ISHARES 3-7 YEAR TREASURY BO (IEI) Institutional Ownership Changes & 13F Activity

ISHARES 3-7 YEAR TREASURY BO (IEI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Wit, Llc, Envestnet Asset Management Inc, and Skyview Investment Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-412,831-10.8%3,422,946$402.03MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-3,492-15.6%18,930$2.22MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+41,726+13.2%357,310$41.97MQ2 2026Sep 21, 2026
Skyview Investment Advisors, LlcSell-287,622-99.1%2,500$294.00Q2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+68,943+276.9%93,839$11.02MQ2 2026Sep 09, 2026
Anchor Capital Advisors LlcBuy+25,256+11.1%252,001$29.60MQ2 2026Sep 03, 2026
Allianz Asset Management GmbhSell-93,500-32.4%195,400$22.95MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-7,440-13.7%46,875$5.51MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-2,626-33.0%5,322$625.03KQ2 2026Aug 26, 2026
West Michigan Advisors, LlcBuy+3,855+60.6%10,217$1.20MQ2 2026Aug 21, 2026
Ridgepath Capital Management LlcBuy+135,629+227.6%195,218$22.93MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+11,661+24.2%59,748$7.02MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-3,173-26.7%8,723$1.02MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+2,392+10.2%25,898$3.04MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+2+0.1%1,812$212.82KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+26,529—26,529$3.12MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+3,552—3,552$417.24KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+348+16.9%2,403$282.24KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+11,682—11,682$1.37MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-9,568-9.0%96,314$11.31MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-3,768-5.6%63,668$7.48MQ2 2026Aug 17, 2026
Larch Capital Partners LlcSell-3,366-7.0%44,523$5.23MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+2,921—2,921$343.07KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-2,151-9.8%19,900$2.34MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-969-31.7%2,088$245.00KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-804-20.7%3,084$362.00KQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+657+9.0%7,993$938.75KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+4,292,100—4,292,100$504.11MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+2,885,340—2,885,340$338.84MQ2 2026Aug 14, 2026
Wit, LlcSell-1,602,848-70.8%661,074$77.64MQ2 2026Aug 14, 2026
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Frequently asked questions about IEI activity

  • Which institutional owners are buying IEI?

    Institutional owners buying IEI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IEI activity?

    "Buy" means an investor increased their reported position in IEI compared to the prior reporting period. This reflects growing exposure to ISHARES 3-7 YEAR TREASURY BO (IEI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IEI increasing?

    Institutional interest in IEI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.