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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 %
BCM
251
Becker Capital Management
Oregon
$3.42M +$216K +1,825 +7%
WIA
252
World Investment Advisors
California
$3.39M +$1.93M +16,301 +131%
TW
253
Trajan Wealth
Arizona
$3.32M +$169K +1,429 +5%
CWA
254
Centennial Wealth Advisory
Michigan
$3.3M +$183K +1,549 +6%
OMC
255
Old Mission Capital
Illinois
$3.3M +$3.3M +27,900 New
TC
256
TownSquare Capital
Utah
$3.29M +$2.51M +21,234 +322%
SPWM
257
Spartan Planning & Wealth Management
North Carolina
$3.19M +$3.19M +27,036 New
BFWM
258
Bright Futures Wealth Management
New York
$3.18M -$380K -3,222 -11%
CFP
259
Cascade Financial Partners
California
$3.18M +$780K +6,605 +33%
MSFS
260
Main Street Financial Solutions
Pennsylvania
$3.1M +$281K +2,375 +10%
DLCIG
261
D.L. Carlson Investment Group
New Hampshire
$3.07M -$158K -1,340 -5%
ODIJL
262
One Day In July LLC
Vermont
$3M -$1.15M -9,726 -28%
FFA
263
Fortune Financial Advisors
Kansas
$2.99M -$6.97K -59 -0.2%
PA
264
PFG Advisors
Arizona
$2.96M +$153K +1,294 +5%
PCIG
265
Partners Capital Investment Group
Massachusetts
$2.94M +$1.48M +12,492 +101%
CCAM
266
Cascades Capital Asset Management
North Carolina
$2.93M +$497K +4,211 +20%
RFC
267
Regions Financial Corp
Alabama
$2.92M -$34.5K -292 -1%
ES
268
ETF Store
Kansas
$2.91M -$182K -1,544 -6%
JWCA
269
J.W. Cole Advisors
Florida
$2.9M +$445K +3,765 +18%
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$2.82M +$92.6K +784 +3%
CIAS
271
Capital Investment Advisory Services
North Carolina
$2.78M +$189K +1,599 +7%
HOWA
272
Heritage Oak Wealth Advisors
Florida
$2.74M +$2.74M +23,157 New
FT
273
Fiduciary Trust
Massachusetts
$2.72M +$11.6K +98 +0.4%
KWM
274
Kingsview Wealth Management
Oregon
$2.72M +$1.1M +9,285 +68%
DWA
275
Delap Wealth Advisory
Oregon
$2.69M +$7.68K +65 +0.3%
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