IEI · Insider trading · 13F holders · Congress trades
iShares 3-7 Year Treasury Bond ETF (IEI)
Who is buying and selling IEI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 226
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
IEI at a glance
- No open-market insider purchases or sales of IEI were filed in the last 90 days.
- 226 13F filers hold IEI among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are Hoese & Co LLP (17.0%), Watchman Group, Inc. (10.1%) and Strategic Point Investment Advisors, LLC (10.0%). In their latest 13Fs, 6 managers opened a new position and 73 added to one.
- Members of Congress have disclosed 4 IEI trades since 2024, 2 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), selling $50K–100K on May 13, 2026.
- IEI last closed at $115.11 on Oct 30, 2026.
IEI insider trading
No open-market insider purchases or sales of IEI were filed in the last 90 days.
Who owns IEI? Hedge funds and superinvestors
226 13F filers hold IEI among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are Hoese & Co LLP (17.0%), Watchman Group, Inc. (10.1%) and Strategic Point Investment Advisors, LLC (10.0%). In their latest 13Fs, 6 managers opened a new position and 73 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Captrust Financial AdvisorsWealth manager | 1.2% | $803.1M | 6,837,882 | +9.3% shares | Q2 2026 |
| Assetmark, IncWealth manager | 0.9% | $550.9M | 4,856,733 | +23.3% shares | Q3 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.9% | $508.6M | 4,330,638 | +2.3% shares | Q2 2026 |
| Bank Julius Baer & Co. Ltd, ZurichBank & trust | 0.7% | $283.5M | 2,498,166 | +2.2% shares | Q3 2026 |
| Janney Montgomery Scott LLCWealth manager | 0.4% | $200.7M | 1,709,213 | -7.3% shares | Q2 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.1% | $147.6M | 1,257,130 | +15.9% shares | Q2 2026 |
| Facet Wealth, Inc.Wealth manager | 2.0% | $142.5M | 1,212,867 | +15.5% shares | Q2 2026 |
| WestEnd Advisors, LLCInvestment manager | 2.8% | $127.9M | 1,127,424 | +2.5% shares | Q3 2026 |
| Evergreen Capital Management LLCWealth manager | 1.9% | $104.9M | 924,993 | +26.6% shares | Q3 2026 |
| Cantor Fitzgerald Investment Advisors L.P.Mutual fund manager | 5.8% | $85.8M | 756,408 | -0.6% shares | Q3 2026 |
| Banco Bilbao Vizcaya Argentaria, S.a.Bank & trust | 0.5% | $78.3M | 667,283 | +25.9% shares | Q2 2026 |
| Wit, LLCInvestment manager | 1.2% | $77.6M | 661,074 | -70.8% shares | Q2 2026 |
| Strategic Point Investment Advisors, LLCWealth manager | 10.0% | $76.8M | 677,300 | +1.5% shares | Q3 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 0.8% | $70.2M | 618,496 | +7.5% shares | Q3 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 1.0% | $63.9M | 563,597 | +5.0% shares | Q3 2026 |
| Clarity Financial LLCWealth manager | 5.4% | $63.0M | 536,456 | -41.7% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.4% | $51.3M | 436,836 | +22.3% shares | Q2 2026 |
| NorthCoast Asset Management LLCWealth manager | 1.0% | $45.4M | 386,170 | -1.1% shares | Q2 2026 |
| Watchman Group, Inc.Wealth manager | 10.1% | $43.9M | 387,270 | — | Q3 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 2.4% | $42.6M | 362,619 | +7.4% shares | Q2 2026 |
| Td Private Client Wealth LLCWealth manager | 0.8% | $42.5M | 374,707 | -5.0% shares | Q3 2026 |
| Silicon Valley Capital PartnersAsset manager | 3.4% | $42.0M | 357,310 | +13.2% shares | Q2 2026 |
| Curi Capital, LLCWealth manager | 0.6% | $40.7M | 346,292 | -16.1% shares | Q2 2026 |
| New Harbor Financial Group, LLCWealth manager | 5.4% | $35.1M | 309,165 | +4.8% shares | Q3 2026 |
| Sollinda Capital Management LLCInstitutional asset manager | 6.8% | $31.9M | 271,334 | +172.7% shares | Q2 2026 |
| DT Investment Partners, LLCWealth manager | 2.2% | $30.7M | 270,970 | +8.8% shares | Q3 2026 |
| MBL Wealth, LLCWealth manager | 1.8% | $30.5M | 269,232 | +6.8% shares | Q3 2026 |
| Strategic Wealth Partners, Ltd.Wealth manager | 1.9% | $30.5M | 259,736 | +7.4% shares | Q2 2026 |
| 3EDGE Asset Management, LPWealth manager | 1.3% | $28.7M | 244,355 | — | Q2 2026 |
| School Employees Retirement Board of OhioPension fund | 8.3% | $28.0M | 246,924 | -34.7% shares | Q3 2026 |
The 30 largest of 226 positions, by value. Each manager counts with its latest 13F (Q3 2026: 121, Q2 2026: 105). Screen IEI in the grand portfolio →
IEI stock trades by members of Congress
Members of Congress have disclosed 4 IEI trades since 2024, 2 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), selling $50K–100K on May 13, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Jun 16, 2026 | John BoozmanR-AR · Senate | Sale | $50K–100K | May 13, 2026 | -2.1% |
| May 11, 2026 | John BoozmanR-AR · Senate | Buy | $15K–50K | Sep 16, 2025 | -4.1% |
| Sep 12, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 1, 2025 | -3.3% |
| Oct 18, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 6, 2024 | -3.8% |
IEI questions and answers
Are insiders buying IEI stock?
No open-market insider purchases or sales of IEI were filed in the last 90 days.
Which hedge funds own IEI?
226 13F filers hold IEI among their 50 largest positions, worth $5.1B combined. The biggest bets by portfolio weight are Hoese & Co LLP (17.0%), Watchman Group, Inc. (10.1%) and Strategic Point Investment Advisors, LLC (10.0%). In their latest 13Fs, 6 managers opened a new position and 73 added to one.
Has Congress traded IEI?
Members of Congress have disclosed 4 IEI trades since 2024, 2 purchases and 1 sale in the past year; the latest was John Boozman (R-AR), selling $50K–100K on May 13, 2026.
Who is the largest holder of IEI?
Among 13F filers, Captrust Financial Advisors reports the largest IEI position, $803.1M (6,837,882 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Hoese & Co LLP's: 17.0% of its portfolio.
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