IEI · iShares 3-7 Year Treasury Bond ETF ETF
$115.66
-0.05 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 8
Total Value: $65,433,976
Total Shares: 557,122
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 8 13F filers · Δ vs Mar 31, 2026Top Holder
45.2%
−53.2 pts
Top 5
99.2%
−0.8 pts
Top 10
100.0%
0.0 pts
HHI
3,438
Highly concentrated−6,246
Quarterly Activity
vs Mar 31, 2026
New
7
Increased
0
Decreased
0
Sold Out
2
Unchanged
1
Holder count:
+5
Institutional value:
+408.2%
Shares held:
+413.2%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | 252,001 | $29,597,517 | |
| Mega Allianz Asset Management GmbH | 195,400 | $22,949,730 | |
| Mega CITADEL ADVISORS LLC | 52,800 | $6,201,360 | |
| Large Corient Private Wealth LLC | 46,875 | $5,505,468 | |
| Small HORAN Wealth, LLC | 5,322 | $625,068 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 106,822 | $12,669,089 | |
| Mid Dakota Wealth Management | 1,716 | $203,517 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC IEI | $29,597,517 | 45.23% | 252,001 | Shares | 2026-09-03 | |
| Mega Allianz Asset Management GmbH IEI | $22,949,730 | 35.07% | 195,400 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC IEI | $5,505,468 | 8.41% | 46,875 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IEI | $5,097,330 | 7.79% | 43,400 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IEI | $1,104,030 | 1.69% | 9,400 | Put | 2026-09-02 | |
| Small HORAN Wealth, LLC IEI | $625,068 | 0.96% | 5,322 | Shares | 2026-08-26 | |
| Small Range Advisory, LLC IEI | $312,417 | 0.48% | 2,660 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IEI | $239,245 | 0.37% | 2,037 | Shares | 2026-08-25 | |
| Small TUCKER ASSET MANAGEMENT LLC IEI | $3,171 | 0.00% | 27 | Shares | 2026-08-27 |