IEI icon

iShares 3-7 Year Treasury Bond ETF

770 hedge funds and large institutions have $14.2B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 344 increasing their positions, 220 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:

1% more funds holding

Funds holding: 766770 (+4)

2% less call options, than puts

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

7% less funds holding in top 10

Funds holding in top 10: 6157 (-4)

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
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
PFM
551
Potomac Fund Management
Florida
$354K
FG
552
Foster Group
Iowa
$352K
PFA
553
Petra Financial Advisors
Colorado
$352K
BW
554
Blalock Williams
Alabama
$348K
NWM
555
Napa Wealth Management
California
$346K
JWM
556
JGP Wealth Management
Oregon
$342K
PWP
557
Principle Wealth Partners
Connecticut
$339K
FHC
558
First Heartland Consultants
Missouri
$333K
SA
559
SFI Advisors
New Jersey
$329K
MFG
560
Mosaic Financial Group
Illinois
$329K
UI
561
Unconventional Investor
New Hampshire
$327K
BL
562
BFSG LLC
California
$324K
RF
563
Rossby Financial
Florida
$322K
WMA
564
West Michigan Advisors
Michigan
$321K
EA
565
Enclave Advisors
Texas
$318K
PFG
566
Prosperity Financial Group
California
$318K
DIA
567
Dana Investment Advisors
Wisconsin
$318K
FA
568
Fiducient Advisors
Illinois
$314K
CWMA
569
Capstone Wealth Management (Alabama)
Alabama
$312K
VPI
570
Value Partners Investments
Manitoba, Canada
$311K
BB
571
Busey Bank
Illinois
$310K
UBP
572
Union Bancaire Privee
Switzerland
$309K
PPW
573
Pasadena Private Wealth
California
$301K
VWM
574
Valley Wealth Managers
New Jersey
$301K
DF
575
Dunhill Financial
United Kingdom
$299K