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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 %
GFG
576
Goldstone Financial Group
Illinois
$276K +$37.6K +318 +16%
FFC
577
Frederick Financial Consultants
Maryland
$275K -$22.1K -186 -7%
CCA
578
Cobblestone Capital Advisors
New York
$273K – – –
CA
579
Calton & Associates
Florida
$273K +$273K +2,293 New
PIMG
580
Patriot Investment Management Group
Tennessee
$272K +$9.65K +81 +4%
WA
581
Westfuller Advisors
New York
$269K +$2.38K +20 +0.9%
BA
582
Brightwater Advisory
Florida
$269K +$44.7K +375 +20%
GWP
583
Gateway Wealth Partners
Wisconsin
$267K +$267K +2,246 New
HT
584
Headlands Technologies
Illinois
$266K +$96.5K +810 +57%
SC
585
SouthState Corp
Florida
$263K +$3.57K +30 +1%
DFA
586
DHK Financial Advisors
New Hampshire
$262K -$262K -2,200 -50%
KWMG
587
King Wealth Management Group
Florida
$260K +$12.3K +103 +5%
MLA
588
My Legacy Advisors
Oregon
$259K +$49.5K +419 +24%
SSA
589
SSA Swiss Advisors
$255K -$49.2K -416 -16%
RFP
590
Root Financial Partners
California
$254K +$254K +2,131 New
PIA
591
Perennial Investment Advisors
California
$254K -$42.6K -358 -14%
UAS
592
United Asset Strategies
New York
$252K -$26K -218 -9%
DIP
593
DT Investment Partners
Pennsylvania
$251K +$29.1K +244 +13%
MPCL
594
My Personal CFO LLC
Washington
$250K – – –
NP
595
NorthRock Partners
Minnesota
$248K -$43.2K -363 -15%
W
596
Wealthquest
Ohio
$246K +$11.8K +99 +5%
FFM
597
Flagstone Financial Management
Nebraska
$243K -$5.12K -43 -2%
TFA
598
Tobias Financial Advisors
Florida
$243K – – –
DIA
599
Dana Investment Advisors
Wisconsin
$240K -$24.8K -208 -9%
CPSC
600
Carl P. Sherr & Co
Massachusetts
$240K +$240K +2,015 New
22 23
24
25 26