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

iShares 3-7 Year Treasury Bond ETF logo
$117.32 +0.07 (+0.06%)
As of 06/10/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Number of
Institutional Buyers
(last 12 months)
579
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.66B
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IEI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2025 Jacobi Capital Management LLC11,812$1.40M0.1%+15.3%0.008%
5/21/2025 MBL Wealth LLC208,387$24.62M2.5%+1.8%0.149%
5/21/2025 Geneos Wealth Management Inc.21,527$2.54M0.1%+7.7%0.015%
5/20/2025 Belpointe Asset Management LLC3,313$391K0.0%-93.0%0.002%
5/20/2025 Focus Partners Wealth739,206$87.33M0.2%+10.1%0.530%
5/16/2025 Faithward Advisors LLC7,023$830K0.1%-5.3%0.005%
5/16/2025 Ascent Group LLC30,989$3.66M0.2%+12.7%0.022%
5/16/2025 Arete Wealth Advisors LLC7,670$906K0.1%-1.7%0.005%
5/16/2025 Everstar Asset Management LLC58,784$6.94M1.3%+5.6%0.042%
5/16/2025 Goldman Sachs Group Inc.55,622$6.57M0.0%-63.6%0.040%
5/16/2025 Jones Financial Companies Lllp1,192$141K0.0%-94.6%0.001%
5/16/2025 NewEdge Advisors LLC117,876$13.93M0.1%+14.9%0.084%
5/16/2025 Integrated Wealth Concepts LLC9,587$1.13M0.0%-70.8%0.007%
5/16/2025 Curi RMB Capital LLC452,838$53.50M1.3%+46.8%0.325%
5/16/2025 Algorithmic Investment Models LLC10,187$1.20M0.9%N/A0.007%
5/16/2025 1 North Wealth Services LLC17,427$2.06M1.0%+1.1%0.012%
5/15/2025 Federation des caisses Desjardins du Quebec17,971$2.12M0.0%-1.8%0.013%
5/15/2025 Capital Investment Counsel LLC21,498$2.54M0.4%+4.5%0.015%
5/15/2025 Obsido Oy4,412$521K0.4%N/A0.003%
5/15/2025 Focus Partners Advisor Solutions LLC100,551$11.88M0.2%-0.7%0.072%
5/15/2025 Royal Bank of Canada1,034,663$122.23M0.0%+5.2%0.742%
5/15/2025 Betterment LLC8,465$1M0.0%+2.6%0.006%
5/15/2025 MAI Capital Management80,136$9.47M0.1%-2.8%0.057%
5/15/2025 Wit LLC4,802,548$567.37M13.9%+273,238.0%3.443%
5/15/2025 Baird Financial Group Inc.101,451$11.99M0.0%+5.5%0.073%
5/15/2025 OLD Mission Capital LLC27,900$3.30M0.0%N/A0.020%
5/15/2025 Evergreen Capital Management LLC535,161$63.22M2.1%+8.9%0.384%
5/15/2025 Oarsman Capital Inc.10,214$1.21M0.2%-48.3%0.007%
5/15/2025 D L Carlson Investment Group Inc.25,993$3.07M0.6%-4.9%0.019%
5/14/2025 Ieq Capital LLC3,635$429K0.0%N/A0.003%
5/14/2025 CreativeOne Wealth LLC40,262$4.76M0.1%-3.4%0.029%
5/14/2025 Entrewealth LLC16,854$1.99M1.5%+7.0%0.012%
5/14/2025 PKS Advisory Services LLC8,694$1.03M0.3%+399.7%0.006%
5/14/2025 Potomac Fund Management Inc. ADV3,133$370K0.4%-10.1%0.002%
5/14/2025 Comerica Bank49,315$5.83M0.0%+29.8%0.035%
5/14/2025 Freedom Investment Management Inc.3,019$357K0.0%-14.7%0.002%
5/14/2025 Synovus Financial Corp115,969$13.70M0.2%-68.7%0.083%
5/14/2025 Napa Wealth Management3,594$425K0.2%-15.1%0.003%
5/14/2025 Jump Financial LLC10,692$1.26M0.0%-38.4%0.008%
5/14/2025 Northwestern Mutual Wealth Management Co.230,265$27.20M0.0%-1.2%0.165%
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5/14/2025 Haverford Trust Co139,405$16.47M0.2%+1.7%0.100%
5/14/2025 Cutler Capital Management LLC902$107K0.0%N/A0.001%
5/14/2025 Kestra Advisory Services LLC63,351$7.48M0.0%+16.0%0.045%
5/14/2025 MAS Advisors LLC47,559$5.62M8.6%+31.5%0.034%
5/14/2025 Rede Wealth LLC4,960$586K0.2%-12.3%0.004%
5/14/2025 1832 Asset Management L.P.141,181$16.68M0.0%-2.4%0.101%
5/14/2025 Compound Planning Inc.19,729$2.33M0.1%+31.8%0.014%
5/14/2025 Gould Capital LLC106,747$12.61M8.8%+3.9%0.077%
5/14/2025 Ameriprise Financial Inc.2,451,577$289.61M0.1%+12.0%1.757%
5/14/2025 CW Advisors LLC10,382$1.23M0.0%-4.1%0.007%
5/14/2025 Summit Financial LLC6,950$821K0.0%N/A0.005%
5/14/2025 United Asset Strategies Inc.2,332$275K0.0%N/A0.002%
5/14/2025 Partners Capital Investment Group LLP24,850$2.94M0.0%+101.1%0.018%
5/14/2025 TFB Advisors LLC14,831$1.75M0.5%-3.3%0.011%
5/14/2025 New Harbor Financial Group LLC210,656$24.89M6.6%N/A0.151%
5/14/2025 Capital Analysts LLC1,258$149K0.0%-24.9%0.001%
5/14/2025 Vertex Planning Partners LLC68,282$8.07M1.8%+6.2%0.049%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.232,879$27.58M0.3%+29.9%0.167%
5/14/2025 Crabel Capital Management LLC22,715$2.68M2.9%+555.7%0.016%
5/14/2025 Sumitomo Mitsui Financial Group Inc.36,031$4.26M0.1%+7.2%0.026%
