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iShares 3-7 Year Treasury Bond ETF (IEI) Institutional Ownership

iShares 3-7 Year Treasury Bond ETF logo
$119.98 +0.09 (+0.08%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Number of
Institutional Buyers
(last 12 months)
619
Total
Institutional Inflows
(last 12 months)
$4.28B
Number of
Institutional Sellers
(last 12 months)
400
Total
Institutional Outflows
(last 12 months)
$2.15B
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IEI Institutional Buying and Selling by Quarter

iShares 3-7 Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 SevenBridge Financial Group LLC15,878$1.89M0.3%-6.5%0.012%
9/4/2025 Osaic Holdings Inc.499,867$59.42M0.1%+95.3%0.375%
8/29/2025 Centaurus Financial Inc.1,644$196K0.0%-6.6%0.001%
8/27/2025 Orion Porfolio Solutions LLC159,832$19.03M0.2%-10.1%0.120%
8/22/2025 TT Capital Management LLC4,526$534K0.2%N/A0.003%
8/20/2025 Coppell Advisory Solutions LLC2,014$239K0.0%N/A0.002%
8/19/2025 B. Riley Wealth Advisors Inc.1,901$226K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC52,483$6.21M0.1%+22.3%0.039%
8/19/2025 Delos Wealth Advisors LLC283$34K0.0%N/A0.000%
8/18/2025 Geneos Wealth Management Inc.25,336$3.02M0.1%+17.7%0.019%
8/18/2025 Hershey Financial Advisers LLC31,285$3.73M3.3%N/A0.023%
8/18/2025 Kestra Investment Management LLC3,113$371K0.0%N/A0.002%
8/16/2025 Evergreen Capital Management LLC638,391$76.03M2.3%+19.3%0.479%
8/16/2025 Headlands Technologies LLC2,233$266K0.0%+56.9%0.002%
8/15/2025 Strategic Investment Advisors MI16,931$2.01M0.2%-5.7%0.013%
8/15/2025 Tower Research Capital LLC TRC 2,750$327K0.0%+4,483.3%0.002%
8/15/2025 SkyView Investment Advisors LLC295,867$35.17M5.0%-0.3%0.222%
8/15/2025 Blue Edge Capital LLC5,018$598K0.1%-12.0%0.004%
8/15/2025 Corient Private Wealth LLC48,392$5.76M0.0%+5.1%0.036%
8/15/2025 Captrust Financial Advisors3,650,688$434.76M1.0%+4.1%2.737%
8/15/2025 Keel Point LLC76,632$9.13M0.6%-1.3%0.057%
8/15/2025 Visionary Wealth Advisors26,879$3.20M0.2%+62.6%0.020%
8/15/2025 Voya Financial Advisors Inc.8,601$1.02M0.1%+65.1%0.006%
8/15/2025 Two Sigma Securities LLC3,119$371K0.0%+42.9%0.002%
8/15/2025 Snowden Capital Advisors LLC7,770$925K0.0%-4.1%0.006%
8/15/2025 Riggs Asset Managment Co. Inc.17,163$2.04M0.5%-3.7%0.013%
8/15/2025 Orion Porfolio Solutions LLC25,324$2.87M0.0%-85.8%0.019%
8/15/2025 MML Investors Services LLC170,767$20.34M0.1%-1.2%0.128%
8/15/2025 Modern Wealth Management LLC26,624$3.17M0.1%N/A0.020%
8/15/2025 Lazard Asset Management LLC8,028$955K0.0%+9.3%0.006%
8/15/2025 Hilton Capital Management LLC126,131$15.02M1.2%-38.4%0.095%
8/15/2025 IHT Wealth Management LLC22,904$2.73M0.1%-36.0%0.017%
8/15/2025 Great Valley Advisor Group Inc.51,390$6.12M0.1%+3.0%0.039%
8/15/2025 EP Wealth Advisors LLC21,073$2.51M0.0%+691.0%0.016%
8/15/2025 Curi Capital LLC460,446$54.84M1.0%+1.7%0.345%
8/15/2025 Benjamin Edwards Inc.594,833$70.84M0.9%+399.4%0.446%
8/15/2025 BNP Paribas Financial Markets95,405$11.36M0.0%+1,793.7%0.072%
8/15/2025 Black Maple Capital Management LP87,000$10.36M4.7%+335.0%0.065%
8/15/2025 Acas LLC1,738$207K0.1%-12.5%0.001%
8/15/2025 Ameriprise Financial Inc.2,741,689$327.06M0.1%+11.8%2.055%
8/14/2025 Gould Capital LLC106,626$12.70M8.5%-0.1%0.080%
8/14/2025 Vista Capital Partners Inc.3,074$366K0.0%-6.3%0.002%
8/14/2025 Camarda Financial Advisors LLC7,843$934K0.4%+15.4%0.006%
8/14/2025 Raymond James Financial Inc.1,295,655$154.30M0.1%-6.3%0.971%
8/14/2025 Darwin Wealth Management LLC44,610$5.31M1.8%N/A0.033%
