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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 %
OFG
501
Omega Financial Group
California
$486K – – –
KSWA
502
Kathleen S. Wright Associates
Pennsylvania
$476K -$3.57K -30 -0.7%
WCFA
503
Walkner Condon Financial Advisors
Wisconsin
$471K -$4.88K -41 -1%
IDBONY
504
Israel Discount Bank of New York
New York
$465K +$5.24K +44 +1%
MGIA
505
Moneta Group Investment Advisors
Missouri
$463K -$14.3K -120 -3%
HPA
506
High Probability Advisors
New York
$462K -$121K -1,012 -21%
BWM
507
Bulltick Wealth Management
Florida
$457K -$1.63M -13,655 -78%
WDC
508
Woodward Diversified Capital
California
$457K +$173K +1,453 +61%
SC
509
Schoolcraft Capital
Colorado
$456K -$35K -294 -7%
BAM
510
BTS Asset Management
Massachusetts
$453K +$453K +3,802 New
PP
511
PrairieView Partners
Minnesota
$450K +$20.2K +170 +5%
IAS
512
Insigneo Advisory Services
Florida
$446K +$197K +1,654 +79%
PG
513
Patten Group
Tennessee
$445K -$46.8K -393 -10%
SLG
514
Stanley-Laman Group
Pennsylvania
$444K -$9.29K -78 -2%
WPA
515
West Paces Advisors
Georgia
$427K -$11.9K -100 -3%
BAM
516
Belpointe Asset Management
Nevada
$423K +$28.5K +239 +7%
WANY
517
Wealthspire Advisors (New York)
New York
$418K -$422K -3,540 -50%
NL
518
NDWM LLC
California
$417K +$1.07K +9 +0.3%
AI
519
Arrien Investments
Idaho
$410K +$410K +3,439 New
NB
520
NBT Bank
New York
$399K – – –
Members Trust
521
Members Trust
Florida
$398K – – –
TFGT
522
TS Financial Group (TSFG)
Illinois
$393K -$53.5K -450 -12%
JSSH
523
J. Safra Sarasin Holding
$393K +$393K +3,296 New
FAM
524
Forte Asset Management
New York
$387K – – –
VAS
525
Vestmark Advisory Solutions
Massachusetts
$387K +$387K +3,247 New
19 20
21
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