IEI icon

iShares 3-7 Year Treasury Bond ETF

766 hedge funds and large institutions have $14.1B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 219 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 765766 (+1)

2% less call options, than puts

Call options by funds: $110M | Put options by funds: $111M

8% less funds holding in top 10

Funds holding in top 10: 6156 (-5)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$110M
Puts
$111M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Berkshire Asset Management
Pennsylvania
$697K
AWM
452
Apollon Wealth Management
South Carolina
$688K
SAS
453
Stelac Advisory Services
New York
$688K
IC
454
IEQ Capital
California
$688K
JSSH
455
J. Safra Sarasin Holding
$679K
EWA
456
EverSource Wealth Advisors
Alabama
$670K
BPC
457
Banque Pictet & Cie
Switzerland
$666K
HPM
458
Hudson Portfolio Management
New York
$658K
CST
459
Charles Schwab Trust
Nevada
$656K
IWM
460
Iams Wealth Management
Nebraska
$650K
AIC
461
Argus Investors Counsel
New York
$648K
ACP
462
Argyle Capital Partners
California
$641K
SOS
463
Silver Oak Securities
Tennessee
$639K
CWP
464
Core Wealth Partners
California
$635K
NFW
465
Noble Family Wealth
Florida
$634K
SC
466
Savant Capital
Illinois
$634K
William Blair & Company
467
William Blair & Company
Illinois
$618K
MT
468
Midwest Trust
Kansas
$607K
EFG
469
Ethos Financial Group
Pennsylvania
$605K
CWG
470
Cornerstone Wealth Group
North Carolina
$601K
CFO
471
CVA Family Office
Colorado
$593K
BEC
472
Blue Edge Capital
Virginia
$590K
FA
473
Forefront Analytics
Pennsylvania
$586K
CB
474
Cadence Bank
Mississippi
$581K
SFA
475
Sequoia Financial Advisors
Ohio
$580K