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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 %
SWP
76
Strategic Wealth Partners
Ohio
$23.4M +$23.4M +196,200 New
HC
77
Hoese & Co
Minnesota
$22.8M +$274K +2,299 +1%
RSWM
78
Robertson Stephens Wealth Management
California
$22.7M +$19M +159,805 +523%
AWA
79
AmeriServ Wealth Advisors
Pennsylvania
$22.4M +$2.88M +24,182 +15%
HFS
80
Hantz Financial Services
Michigan
$21.9M +$21.7M +182,397 +11,921%
Lido Advisors
81
Lido Advisors
California
$21.3M -$7.02M -58,915 -25%
BB
82
Berkshire Bank
Massachusetts
$20.7M +$994K +8,349 +5%
MML Investors Services
83
MML Investors Services
Massachusetts
$20.3M -$255K -2,142 -1%
CLGM
84
Capitolis Liquid Global Markets
New York
$19.4M -$12.3M -103,200 -39%
BCI
85
Brinker Capital Investments
Pennsylvania
$19M -$2.14M -17,959 -10%
JE
86
JMAC Enterprises
Pennsylvania
$18.9M +$4.4M +36,943 +30%
VRM
87
Vectors Research Management
New York
$18.7M +$6.55M +55,008 +54%
BIP
88
Blueprint Investment Partners
North Carolina
$18.5M +$11.2M +94,278 +153%
AWM
89
AE Wealth Management
Kansas
$18.4M -$1.86M -15,594 -9%
NA
90
NewEdge Advisors
Louisiana
$18.2M +$4.11M +34,543 +29%
GB
91
Gunma Bank
Japan
$17.9M – – –
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.7M -$3.24M -27,198 -15%
FAT
93
First American Trust
California
$17.5M +$4.89M +41,092 +39%
RWP
94
RWA Wealth Partners
Massachusetts
$17.5M -$5.82M -48,859 -25%
CISOA
95
Capital Investment Services of America
Wisconsin
$17.2M -$20.2K -170 -0.1%
MC
96
Mirabaud & Cie
Switzerland
$17M +$1.32M +11,045 +8%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$16.8M -$13K -109 -0.1%
CC
98
Courier Capital
New York
$16.6M +$5.9M +49,569 +55%
HTC
99
Haverford Trust Company
Pennsylvania
$16.6M -$48.6K -408 -0.3%
FTUS
100
Flow Traders U.S.
New York
$16.5M +$16.5M +138,361 New
2 3
4
5 6