5/14/2025 Hsbc Holdings PLC20,200$2.39M0.0%-75.4%0.014%
5/14/2025 Forefront Analytics LLC1,851$219K0.3%-92.2%0.001%
5/14/2025 RWA Wealth Partners LLC195,684$23.12M0.3%-34.7%0.140%
5/13/2025 Northern Trust Corp98,226$11.60M0.0%-45.6%0.070%
5/13/2025 Aptus Capital Advisors LLC18,718$2.21M0.0%+84.5%0.013%
5/13/2025 Keystone Global Partners LLC548$65K0.0%N/A0.000%
5/13/2025 Blue Edge Capital LLC5,705$674K0.1%+10.6%0.004%
5/13/2025 Global View Capital Management LLC1,741$206K0.1%-87.2%0.001%
5/13/2025 CacheTech Inc.2,597$307K0.1%-7.8%0.002%
5/13/2025 Cascade Financial Partners LLC26,887$3.18M0.4%+32.6%0.019%
5/13/2025 Cambiar Investors LLC4,586$542K0.0%N/A0.003%
5/13/2025 Adams Wealth Management2,597$307K0.1%-7.8%0.002%
5/13/2025 Raymond James Financial Inc.1,383,192$163.40M0.1%-3.4%0.992%
5/13/2025 DDFG Inc332,532$39.28M10.9%-3.5%0.238%
5/13/2025 Cresset Asset Management LLC17,358$2.05M0.0%-69.8%0.012%
5/13/2025 Twin Focus Capital Partners LLC12,342$1.46M0.2%+77.7%0.009%
5/13/2025 Boston Family Office LLC2,934$347K0.0%+21.6%0.002%
5/13/2025 Global Endowment Management LP20,000$2.36M0.3%-66.1%0.014%
5/13/2025 Nations Financial Group Inc. IA ADV45,664$5.40M0.4%-30.1%0.033%
5/13/2025 EverSource Wealth Advisors LLC7,637$902K0.0%-47.7%0.005%
5/13/2025 Watchman Group Inc.143,492$16.95M4.8%N/A0.103%
5/13/2025 Trivium Point Advisory LLC2,072$245K0.0%-30.0%0.001%
5/13/2025 Kovitz Investment Group Partners LLC473,839$55.98M0.3%+30.4%0.340%
5/13/2025 Heck Capital Advisors LLC33,584$3.97M0.4%-19.7%0.024%
5/13/2025 Prudential PLC39,981$4.72M0.0%-30.0%0.029%
5/13/2025 Bulltick Wealth Management LLC17,495$2.07M0.5%+3.7%0.013%
5/13/2025 HighTower Advisors LLC223,311$26.38M0.0%-6.8%0.160%
5/13/2025 Trajan Wealth LLC28,144$3.33M0.2%+5.3%0.020%
5/13/2025 Core Wealth Partners LLC5,473$647K0.4%+14.0%0.004%
5/12/2025 Tranquilli Financial Advisor LLC10,611$1.25M0.8%+93.3%0.008%
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5/12/2025 Financial Engines Advisors L.L.C.4,101,526$484.53M1.0%-1.6%2.940%
5/12/2025 Blueprint Financial Advisors LLC15,956$1.89M1.0%N/A0.011%
5/12/2025 Meridian Wealth Management LLC14,658$1.73M0.1%-23.4%0.011%
5/12/2025 Paulson Wealth Management Inc.80,158$9.47M2.7%+3.7%0.057%
5/12/2025 SouthState Corp2,175$257K0.0%N/A0.002%
5/12/2025 Cooper Financial Group4,877$576K0.1%+14.6%0.003%
5/12/2025 Blueprint Investment Partners LLC61,447$7.26M1.3%+152.8%0.044%
5/12/2025 Simplex Trading LLC12,958$1.53M0.0%+13.0%0.009%
5/12/2025 Benjamin Edwards Inc.119,115$14.07M0.2%+10.9%0.085%
5/12/2025 JPMorgan Chase & Co.12,118,309$1.43B0.1%+15.8%8.687%
(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, 893 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), Financial Engines Advisors L.L.C. ($484.53M), Envestnet Asset Management Inc. ($442.74M), Morgan Stanley ($411.07M), and Captrust Financial Advisors ($373.54M).Learn more on IEI's institutional investors.

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

Of the 792 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. ($10.84M), Wit LLC ($4.80M), Captrust Financial Advisors ($3.22M), Cerity Partners LLC ($2.66M), National Bank of Canada FI ($2.22M), and Raymond James Financial Inc. ($1.43M).

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

Institutional investors have bought a total of 2,034,208,225 shares in the last 24 months. This purchase volume represents approximately $234.53B in transactions.

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

Of the 509 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: Charles Schwab Investment Management Inc. ($3.05M), FMR LLC ($2.51M), Tanglewood Wealth Management Inc. ($1.14M), Fifth Third Bancorp ($927.26K), Johnson Financial Group Inc. ($713.60K), Charles Schwab Investment Advisory Inc. ($540.06K), and CWA Asset Management Group LLC ($460.63K).

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

Institutional investors have sold a total of 24,916,667 shares in the last 24 months. This volume of shares sold represents approximately $2.90B in transactions.



This page (NASDAQ:IEI) was last updated on 6/11/2025 by MarketBeat.com Staff
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