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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 %
DWM
201
Darwin Wealth Management
Florida
$5.31M -$455K -3,819 -8%
1NWS
202
1 North Wealth Services
Maryland
$5.25M +$3.17M +26,624 +153%
JWM
203
JPL Wealth Management
Colorado
$5.1M +$522K +4,380 +11%
CBA
204
Coastal Bridge Advisors
Connecticut
$5.07M +$142K +1,189 +3%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$5.05M -$7.31M -61,365 -59%
VFA
206
Values First Advisors
Tennessee
$5M -$80.4K -675 -2%
DADC
207
D.A. Davidson & Co
Montana
$4.98M -$779K -6,538 -14%
MCM
208
Monument Capital Management
Virginia
$4.95M +$4.95M +41,542 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$4.94M -$7.07M -59,336 -59%
Renaissance Technologies
210
Renaissance Technologies
New York
$4.93M -$1.49M -12,500 -23%
PA
211
Pinnacle Associates
New York
$4.9M +$151K +1,268 +3%
AI
212
Arvest Investments
Arkansas
$4.9M -$30.5K -256 -0.6%
CKAIS
213
Christensen King & Associates Investment Services
Washington
$4.85M -$1.67K -14 -0%
DAS
214
Dynamic Advisor Solutions
Arizona
$4.82M -$248K -2,084 -5%
EWM
215
Edge Wealth Management
New York
$4.79M +$1.29M +10,853 +37%
MLM
216
Mount Lucas Management
Pennsylvania
$4.73M -$2.18M -18,333 -32%
SP
217
Sequent Planning
Nebraska
$4.68M +$303K +2,541 +7%
TCA
218
Transcend Capital Advisors
New Jersey
$4.61M -$552K -4,637 -11%
UW
219
Unique Wealth
Florida
$4.61M +$2.81M +23,583 +156%
SB
220
Semitam Bonam
New York
$4.58M +$4.58M +38,464 New
YDMI
221
Y.D. More Investments
Israel
$4.58M -$223K -1,870 -5%
SMFG
222
Sumitomo Mitsui Financial Group
Japan
$4.55M +$261K +2,188 +6%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$4.55M -$3.46M -29,051 -43%
MA
224
MAS Advisors
Florida
$4.5M -$1.17M -9,814 -21%
DSAM
225
Dock Street Asset Management
Florida
$4.48M -$521K -4,378 -10%
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