8/14/2025 Peak Asset Management LLC6,389$761K0.1%-3.1%0.005%
8/14/2025 Betterment LLC7,501$893K0.0%-11.4%0.006%
8/14/2025 Diversify Advisory Services LLC73,321$8.71M0.3%+70.3%0.055%
8/14/2025 Napa Wealth Management3,008$358K0.2%-16.3%0.002%
8/14/2025 Tennessee Valley Asset Management Partners48,982$5.83M1.5%+1.0%0.037%
8/14/2025 HUB Investment Partners LLC2,476$295K0.0%+25.7%0.002%
8/14/2025 Main Street Financial Solutions LLC28,235$3.36M0.2%+7.8%0.021%
8/14/2025 FAS Wealth Partners Inc.474$56K0.0%-42.3%0.000%
8/14/2025 Becker Capital Management Inc.30,531$3.64M0.1%+5.4%0.023%
8/14/2025 Faithward Advisors LLC7,316$871K0.1%+4.2%0.005%
8/14/2025 BNP Paribas17,143$2.04M0.1%+93.1%0.013%
8/14/2025 NewEdge Advisors LLC152,419$18.15M0.1%+29.3%0.114%
8/14/2025 Vertex Planning Partners LLC69,545$8.28M1.7%+1.8%0.052%
8/14/2025 Cary Street Partners Financial LLC12,869$1.53M0.0%+21.5%0.010%
8/14/2025 Cerity Partners LLC1,799,516$214.30M0.4%-22.8%1.349%
8/13/2025 New Harbor Financial Group LLC211,969$25.24M5.8%+0.6%0.159%
8/13/2025 StoneX Group Inc.6,973$830K0.0%+23.0%0.005%
8/13/2025 Flow Traders U.S. LLC138,361$16.48M0.6%N/A0.104%
8/13/2025 Cresset Asset Management LLC16,566$1.97M0.0%-4.6%0.012%
8/13/2025 Gateway Wealth Partners LLC2,246$267K0.1%N/A0.002%
8/13/2025 GeoWealth Management LLC8,225$980K0.0%-2.4%0.006%
8/13/2025 Royal Fund Management LLC12,146$1.45M0.1%+17.8%0.009%
8/13/2025 Great Diamond Partners LLC47,124$5.61M1.2%-0.3%0.035%
8/13/2025 Baird Financial Group Inc.126,781$15.10M0.0%+25.0%0.095%
8/13/2025 EverSource Wealth Advisors LLC5,601$667K0.0%-26.7%0.004%
8/13/2025 Invesco Ltd.4,292,100$511.15M0.1%-32.9%3.217%
8/13/2025 1832 Asset Management L.P.141,072$16.80M0.0%-0.1%0.106%
8/13/2025 CW Advisors LLC14,862$1.77M0.0%+43.2%0.011%
8/13/2025 Argyle Capital Partners LLC4,729$563K0.5%+28.3%0.004%
8/13/2025 Twin Peaks Wealth Advisors LLC451$54K0.0%N/A0.000%
8/13/2025 WCG Wealth Advisors LLC127,054$15.13M1.0%N/A0.095%
8/13/2025 D L Carlson Investment Group Inc.19,876$2.37M0.4%-23.5%0.015%
8/13/2025 M&T Bank Corp110,581$13.17M0.0%-1.9%0.083%
8/13/2025 Portfolio Design Labs LLC82,907$9.87M1.9%N/A0.062%
8/13/2025 MBM Wealth Consultants LLC72,905$8.68M2.3%+5.7%0.055%
8/13/2025 Willis Johnson & Associates Inc.238,207$28.37M1.9%+4.8%0.179%
8/13/2025 Edgestream Partners L.P.3,123$372K0.0%N/A0.002%
8/13/2025 Everstar Asset Management LLC61,237$7.29M4.4%+4.2%0.046%
8/13/2025 Lido Advisors LLC178,606$21.27M0.1%-24.8%0.134%
8/13/2025 Wealthquest Corp2,068$246K0.0%+5.0%0.002%
8/13/2025 Rinkey Investments96,176$11.45M3.4%+1.1%0.072%
8/13/2025 AmeriServ Wealth Advisors188,066$22.40M11.1%+14.8%0.141%
8/13/2025 Hsbc Holdings PLC20,763$2.47M0.0%+2.8%0.016%
8/13/2025 Level Four Advisory Services LLC7,811$930K0.0%-6.9%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.233,650$27.83M0.0%+1.5%0.175%
8/13/2025 Johnson Financial Group Inc.551,610$65.69M3.0%-1.4%0.414%
8/13/2025 Sumitomo Mitsui Financial Group Inc.38,219$4.55M0.1%+6.1%0.029%
8/13/2025 Crabel Capital Management LLC49,154$5.85M3.6%+116.4%0.037%
8/13/2025 Choreo LLC6,450$768K0.0%-3.3%0.005%
8/12/2025 Blueprint Financial Advisors LLC79,814$9.51M3.0%+400.2%0.060%
8/12/2025 J.W. Cole Advisors Inc.34,469$4.11M0.1%+40.3%0.026%
8/12/2025 Southeast Asset Advisors LLC4,331$516K0.1%+20.3%0.003%
8/12/2025 Columbia Bank122,731$14.47M4.4%+0.3%0.092%
8/12/2025 Timber Creek Capital Management LLC7,602$904K0.2%+7.1%0.006%
8/12/2025 Steward Partners Investment Advisory LLC15,755$1.88M0.0%-23.5%0.012%
(Data available from 1/1/2016 forward)

