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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
$258M
2
AAG
Armstrong Advisory Group
Massachusetts
$112M
3
UBS Group
UBS Group
Switzerland
$261M
4
BEI
Benjamin Edwards Inc
Missouri
$70.8M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
$50.1M

Top Sellers

1
WL
WIT LLC
District of Columbia
$294M
2
Invesco
Invesco
Georgia
$511M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$12.2M
4
Bank of America
Bank of America
North Carolina
$809M
5
HNB
Huntington National Bank
Ohio
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
776
Founders Financial Securities
Maryland
– -$583K -4,902 Closed
CFG
777
Cooper Financial Group
California
– -$576K -4,877 Closed
GPA
778
Guerra Pan Advisors
New Jersey
– -$552K -4,669 Closed
OC
779
Oppenheimer & Co
New York
– -$501K -4,241 Closed
B
780
Bailard
California
– -$486K -4,115 Closed
NCFG
781
New Century Financial Group
New Jersey
– -$477K -4,040 Closed
FCI
782
Financial Counselors Inc
Kansas
– -$460K -3,892 Closed
SC
783
Savant Capital
Illinois
– -$421K -3,565 Closed
EWA
784
ERTS Wealth Advisors
Michigan
– -$412K -3,486 Closed
LMKC
785
L.M. Kohn & Company
Ohio
– -$404K -3,419 Closed
CA
786
Crumly & Associates
Illinois
– -$386K -3,265 Closed
MPW
787
MGO Private Wealth
California
– -$386K -3,264 Closed
LJAC
788
L.J. Altfest & Co
New York
– -$381K -3,229 Closed
DFP
789
Defined Financial Planning
California
– -$371K -3,144 Closed
CWMA
790
Capstone Wealth Management (Alabama)
Alabama
– -$356K -3,012 Closed
BFO
791
Boston Family Office
Massachusetts
– -$347K -2,934 Closed
KCM
792
Kathmere Capital Management
Pennsylvania
– -$340K -2,880 Closed
SPW
793
Surience Private Wealth
Washington
– -$335K -2,833 Closed
Fisher Asset Management
794
Fisher Asset Management
Washington
– -$323K -2,732 Closed
AFM
795
Armstrong Fleming & Moore
District of Columbia
– -$315K -2,669 Closed
B
796
Bellecapital
Switzerland
– -$291K -2,466 Closed
DTC
797
Davidson Trust Company
Washington
– -$290K -2,457 Closed
ACM
798
Avalon Capital Management
California
– -$287K -2,427 Closed
Wolverine Trading
799
Wolverine Trading
Illinois
– -$254K -2,150 Closed
TPA
800
Trivium Point Advisory
Connecticut
– -$245K -2,072 Closed
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