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

iShares 3-7 Year Treasury Bond ETF logo
$116.46 +0.42 (+0.36%)
As of 02/21/2025 03:57 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)
536
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$1.48B
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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
2/21/2025Ascent Group LLC27,504$3.18M0.2%+9.7%0.021%
2/21/2025Gould Capital LLC102,762$11.87M8.3%-0.5%0.078%
2/21/2025WNY Asset Management LLC2,448$283K0.0%-48.1%0.002%
2/21/2025 Value Partners Investments Inc.2,605$301K0.2%-9.0%0.002%
2/18/2025 Mittelman Wealth Management1,980$229K0.2%N/A0.001%
2/18/2025 GTS Securities LLC3,800$439K0.0%-97.2%0.003%
2/18/2025 Fourth Dimension Wealth LLC384$44K0.0%N/A0.000%
2/18/2025 Retirement Planning Group LLC1,887$218K0.0%N/A0.001%
2/18/2025 Blue Fin Capital Inc.35,098$4.06M0.7%+6.1%0.027%
2/18/2025 Focus Partners Advisor Solutions LLC101,239$11.70M0.2%+4.0%0.077%
2/17/2025 US Financial Advisors LLC56,534$6.53M2.0%-0.2%0.043%
2/17/2025 Waverly Advisors LLC166,281$19.21M0.3%+47.0%0.126%
2/17/2025 Willis Johnson & Associates Inc.221,161$25.56M2.0%+27.0%0.167%
2/17/2025 Visionary Wealth Advisors16,316$1.89M0.1%+799.0%0.012%
2/17/2025 TrinityPoint Wealth LLC41,289$4.77M0.7%+1.6%0.031%
2/17/2025 Strategic Wealth Partners Ltd.193,194$22.35M1.9%+1.7%0.146%
2/17/2025 Studio Investment Management LLC52,551$6.07M1.3%-10.0%0.040%
2/17/2025 Snowden Capital Advisors LLC6,224$719K0.0%+26.8%0.005%
2/17/2025 Royal Bank of Canada983,211$113.61M0.0%+3.1%0.743%
2/17/2025 NorthRock Partners LLC5,761$666K0.0%+117.3%0.004%
2/17/2025 Napa Wealth Management4,233$489K0.2%-57.9%0.003%
2/17/2025 Mmbg Investment Advisors CO.440$51K0.0%N/A0.000%
2/17/2025 Logan Capital Management Inc.1,438$166K0.0%+74.7%0.001%
2/17/2025 J. Goldman & Co LP68,450$7.91M0.2%N/A0.052%
2/17/2025 Focus Partners Wealth671,664$77.62M0.2%+3.6%0.508%
2/17/2025 Forefront Analytics LLC23,727$2.74M1.3%+120.4%0.018%
2/17/2025 Family Management Corp565$65K0.0%+150.0%0.000%
2/17/2025 Crabel Capital Management LLC3,464$400K1.3%-87.5%0.003%
2/17/2025 Cresset Asset Management LLC57,420$6.64M0.0%-44.5%0.043%
2/17/2025 Cetera Investment Advisers377,910$43.67M0.1%+23.0%0.286%
2/17/2025 Bulltick Wealth Management LLC16,866$1.95M0.4%+190.2%0.013%
2/17/2025 Captrust Financial Advisors3,232,702$373.54M1.1%+22.1%2.443%
2/17/2025 Cary Street Partners Financial LLC8,034$928K0.0%N/A0.006%
2/17/2025 Baird Financial Group Inc.96,132$11.11M0.0%+45.4%0.073%
2/17/2025 Bank of America Corp DE6,800,864$785.84M0.1%+17.3%5.140%
2/17/2025 Benjamin Edwards Inc.107,449$12.42M0.2%-20.0%0.081%
2/17/2025 BNP Paribas5,910$683K0.0%-8.7%0.004%
2/17/2025 BNP Paribas Financial Markets4,252$491K0.0%-96.1%0.003%
2/17/2025 Ameriprise Financial Inc.2,189,560$251.48M0.1%-1.1%1.655%
2/17/2025 AmeriServ Wealth Advisors169,577$19.60M10.6%N/A0.128%
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2/17/2025 Aptus Capital Advisors LLC10,146$1.17M0.0%+5,354.8%0.008%
2/17/2025 Anderson Financial Strategies LLC54,902$6.34M3.8%N/A0.041%
2/14/2025 Mercer Global Advisors Inc. ADV23,055$2.66M0.0%-10.7%0.017%
2/14/2025 Keel Point LLC78,430$9.06M0.7%-8.3%0.059%
2/14/2025 FAS Wealth Partners Inc.250,315$28.92M2.4%N/A0.189%
2/14/2025 Eagle Strategies LLC3,317$383K0.1%N/A0.003%
2/14/2025 Rehmann Capital Advisory Group90,614$10.47M0.7%-0.3%0.068%
2/14/2025 Becker Capital Management Inc.27,133$3.14M0.1%-21.9%0.021%
2/14/2025 Comerica Bank37,990$4.39M0.0%-13.1%0.029%
2/14/2025 Lido Advisors LLC320,094$36.99M0.2%+2,462.4%0.242%
2/14/2025 Northern Trust Corp180,531$20.86M0.0%+92.5%0.136%
2/14/2025 The Manufacturers Life Insurance Company 17,600$2.03M0.0%-46.8%0.013%
2/14/2025 Betterment LLC8,254$954K0.0%+8.7%0.006%
2/14/2025 Rinkey Investments95,106$10.99M3.5%+1.6%0.072%
2/14/2025 Johnson Financial Group Inc.605,888$70.36M3.3%-52.4%0.458%
2/14/2025 Two Sigma Securities LLC19,785$2.29M0.3%+62.7%0.015%
2/14/2025 Kovitz Investment Group Partners LLC363,462$42.00M0.1%-27.0%0.275%
2/14/2025 Integrated Wealth Concepts LLC32,814$3.79M0.0%-4.5%0.025%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.179,297$20.96M0.2%+60.7%0.136%
2/14/2025 Coppell Advisory Solutions LLC7,390$854K0.1%-2.1%0.006%
2/14/2025 MGO One Seven LLC37,559$4.34M0.2%+90.7%0.028%
2/14/2025 Hsbc Holdings PLC82,084$9.49M0.0%-27.4%0.062%
