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iShares 3-7 Year Treasury Bond ETF
IEI

Overview Fund Activity

761 hedge funds and large institutions have $12.7B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 300 increasing their positions, 238 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+35
Holders Change %
+4.82%
% of All Funds
10.34%
Holding in Top 10
57
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.64%
% of All Funds
0.77%
New
110
Increased
300
Reduced
238
Closed
54
Calls
$276M
Puts
$78.6M
Net Calls
+$198M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M
2
Bank of America
Bank of America
North Carolina
+$110M
3
WL
WIT LLC
District of Columbia
+$106M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$80.5M
5
Morgan Stanley
Morgan Stanley
New York
+$49.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
HNB
Huntington National Bank
Ohio
-$97.2M
3
TWM
Tanglewood Wealth Management
Texas
-$46.5M
4
SVCP
Silicon Valley Capital Partners
California
-$33M
5
SF
Synovus Financial
Georgia
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
226
Sumitomo Mitsui Financial Group
Japan
$4.26M +$287K +2,431 +7%
IWM
227
IHT Wealth Management
Illinois
$4.23M -$803K -6,795 -16%
PCMC
228
Paragon Capital Management (Colorado)
Colorado
$4.17M -$386K -3,271 -8%
CTI
229
Community Trust & Investment
Kentucky
$4.16M +$43.2K +366 +1%
PWMAG
230
Pinnacle Wealth Management Advisory Group
New Jersey
$4.16M +$285K +2,415 +7%
NAM
231
NorthCrest Asset Manangement
Minnesota
$4.12M -$529K -4,478 -11%
LW
232
Lauer Wealth
Indiana
$4.07M +$4.07M +34,140 New
4WM
233
4J Wealth Management
Virginia
$4.07M +$287K +2,429 +8%
CFAM
234
Center For Asset Management
Florida
$3.98M +$639K +5,413 +19%
HCA
235
Heck Capital Advisors
Wisconsin
$3.97M -$1.17M -9,892 -23%
NCG
236
Newport Capital Group
New Jersey
$3.96M -$246K -2,084 -6%
EAMA
237
EFG Asset Management (Americas)
Florida
$3.9M -$398K -3,368 -9%
RHP
238
Royal Harbor Partners
Texas
$3.82M +$3.82M +32,343 New
LAMC
239
Longview Asset Management (California)
California
$3.79M +$149K +1,263 +4%
SFS
240
Sowell Financial Services
Arkansas
$3.68M +$135K +1,140 +4%
AG
241
Ascent Group
Virginia
$3.66M +$412K +3,485 +13%
TFA
242
TPG Financial Advisors
Oregon
$3.61M -$1.91M -16,165 -35%
RSWM
243
Robertson Stephens Wealth Management
California
$3.61M +$3.61M +30,560 New
IA
244
IFP Advisors
Florida
$3.59M +$228K +1,934 +7%
T2I
245
Turim 21 Investimentos
Brazil
$3.53M +$3.53M +29,960 New
AIM
246
Acropolis Investment Management
Missouri
$3.53M -$210K -1,781 -6%
MFG
247
Magnus Financial Group
New York
$3.5M +$525K +4,448 +18%
SC
248
Sykon Capital
New York
$3.49M +$3.49M +29,519 New
EWM
249
Edge Wealth Management
New York
$3.47M +$529K +4,475 +18%
WHCFA
250
William Howard & Co Financial Advisors
Tennessee
$3.44M -$9.45K -80 -0.3%
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