IEI icon

iShares 3-7 Year Treasury Bond ETF

773 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 87 funds opening new positions, 346 increasing their positions, 221 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: 768773 (+5)

2% less call options, than puts

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

5% less funds holding in top 10

Funds holding in top 10: 6158 (-3)

Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
MBTD
551
Mechanics Bank - Trust Department
California
$359K
JFG
552
JMG Financial Group
Illinois
$358K
GFG
553
Goldstone Financial Group
Illinois
$357K
PFM
554
Potomac Fund Management
Florida
$354K
FG
555
Foster Group
Iowa
$352K
PFA
556
Petra Financial Advisors
Colorado
$352K
BW
557
Blalock Williams
Alabama
$348K
NWM
558
Napa Wealth Management
California
$346K
JWM
559
JGP Wealth Management
Oregon
$342K
PWP
560
Principle Wealth Partners
Connecticut
$339K
FHC
561
First Heartland Consultants
Missouri
$333K
SA
562
SFI Advisors
New Jersey
$329K
MFG
563
Mosaic Financial Group
Illinois
$329K
UI
564
Unconventional Investor
New Hampshire
$327K
BL
565
BFSG LLC
California
$324K
RF
566
Rossby Financial
Florida
$322K
WMA
567
West Michigan Advisors
Michigan
$321K
EA
568
Enclave Advisors
Texas
$318K
PFG
569
Prosperity Financial Group
California
$318K
DIA
570
Dana Investment Advisors
Wisconsin
$318K
FA
571
Fiducient Advisors
Illinois
$314K
CWMA
572
Capstone Wealth Management (Alabama)
Alabama
$312K
VPI
573
Value Partners Investments
Manitoba, Canada
$311K
BB
574
Busey Bank
Illinois
$310K
UBP
575
Union Bancaire Privee
Switzerland
$309K