2/14/2025 Atlas Merchant Capital LLC222,222$25.68M22.8%+119.5%0.168%
2/14/2025 IHT Wealth Management LLC42,574$4.92M0.2%+45.6%0.032%
2/14/2025 Canal Capital Management LLC118,222$13.66M2.2%-4.7%0.089%
2/14/2025 Stifel Financial Corp1,496,001$172.86M0.2%-3.1%1.131%
2/14/2025 OneDigital Investment Advisors LLC281,554$32.53M0.4%+12.6%0.213%
2/14/2025 Vectors Research Management LLC41,807$4.83M1.6%+113.2%0.032%
2/14/2025 MML Investors Services LLC198,733$22.96M0.1%+21.7%0.150%
2/14/2025 Curi RMB Capital LLC308,533$35.65M0.8%+9.6%0.233%
2/14/2025 Freedom Investment Management Inc.3,538$409K0.0%-6.8%0.003%
2/14/2025 Frederick Financial Consultants LLC2,559$296K0.2%N/A0.002%
2/14/2025 GeoWealth Management LLC8,190$946K0.0%-38.2%0.006%
2/14/2025 Commerce Bank10,291$1.19M0.0%-9.3%0.008%
2/14/2025 Concourse Financial Group Securities Inc.24,304$2.81M0.2%+2.8%0.018%
2/14/2025 Cadence Bank4,858$561K0.0%-20.0%0.004%
2/14/2025 Adams Wealth Management2,817$326K0.1%-15.3%0.002%
2/13/2025 Global Endowment Management LP59,000$6.82M0.9%-4.8%0.045%
2/13/2025 NewEdge Advisors LLC102,632$11.86M0.1%+45.7%0.078%
2/13/2025 Insigneo Advisory Services LLC1,975$228K0.0%+13.6%0.001%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC5,009$579K0.6%N/A0.004%
2/13/2025 Main Street Financial Solutions LLC23,824$2.75M0.3%N/A0.018%
2/13/2025 Twin Focus Capital Partners LLC6,946$803K0.1%+117.1%0.005%
2/13/2025 Evergreen Capital Management LLC491,543$56.80M1.8%+1.1%0.372%
2/13/2025 Regal Investment Advisors LLC8,450$976K0.1%-30.9%0.006%
2/13/2025 United Capital Financial Advisors LLC60,440$6.98M0.1%+12.7%0.046%
2/13/2025 Jump Financial LLC17,369$2.01M0.0%-60.3%0.013%
2/13/2025 CacheTech Inc.2,817$326K0.1%-15.3%0.002%
2/13/2025 Rossby Financial LCC2,550$295K0.2%N/A0.002%
2/13/2025 Belpointe Asset Management LLC47,275$5.61M0.3%+1,040.3%0.036%
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2/13/2025 CreativeOne Wealth LLC41,691$4.82M0.1%-35.1%0.032%
2/13/2025 Mariner LLC583,032$67.37M0.1%+808.4%0.441%
2/13/2025 Synovus Financial Corp370,810$42.85M0.5%+2.7%0.280%
2/13/2025 Hudson Portfolio Management LLC9,801$1.13M1.1%+69.7%0.007%
2/13/2025 Townsquare Capital LLC6,592$762K0.0%+8.5%0.005%
2/13/2025 Rockefeller Capital Management L.P.38,466$4.45M0.0%+33.4%0.029%
2/13/2025 NFP Retirement Inc.29,350$3.39M0.3%-4.8%0.022%
2/13/2025 KDK Private Wealth Management LLC1,935$223K0.2%N/A0.001%
2/13/2025 Jaffetilchin Investment Partners LLC6,150$711K0.1%+44.8%0.005%
2/13/2025 Eley Financial Management Inc104,270$12.05M4.7%+4.7%0.079%
(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, 869 institutional investors and hedge funds held shares of iShares 3-7 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.21B), Bank of America Corp DE ($785.84M), Financial Engines Advisors L.L.C. ($481.52M), Envestnet Asset Management Inc. ($425.83M), Morgan Stanley ($411.07M), Captrust Financial Advisors ($373.54M), and FMR LLC ($347.17M).Learn more on IEI's institutional investors.

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

Of the 765 institutional investors that purchased iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.97B), JPMorgan Chase & Co. ($9.19M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.54M), National Bank of Canada FI ($1.54M), Raymond James Financial Inc. ($1.43M), 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 2,028,887,933 shares in the last 24 months. This purchase volume represents approximately $234.75B in transactions.

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

Of the 479 institutional investors that sold iShares 3-7 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($4.18M), JPMorgan Chase & Co. ($3.94M), Charles Schwab Investment Management Inc. ($3.55M), Charles Schwab Investment Advisory Inc. ($941.64K), Fifth Third Bancorp ($925.85K), Ameriprise Financial Inc. ($891.63K), and Tanglewood Wealth Management Inc. ($742.31K).

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

Institutional investors have sold a total of 31,007,265 shares in the last 24 months. This volume of shares sold represents approximately $4.65B in transactions.


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This page (NASDAQ:IEI) was last updated on 2/22/2025 by MarketBeat.com Staff
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