IEI icon

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 %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$2.69M -$167K -1,414 -6%
CCM
277
Crabel Capital Management
California
$2.68M +$2.27M +19,251 +556%
TIA
278
Traphagen Investment Advisors
New Jersey
$2.68M -$523K -4,427 -16%
VAG
279
VisionPoint Advisory Group
Texas
$2.65M +$2.5M +21,156 +1,620%
RVM
280
Robinson Value Management
Texas
$2.64M -$36K -305 -1%
MWM
281
Maridea Wealth Management
New York
$2.61M +$1.98M +16,781 +318%
CICC
282
Capital Investment Counsel (Colorado)
Colorado
$2.54M +$110K +931 +5%
CWP
283
Concord Wealth Partners
Virginia
$2.54M +$2.38M +20,139 +1,516%
MOS
284
MGO One Seven
Ohio
$2.47M -$1.96M -16,632 -44%
VPA
285
Vernal Point Advisors
California
$2.45M – – –
AFP
286
Ausdal Financial Partners
Iowa
$2.45M -$9.38M -79,422 -79%
SPIA
287
Steward Partners Investment Advisory
New York
$2.43M +$785K +6,645 +48%
BHBT
288
Burke & Herbert Bank & Trust
Virginia
$2.43M – – –
HSBC Holdings
289
HSBC Holdings
United Kingdom
$2.39M -$7.31M -61,884 -75%
GEM
290
Global Endowment Management
North Carolina
$2.36M -$4.61M -39,000 -66%
BMCM
291
Black Maple Capital Management
Wisconsin
$2.36M +$2.36M +20,000 New
AFG
292
Atomi Financial Group
New York
$2.33M +$563K +4,765 +32%
CI
293
Conning Inc
Connecticut
$2.27M +$2.27M +19,236 New
ACA
294
Aptus Capital Advisors
Alabama
$2.21M +$1.01M +8,572 +84%
LPT
295
Legacy Private Trust
Wisconsin
$2.2M +$144K +1,222 +7%
SI
296
Stephens Inc
Arkansas
$2.19M -$138K -1,172 -6%
HH
297
Hilltop Holdings
Texas
$2.17M +$246K +2,081 +13%
RCA
298
Resonant Capital Advisors
Wisconsin
$2.16M +$6.38K +54 +0.3%
MWM
299
Maltin Wealth Management
New Jersey
$2.14M +$2.14M +18,124 New
CTA
300
Chesley Taft & Associates
Illinois
$2.13M +$80.1K +678 +4%
10 11
12
13 14