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
KPWS
151
Kestra Private Wealth Services
Texas
$9.52M
RCM
152
Ridgepath Capital Management
Tennessee
$9.47M
DADC
153
D.A. Davidson & Co
Montana
$9.03M
PAG
154
Private Advisor Group
New Jersey
$8.83M
LHWM
155
Lake Hills Wealth Management
Texas
$8.81M
DAS
156
Diversify Advisory Services
Utah
$8.78M
HCA
157
Heck Capital Advisors
Wisconsin
$8.76M
PA
158
Procyon Advisors
Connecticut
$8.73M
PPWP
159
Premier Path Wealth Partners
New Jersey
$8.52M
NFG
160
Nations Financial Group
Iowa
$8.51M
CIA
161
Concurrent Investment Advisors
Florida
$8.33M
MCM
162
MAI Capital Management
Ohio
$8.22M
CFP
163
Cascade Financial Partners
California
$7.97M
PDL
164
Portfolio Design Labs
California
$7.95M
WI
165
WrapManager Inc
California
$7.79M
FFG
166
Foundry Financial Group
New Hampshire
$7.79M
IWC
167
Integrated Wealth Concepts
Massachusetts
$7.74M
FAM
168
Frontier Asset Management
Wyoming
$7.64M
MPPLM
169
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.62M
PWM
170
Proathlete Wealth Management
Florida
$7.55M
DC
171
Davenport & Co
Virginia
$7.53M
SC
172
SummitTX Capital
Texas
$7.49M
TFA
173
TPG Financial Advisors
Oregon
$7.45M
JIR
174
James Investment Research
Ohio
$7.35M
CCA
175
Checchi Capital Advisers
California
$7.33M