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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 %
CIAS
101
CFS Investment Advisory Services
New Jersey
$16.4M +$97.2K +816 +0.6%
LIM
102
Leavell Investment Management
Alabama
$16.2M -$5.4M -45,369 -25%
AWMT
103
AAFMAA Wealth Management & Trust
North Carolina
$16M +$16M +134,092 New
EPP
104
ETF Portfolio Partners
Kansas
$15.2M +$746K +6,266 +5%
WWA
105
WCG Wealth Advisors
Nevada
$15.1M +$15.1M +127,054 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$15.1M +$3.02M +25,330 +25%
HCM
107
Hilton Capital Management
New York
$15M -$9.36M -78,620 -38%
Northern Trust
108
Northern Trust
Illinois
$14.9M +$3.16M +26,573 +27%
UB
109
Umpqua Bank
Oregon
$14.5M +$50K +424 +0.3%
AWM
110
Austin Wealth Management
Texas
$14.3M +$2.2M +18,570 +18%
CFG
111
Citizens Financial Group
Rhode Island
$14.1M +$596K +5,008 +4%
CCM
112
Coldstream Capital Management
Washington
$13.9M +$5.39M +45,220 +63%
FF
113
Foronjy Financial
California
$13.7M +$13.7M +114,888 New
BDFN
114
Bond & Devick Financial Network
Minnesota
$13.7M -$1.07K -9 -0%
M&T Bank
115
M&T Bank
New York
$13.2M -$250K -2,097 -2%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$12.7M -$2.17M -18,248 -15%
GC
117
Gould Capital
Washington
$12.7M -$14.4K -121 -0.1%
WIC
118
Woodmont Investment Counsel
Tennessee
$12.6M -$594K -4,985 -4%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$12.5M – – –
P
120
&Partners
Tennessee
$12.3M +$1.75M +14,679 +17%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$12.2M -$213M -1,790,412 -95%
EFM
122
Eley Financial Management
Vermont
$12.1M -$368K -3,091 -3%
FPAS
123
Focus Partners Advisor Solutions
Missouri
$12M -$12K -101 -0.1%
AG
124
Ascent Group
Virginia
$12M +$8.27M +69,453 +224%
Barclays
125
Barclays
United Kingdom
$12M +$7.43M +62,356 +164%
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5
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