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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

746 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, 267 increasing their positions, 288 reducing their positions, and 78 closing their positions.

Holders
746
Holders Change
-15
Holders Change %
-1.97%
% of All Funds
10.02%
Holding in Top 10
57
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.77%
New
87
Increased
267
Reduced
288
Closed
78
Calls
$89.9M
Puts
$103M
Net Calls
-$12.8M
Net Calls Change
-$211M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$258M
2
AAG
2
Armstrong Advisory Group
Massachusetts
$112M
3
UBS Group
3
UBS Group
Switzerland
$261M
4
BEI
4
Benjamin Edwards Inc
Missouri
$70.8M
5
SERBOO
5
School Employees Retirement Board of Ohio
Ohio
$50.1M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$294M
2
Invesco
2
Invesco
Georgia
$511M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$12.2M
4
Bank of America
4
Bank of America
North Carolina
$809M
5
Cerity Partners
5
Cerity Partners
New York
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
CFS Investment Advisory Services
New Jersey
$16.4M 137,683 +816 +0.6%
LIM
102
Leavell Investment Management
Alabama
$16.2M 135,652 -45,369 -25%
AWMT
103
AAFMAA Wealth Management & Trust
North Carolina
$16M 134,092 +134,092 New
EPP
104
ETF Portfolio Partners
Kansas
$15.2M 127,537 +6,266 +5%
WWA
105
WCG Wealth Advisors
Nevada
$15.1M 127,054 +127,054 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$15.1M 126,781 +25,330 +25%
HCM
107
Hilton Capital Management
New York
$15M 126,131 -78,620 -38%
Northern Trust
108
Northern Trust
Illinois
$14.9M 124,799 +26,573 +27%
UB
109
Umpqua Bank
Oregon
$14.5M 122,731 +424 +0.3%
AWM
110
Austin Wealth Management
Texas
$14.3M 121,160 +18,570 +18%
CFG
111
Citizens Financial Group
Rhode Island
$14.1M 118,277 +5,008 +4%
CCM
112
Coldstream Capital Management
Washington
$13.9M 116,588 +45,220 +63%
FF
113
Foronjy Financial
California
$13.7M 114,888 +114,888 New
BDFN
114
Bond & Devick Financial Network
Minnesota
$13.7M 114,833 -9 -0%
M&T Bank
115
M&T Bank
New York
$13.2M 110,581 -2,097 -2%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$12.7M 106,692 -18,248 -15%
GC
117
Gould Capital
Washington
$12.7M 106,626 -121 -0.1%
WIC
118
Woodmont Investment Counsel
Tennessee
$12.6M 105,923 -4,985 -4%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$12.5M 105,000 – –
P
120
&Partners
Tennessee
$12.3M 103,331 +14,679 +17%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$12.2M 102,483 -1,790,412 -95%
EFM
122
Eley Financial Management
Vermont
$12.1M 101,406 -3,091 -3%
FPAS
123
Focus Partners Advisor Solutions
Missouri
$12M 100,450 -101 -0.1%
AG
124
Ascent Group
Virginia
$12M 100,442 +69,453 +224%
Barclays
125
Barclays
United Kingdom
$12M 100,356 +62,356 +164%
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5
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