IEI icon

iShares 3-7 Year Treasury Bond ETF

766 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 272 increasing their positions, 299 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0% less funds holding

Funds holding: 767766 (-1)

9% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 299

1.26% less ownership

Funds ownership: 83.44%82.18% (-1.3%)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$128M
Puts
$104M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$9.12M
MCM
152
MAI Capital Management
Ohio
$9.08M
RWM
153
Ritholtz Wealth Management
New York
$9.04M
RCM
154
Ridgepath Capital Management
Tennessee
$8.86M
WCWM
155
Wooster Corthell Wealth Management
Connecticut
$8.77M
PAG
156
Private Advisor Group
New Jersey
$8.73M
DAS
157
Diversify Advisory Services
Utah
$8.71M
MWC
158
MBM Wealth Consultants
Missouri
$8.68M
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8.4M
VPP
160
Vertex Planning Partners
Illinois
$8.28M
PPWP
161
Premier Path Wealth Partners
New Jersey
$8.15M
AI
162
Atria Investments
North Carolina
$8.07M
ETC
163
Exchange Traded Concepts
Oklahoma
$7.63M
SCM
164
Sollinda Capital Management
Florida
$7.61M
CG
165
CFO4Life Group
Texas
$7.6M
CCA
166
Checchi Capital Advisers
California
$7.59M
PG
167
Proffitt & Goodson
Tennessee
$7.48M
EAM
168
Everstar Asset Management
North Carolina
$7.29M
SWA
169
Stratos Wealth Advisors
Ohio
$7.28M
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.16M
Comerica Bank
171
Comerica Bank
Texas
$7.05M
JIR
172
James Investment Research
Ohio
$7.05M
DC
173
Davenport & Co
Virginia
$6.65M
TC
174
Trilogy Capital
California
$6.62M
AWM
175
Axxcess Wealth Management
California
$6.59M