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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

750 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, 291 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
-11
Holders Change %
-1.45%
% of All Funds
10.06%
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
291
Closed
78
Calls
$128M
Puts
$104M
Net Calls
+$24.1M
Net Calls Change
-$174M

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
HNB
5
Huntington National Bank
Ohio
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
126
Independence Financial Advisors
New Hampshire
$11.6M +$374K +3,139 +3%
RI
127
Rinkey Investments
California
$11.5M +$122K +1,028 +1%
CC
128
Criteria Caixa
Spain
$11.5M +$11.5M +82,000 New
BCM
129
Boltwood Capital Management
California
$11.5M +$34.4K +289 +0.3%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$11.4M +$10.8M +90,367 +1,794%
AWS
131
Atria Wealth Solutions
New York
$11.3M -$5.14M -43,139 -31%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$11M +$5.94M +49,890 +117%
Allspring Global Investments
133
Allspring Global Investments
North Carolina
$10.9M +$3.94M +33,081 +57%
KPWS
134
Kestra Private Wealth Services
Texas
$10.5M +$1.66M +13,928 +19%
BMCM
135
Black Maple Capital Management
Wisconsin
$10.4M +$7.98M +67,000 +335%
AAS
136
Avantax Advisory Services
Texas
$9.99M +$314K +2,634 +3%
WCM
137
Wealthcare Capital Management
Virginia
$9.95M -$323K -2,713 -3%
PDL
138
Portfolio Design Labs
California
$9.87M +$9.87M +82,907 New
PWM
139
Paulson Wealth Management
Illinois
$9.72M +$169K +1,421 +2%
BFA
140
Blueprint Financial Advisors
North Carolina
$9.51M +$7.6M +63,858 +400%
WI
141
WrapManager Inc
California
$9.34M +$1.12M +9,392 +14%
UCFA
142
United Capital Financial Advisors
Texas
$9.33M +$1.65M +13,818 +21%
PP
143
Prudential plc
United Kingdom
$9.3M +$4.54M +38,100 +95%
FFBTD
144
First Financial Bank - Trust Division
Ohio
$9.24M +$182K +1,532 +2%
RWA
145
Redhawk Wealth Advisors
Minnesota
$9.23M +$9.02M +75,708 +4,289%
KP
146
Keel Point
Alabama
$9.13M -$118K -992 -1%
Citigroup
147
Citigroup
New York
$9.12M -$565K -4,741 -6%
MCM
148
MAI Capital Management
Ohio
$9.08M -$462K -3,880 -5%
RWM
149
Ritholtz Wealth Management
New York
$9.04M +$3.67M +30,853 +68%
WCWM
150
Wooster Corthell Wealth Management
Connecticut
$8.77M -$1.88M -15,764 -18%
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