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

Top Sellers

1
WL
WIT LLC
District of Columbia
$294M
2
Invesco
Invesco
Georgia
$511M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$12.2M
4
Bank of America
Bank of America
North Carolina
$809M
5
HNB
Huntington National Bank
Ohio
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$8.73M -$2.43M -20,441 -22%
DAS
152
Diversify Advisory Services
Utah
$8.71M +$3.6M +30,271 +70%
MWC
153
MBM Wealth Consultants
Missouri
$8.68M +$470K +3,947 +6%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$8.41M -$203K -1,706 -2%
VPP
155
Vertex Planning Partners
Illinois
$8.28M +$150K +1,263 +2%
PPWP
156
Premier Path Wealth Partners
New Jersey
$8.15M +$243K +2,041 +3%
AI
157
Atria Investments
North Carolina
$8.07M -$551K -4,625 -6%
ETC
158
Exchange Traded Concepts
Oklahoma
$7.63M +$7.63M +64,054 New
SCM
159
Sollinda Capital Management
Florida
$7.61M +$461K +3,873 +6%
CG
160
CFO4Life Group
Texas
$7.6M -$1.42M -11,909 -16%
CCA
161
Checchi Capital Advisers
California
$7.59M -$13.2M -111,118 -64%
PG
162
Proffitt & Goodson
Tennessee
$7.48M -$203K -1,703 -3%
EAM
163
Everstar Asset Management
North Carolina
$7.29M +$292K +2,453 +4%
SWA
164
Stratos Wealth Advisors
Ohio
$7.28M +$700K +5,876 +11%
MPPLM
165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.16M +$165K +1,388 +2%
Comerica Bank
166
Comerica Bank
Texas
$7.05M +$1.18M +9,876 +20%
JIR
167
James Investment Research
Ohio
$7.05M -$303K -2,541 -4%
DC
168
Davenport & Co
Virginia
$6.65M -$853K -7,166 -11%
TC
169
Trilogy Capital
California
$6.62M -$2.65M -22,254 -29%
AWM
170
Axxcess Wealth Management
California
$6.59M +$92.9K +780 +1%
JGC
171
J. Goldman & Co
New York
$6.55M -$11M -92,360 -63%
FFA
172
Farther Finance Advisors
California
$6.51M +$1.99M +16,742 +44%
PFS
173
Prospera Financial Services
Texas
$6.39M -$414K -3,476 -6%
MWS
174
MFA Wealth Services
California
$6.36M +$87.3K +733 +1%
KAS
175
Kestra Advisory Services
Texas
$6.33M -$1.21M -10,160 -16%
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