IEI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IEI shares?

During the previous two years, 922 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.43B), Bank of America Corp DE ($785.84M), Wit LLC ($567.37M), Invesco Ltd. ($511.15M), Financial Engines Advisors L.L.C. ($484.53M), Captrust Financial Advisors ($434.76M), and Morgan Stanley ($411.07M).Learn more on iShares 3-7 Year Treasury Bond ETF's institutional investors.

Which institutional investors have been buying iShares 3-7 Year Treasury Bond ETF's stock?

Of the 822 institutional investors that purchased iShares 3-7 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($9.94M), Wit LLC ($4.80M), Captrust Financial Advisors ($3.36M), National Bank of Canada FI ($2.22M), Raymond James Financial Inc. ($1.43M), Cerity Partners LLC ($1.40M), and Bank of America Corp DE ($1.00M).

How much institutional buying is happening at iShares 3-7 Year Treasury Bond ETF?

Institutional investors have bought a total of 36,294,808 shares in the last 24 months. This purchase volume represents approximately $4.28B in transactions.

Which of iShares 3-7 Year Treasury Bond ETF's major shareholders have been selling company stock?

Of the 400 institutional investors that sold iShares 3-7 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($2.73M), FMR LLC ($2.51M), Invesco Ltd. ($2.11M), Johnson Financial Group Inc. ($674.47K), Envestnet Asset Management Inc. ($618.97K), Tanglewood Wealth Management Inc. ($592.14K), and Cerity Partners LLC ($530.34K).

How much institutional selling is happening at iShares 3-7 Year Treasury Bond ETF?

Institutional investors have sold a total of 18,216,014 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


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This page (NASDAQ:IEI) was last updated on 9/10/2025 by MarketBeat.com Staff
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