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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 %
SS
751
Sunbelt Securities
Texas
$621 – – –
IBOK
752
Independence Bank of Kentucky
Kentucky
$357 – – –
KFI
753
Key Financial Inc
Pennsylvania
$357 – – –
DFA
754
DHJJ Financial Advisors
Illinois
$239 – – –
CM
755
Capula Management
Cayman Islands
– -$40.2M -340,510 Closed
AMC
756
Atlas Merchant Capital
New York
– -$26.3M -222,222 Closed
WG
757
Watchman Group
Texas
– -$17M -143,492 Closed
Thrivent Financial for Lutherans
758
Thrivent Financial for Lutherans
Minnesota
– -$14.3M -123,295 Closed
Nisa Investment Advisors
759
Nisa Investment Advisors
Missouri
– -$10.3M -87,500 Closed
RFA
760
Reyes Financial Architecture
California
– -$10.1M -85,238 Closed
Citadel Advisors
761
Citadel Advisors
Florida
– -$9.08M -76,827 Closed
CF
762
Corebridge Financial
Texas
– -$8.88M -75,200 Closed
FDP
763
Financiere des Professionnels
Quebec, Canada
– -$7.23M -61,200 Closed
G
764
GenTrust
Florida
– -$4.56M -38,577 Closed
LW
765
Lauer Wealth
Indiana
– -$4.07M -34,140 Closed
TC
766
TownSquare Capital
Utah
– -$3.29M -27,826 Closed
PA
767
PFG Advisors
Arizona
– -$2.96M -25,025 Closed
HOWA
768
Heritage Oak Wealth Advisors
Florida
– -$2.74M -23,157 Closed
VAG
769
VisionPoint Advisory Group
Texas
– -$2.65M -22,462 Closed
AFP
770
Ausdal Financial Partners
Iowa
– -$2.45M -20,701 Closed
ARC
771
Advisor Resource Council
Texas
– -$1.44M -12,323 Closed
JF
772
Jump Financial
Illinois
– -$1.26M -10,692 Closed
Natixis Advisors
773
Natixis Advisors
Massachusetts
– -$1.19M -10,081 Closed
XT
774
XTX Topco
Cayman Islands
– -$675K -5,714 Closed
UBS AM
775
UBS AM
Illinois
– -$673K -5,701 Closed
29 30
31
32 33