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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 %
NC
726
NewSquare Capital
Pennsylvania
$7.86K – – –
FDCP
727
Foster Dykema Cabot & Partners
Massachusetts
$6.79K – – –
GI
728
GAMMA Investing
California
$6.55K – – –
MLA
729
MB, Levis & Associates
Pennsylvania
$5.96K – – –
AUB
730
Atlantic Union Bankshares
Virginia
$5.84K +$5.84K +49 New
FWA
731
Flagship Wealth Advisors
Massachusetts
$5.48K +$2.5K +21 +84%
BONH
732
Bank of New Hampshire
New Hampshire
$5.36K – – –
QWM
733
Quaker Wealth Management
New Jersey
$4.76K +$4.76K +40 New
ABWM
734
Alpine Bank Wealth Management
Colorado
$4.29K +$4.29K +36 New
TAM
735
Townsend Asset Management
North Carolina
$4.17K – – –
AIC
736
Archer Investment Corporation
Indiana
$4.06K – – –
TSMHT
737
Thurston Springer Miller Herd & Titak
Indiana
$3.81K – – –
PSFG
738
Park Square Financial Group
Georgia
$3.33K -$8.57K -72 -72%
VanEck Associates
739
VanEck Associates
New York
$3K -$6.86K -64 -70%
AFG
740
Albion Financial Group
Utah
$2.86K +$2.86K +24 New
AC
741
AlphaCore Capital
California
$2.5K – – –
SAM
742
Smartleaf Asset Management
Massachusetts
$2.38K -$30.1K -253 -93%
DWM
743
Dogwood Wealth Management
Kansas
$2.24K +$2.24K +19 New
IWM
744
IMG Wealth Management
Florida
$2.15K – – –
ST
745
Smithfield Trust
Pennsylvania
$2K -$1.14K -8 -36%
IF
746
Integrity Financial
Wyoming
$1.55K – – –
MYIA
747
Mount Yale Investment Advisors
Colorado
$1.49K +$1.49K +13 New
FGC
748
Financial Gravity Companies
Texas
$1.43K +$1.43K +12 New
HR
749
Howe & Rusling
New York
$1.07K -$596 -5 -36%
SAS
750
Spurstone Advisory Services
Connecticut
$952 – – –
28 29
30
31 32