IEI icon

iShares 3-7 Year Treasury Bond ETF

835 hedge funds and large institutions have $14.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 355 increasing their positions, 225 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $14.3B → $14.7B (+$384M)

0.07% more ownership

Funds ownership: 83.44%83.51% (+0.07%)

5% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $15.9M

Holders
835
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$15.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$17.2M
CC
102
Courier Capital
New York
$17.1M
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$16.7M
CCM
104
Canal Capital Management
Virginia
$16.5M
SPWM
105
Spartan Planning & Wealth Management
North Carolina
$16.2M
UB
106
Umpqua Bank
Oregon
$16.2M
RWP
107
RWA Wealth Partners
Massachusetts
$16.2M
FF
108
Foronjy Financial
California
$16.1M
EPP
109
ETF Portfolio Partners
Kansas
$16M
AWM
110
Austin Wealth Management
Texas
$15.7M
AWA
111
AmeriServ Wealth Advisors
Pennsylvania
$15.5M
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$15.3M
CIM
113
Confluence Investment Management
Missouri
$15M
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$15M
P
115
&Partners
Tennessee
$14.9M
M&T Bank
116
M&T Bank
New York
$14.1M
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.1M
Corient Private Wealth
118
Corient Private Wealth
Florida
$14M
LIM
119
Leavell Investment Management
Alabama
$13.9M
CFG
120
Citizens Financial Group
Rhode Island
$13.7M
BDFN
121
Bond & Devick Financial Network
Minnesota
$13.2M
WIC
122
Woodmont Investment Counsel
Tennessee
$13.2M
CAP
123
Cordoba Advisory Partners
New York
$13.1M
GC
124
Gould Capital
Washington
$12.7M
PFPG
125
Pinnacle Financial Partners (Georgia)
Georgia
$12.5M