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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 %
BJL
801
Brighton Jones LLC
Washington
– -$243K -2,059 Closed
Empower Advisory Group
802
Empower Advisory Group
Colorado
– -$243K -2,058 Closed
FNBT
803
FineMark National Bank & Trust
Florida
– -$239K -2,020 Closed
AC
804
AIFG Consultants
New York
– -$232K -1,964 Closed
CAAS
805
Capital Asset Advisory Services
Michigan
– -$221K -1,879 Closed
KFS
806
Kelly Financial Services
Massachusetts
– -$216K -1,832 Closed
Squarepoint
807
Squarepoint
New York
– -$212K -1,798 Closed
FIA
808
Foundations Investment Advisors
Arizona
– -$207K -1,755 Closed
C
809
Certuity
Florida
– -$206K -1,745 Closed
GVCM
810
Global View Capital Management
Wisconsin
– -$206K -1,741 Closed
NG
811
Novem Group
New York
– -$205K -1,738 Closed
Manulife (Manufacturers Life Insurance)
812
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$205K -1,734 Closed
GIA
813
Gladstone Institutional Advisory
Florida
– -$204K -1,727 Closed
CGFA
814
Colton Groome Financial Advisors
North Carolina
– -$202K -1,691 Closed
CCM
815
Cutler Capital Management
Massachusetts
– -$107K -902 Closed
WF
816
Wayfinding Financial
Washington
– -$101K -857 Closed
RCA
817
Runnymede Capital Advisors
Ohio
– -$90.7K -768 Closed
EWA
818
Elevate Wealth Advisory
Georgia
– -$82.5K -698 Closed
OHWP
819
Oak Harbor Wealth Partners
North Carolina
– -$75.6K -640 Closed
TCPG
820
Trivant Custom Portfolio Group
California
– -$58.9K -499 Closed
PA
821
PSI Advisors
Florida
– -$26.3K -223 Closed
HCP
822
Hexagon Capital Partners
Arkansas
– -$25.3K -214 Closed
SIM
823
Synergy Investment Management
Florida
– -$19.3K -163 Closed
CA
824
Continuum Advisory
Idaho
– -$16.9K -143 Closed
GGI
825
Godsey & Gibb Inc
Virginia
– -$15.1K -128 Closed
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