IEI icon

iShares 3-7 Year Treasury Bond ETF

761 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 89 funds opening new positions, 271 increasing their positions, 296 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 763761 (-2)

8% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 296

1.34% less ownership

Funds ownership: 83.41%82.06% (-1.3%)

Holders
761
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$104M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$986K
HS
402
Horan Securities
United States
$984K
OAJ
403
Ogorek Anthony Joseph
New York
$983K
GM
404
GeoWealth Management
Illinois
$980K
CWP
405
Core Wealth Partners
California
$976K
AA
406
Armis Advisers
Georgia
$973K
SWTS
407
Stonehaven Wealth & Tax Solutions
Wisconsin
$973K
OC
408
Oarsman Capital
Wisconsin
$964K
GG
409
GenWealth Group
New Jersey
$960K
Lazard Asset Management
410
Lazard Asset Management
New York
$955K
SNWA
411
Siligmueller & Norvid Wealth Advisors
Illinois
$949K
IA
412
IFG Advisory
Georgia
$944K
OP
413
ORG Partners
Indiana
$942K
SMWM
414
Silvia McColl Wealth Management
California
$942K
CFA
415
Camarda Financial Advisors
Florida
$934K
MWM
416
MorganRosel Wealth Management
Colorado
$933K
LFAS
417
Level Four Advisory Services
Texas
$930K
SC
418
Summa Corp
Texas
$928K
SCA
419
Snowden Capital Advisors
New York
$925K
ECA
420
Elevated Capital Advisors
Utah
$921K
EWM
421
Empirical Wealth Management
Washington
$917K
FMI
422
F/M Investments
District of Columbia
$906K
OAS
423
Optivise Advisory Services
Tennessee
$905K
TCCM
424
Timber Creek Capital Management
Massachusetts
$904K
RIA
425
Regal Investment Advisors
Michigan
$897K