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

iShares 3-7 Year Treasury Bond ETF logo
$117.13 -0.35 (-0.30%)
As of 02:36 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
581
Total
Institutional Inflows
(last 12 months)
$3.75B
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
5/21/2025MBL 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%
5/20/2025Belpointe 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%
5/14/2025 Haverford Trust Co139,405$16.47M0.2%+1.7%0.100%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
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%
5/12/2025 Financial Engines Advisors L.L.C.4,101,526$484.53M1.0%-1.6%2.940%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
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%
5/12/2025 Townsquare Capital LLC27,826$3.29M0.0%+322.1%0.020%
(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, 894 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 794 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 2,034,260,498 shares in the last 24 months. This purchase volume represents approximately $234.54B 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), Ameriprise Financial Inc. ($891.63K), Johnson Financial Group Inc. ($713.60K), and Charles Schwab Investment Advisory Inc. ($540.06K).

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

Institutional investors have sold a total of 25,593,679 shares in the last 24 months. This volume of shares sold represents approximately $3.06B in transactions.



This page (NASDAQ:IEI) was last updated on 5/21/2025 by MarketBeat.com Staff
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