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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 %
HWM
601
HB Wealth Management
Georgia
$240K +$240K +2,015 New
CAS
602
Coppell Advisory Solutions
Texas
$239K +$239K +2,014 New
AL
603
Aspiriant LLC
California
$239K -$173K -1,451 -42%
B
604
Bensler
Washington
$235K +$11.6K +97 +5%
SA
605
Sovran Advisors
California
$234K -$333K -2,822 -59%
KPWM
606
KDK Private Wealth Management
Texas
$233K +$9.88K +83 +4%
DWM
607
Dopkins Wealth Management
New York
$231K – – –
AFG
608
Arkansas Financial Group
Arkansas
$231K +$4.24K +36 +2%
FA
609
Flagstar Advisors
New York
$229K -$18.5K -155 -7%
LNB
610
Ledyard National Bank
$228K – – –
BRWA
611
B. Riley Wealth Advisors
Florida
$226K +$226K +1,901 New
SPC
612
Sigma Planning Corp
Michigan
$225K -$147K -1,231 -39%
OA
613
Oxbow Advisors
Texas
$225K +$225K +1,892 New
IFA
614
Interactive Financial Advisors
Illinois
$222K -$119 -1 -0.1%
DJSG
615
D.J. St. Germain
Massachusetts
$219K – – –
MWM
616
Modera Wealth Management
New Jersey
$214K -$12K -101 -5%
BHWM
617
Bar Harbor Wealth Management
New Hampshire
$212K +$212K +1,783 New
VVP
618
Venture Visionary Partners
Ohio
$211K +$211K +1,773 New
CCAL
619
City Center Advisors LLC
Michigan
$210K -$114K -957 -35%
EWM
620
Evercore Wealth Management
New York
$210K – – –
HSA
621
HBK Sorce Advisory
Pennsylvania
$209K +$357 +3 +0.2%
RB
622
Renasant Bank
Mississippi
$209K – – –
AL
623
ACAS LLC
California
$207K -$29.5K -248 -12%
SWA
624
Sax Wealth Advisors
New Jersey
$205K +$205K +1,725 New
DWM
625
Dakota Wealth Management
Florida
$204K -$34.8K -292 -15%
23 24
25
26 27