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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 %
HNB
26
Huntington National Bank
Ohio
$113M -$109M – –
AAG
27
Armstrong Advisory Group
Massachusetts
$112M +$65.7M +551,950 +141%
BlackRock
28
BlackRock
New York
$99.2M +$33M +277,270 +50%
FWI
29
Facet Wealth Inc
Maryland
$92.9M +$9.25M +78,176 +11%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$89.3M +$1.28M +10,777 +1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$76.9M +$12M +100,552 +18%
ECM
32
Evergreen Capital Management
Washington
$76M +$12.3M +103,230 +19%
BEI
33
Benjamin Edwards Inc
Missouri
$70.8M +$56.7M +475,718 +399%
SPIA
34
Strategic Point Investment Advisors
Rhode Island
$69.6M +$435K +3,656 +0.6%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$69.4M +$13M +108,795 +23%
CF
36
Clarity Financial
Texas
$69.1M +$686K +5,759 +1%
SFG
37
SNS Financial Group
Minnesota
$68.4M +$1.77M +14,829 +3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$66.3M -$802K -6,736 -1%
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.7M -$911K -7,650 -1%
SWP
40
Sagespring Wealth Partners
Tennessee
$57.5M +$28.7M +240,797 +99%
Mariner
41
Mariner
Kansas
$57.2M +$904K +7,590 +2%
WA
42
Waverly Advisors
Alabama
$55M -$953K -8,003 -2%
CRC
43
Curi RMB Capital
Illinois
$54.8M +$906K +7,608 +2%
Osaic Holdings
44
Osaic Holdings
Arizona
$53.4M +$23.2M +197,319 +77%
Goldman Sachs
45
Goldman Sachs
New York
$50.1M +$43.5M +365,478 +657%
SERBOO
46
School Employees Retirement Board of Ohio
Ohio
$50.1M +$50.1M +420,470 New
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$50M -$2.65M -22,222 -5%
Victory Capital Management
48
Victory Capital Management
Texas
$48.8M -$3.33M -27,985 -6%
KeyBank National Association
49
KeyBank National Association
Ohio
$45.6M +$124K +1,039 +0.3%
TPCW
50
TD Private Client Wealth
New York
$42.3M -$1.14M -9,614 -3%
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