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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 %
DI
51
DDFG Inc
California
$40.1M +$518K +4,349 +1%
Franklin Resources
52
Franklin Resources
California
$38M +$2.05M +17,174 +6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$36.7M -$1.2M -10,083 -3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$35.5M -$11.1K -93 -0%
SIA
55
SkyView Investment Advisors
New Jersey
$35.2M -$102K -857 -0.3%
OIA
56
OneDigital Investment Advisors
Kansas
$34.7M +$571K +4,793 +2%
DWM
57
Dynasty Wealth Management
Florida
$32M -$516K -4,337 -2%
BBVA
58
Banco Bilbao Vizcaya Argentaria
Spain
$30.6M +$2.93M +24,639 +11%
CIM
59
Confluence Investment Management
Missouri
$29.7M +$24.1M +202,177 +428%
KFAA
60
Klaas Financial Asset Advisors
Illinois
$28.6M +$428K +3,591 +2%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$28.5M -$2.48M -20,998 -8%
WJA
62
Willis Johnson & Associates
Texas
$28.4M +$1.31M +10,960 +5%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$27.8M +$403K +3,385 +1%
CA
64
CSM Advisors
Pennsylvania
$27.3M -$26.7M -223,800 -49%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$27.1M +$20.5M +172,196 +312%
CWM
66
Cabot Wealth Management
Massachusetts
$26.8M -$3.08M -25,858 -10%
BS
67
Banco Santander
Spain
$25.6M -$1.07M -8,977 -4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$25.6M +$5.37M +45,118 +27%
HighTower Advisors
69
HighTower Advisors
Illinois
$25.5M -$1.14M -9,539 -4%
NHFG
70
New Harbor Financial Group
Massachusetts
$25.2M +$156K +1,313 +0.6%
US Bancorp
71
US Bancorp
Minnesota
$25.1M +$78.2K +657 +0.3%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$24.5M +$8.03M +67,413 +49%
ACA
73
Anchor Capital Advisors
Massachusetts
$23.9M -$730K -6,128 -3%
Allianz Asset Management
74
Allianz Asset Management
Germany
$23.9M +$5.49M +46,100 +30%
MW
75
MBL Wealth
North Carolina
$23.8M -$975K -8,189 -4%
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