SMWM
410
Silvia McColl Wealth Management
California
$942K +$1.07K +9 +0.1%
CFA
411
Camarda Financial Advisors
Florida
$934K +$125K +1,049 +15%
MWM
412
MorganRosel Wealth Management
Colorado
$933K +$56.4K +474 +6%
LFAS
413
Level Four Advisory Services
Texas
$930K -$69.3K -582 -7%
SC
414
Summa Corp
Texas
$928K +$169K +1,423 +22%
SCA
415
Snowden Capital Advisors
New York
$925K -$39.5K -332 -4%
ECA
416
Elevated Capital Advisors
Utah
$921K – – –
EWM
417
Empirical Wealth Management
Washington
$917K +$107K +898 +13%
FMI
418
F/M Investments
District of Columbia
$906K +$1.67K +14 +0.2%
OAS
419
Optivise Advisory Services
Tennessee
$905K – – –
TCCM
420
Timber Creek Capital Management
Massachusetts
$904K +$60.2K +506 +7%
RIA
421
Regal Investment Advisors
Michigan
$897K -$8.81K -74 -1%
PAYA
422
Phil A. Younker & Associates
Alaska
$893K – – –
Betterment LLC
423
Betterment LLC
New York
$893K -$115K -964 -11%
SWP
424
Summit Wealth Partners
Florida
$891K -$20.2K -170 -2%
AWE
425
Avidian Wealth Enterprises
Texas
$877K -$24.5K -206 -3%
15 16
17
18 19