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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
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 %
PWM
176
Proathlete Wealth Management
Florida
$6.32M +$306K +2,568 +5%
FFG
177
Foundry Financial Group
New Hampshire
$6.31M +$237K +1,988 +4%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$6.31M +$1.88M +15,794 +42%
WAM
179
Worth Asset Management
Texas
$6.22M +$1.44M +12,056 +30%
ASN
180
Advisory Services Network
Georgia
$6.21M +$1.13M +9,576 +22%
NFG
181
Nations Financial Group
Iowa
$6.18M +$738K +6,196 +14%
GVAG
182
Great Valley Advisor Group
Delaware
$6.12M +$177K +1,487 +3%
CA
183
Clearstead Advisors
Ohio
$6.11M -$21.5M -180,703 -78%
SB
184
Strategic Blueprint
Georgia
$6.04M -$66.5K -558 -1%
FMN
185
Financial Management Network
California
$6.02M -$678K -5,742 -10%
HI
186
Harbour Investments
Wisconsin
$5.96M -$278K -2,337 -4%
LWM
187
Latko Wealth Management
Illinois
$5.94M -$611K -5,133 -9%
CIA
188
Concurrent Investment Advisors
Florida
$5.88M +$4.55M +38,231 +342%
TFA
189
TPG Financial Advisors
Oregon
$5.87M +$2.22M +18,667 +61%
A
190
AlphaQuest
New York
$5.86M +$5.86M +49,217 New
CCM
191
Crabel Capital Management
California
$5.85M +$3.15M +26,439 +116%
TVAMP
192
Tennessee Valley Asset Management Partners
Tennessee
$5.83M +$60.4K +507 +1%
Corient Private Wealth
193
Corient Private Wealth
Florida
$5.76M +$282K +2,364 +5%
TIAM2
194
Tru Independence Asset Management 2
Oregon
$5.76M +$274K +2,298 +5%
CNB
195
Camden National Bank
Maine
$5.65M +$346K +2,902 +7%
GDP
196
Great Diamond Partners
Maine
$5.61M -$17.7K -149 -0.3%
ANTB
197
AMG National Trust Bank
Colorado
$5.57M -$2.62K -22 -0%
FTS
198
Fifth Third Securities
Ohio
$5.52M -$467K -3,920 -8%
CTI
199
Community Trust & Investment
Kentucky
$5.49M +$1.29M +10,828 +31%
LHWM
200
Lake Hills Wealth Management
Texas
$5.37M +$220K +1,850 +4%
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