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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 %
FDCDDQ
301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.12M -$39.6K -335 -2%
SIA
302
Strategic Investment Advisors
Michigan
$2.12M +$61.2K +518 +3%
WT
303
Whittier Trust
California
$2.11M -$19.1K -162 -0.9%
RAM
304
Riggs Asset Management
Pennsylvania
$2.11M -$111K -943 -5%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$2.07M +$67.2K +569 +3%
BWM
306
Bulltick Wealth Management
Florida
$2.07M +$74.3K +629 +4%
RCG
307
Regatta Capital Group
California
$2.06M +$46.7K +395 +2%
SWM
308
Shelton Wealth Management
Texas
$2.06M -$2.16M -18,306 -51%
1NWS
309
1 North Wealth Services
Maryland
$2.06M +$22K +186 +1%
CAM
310
Cresset Asset Management
Illinois
$2.05M -$4.73M -40,062 -70%
E
311
EntreWealth
Texas
$1.99M +$131K +1,109 +7%
SFG
312
SevenBridge Financial Group
Pennsylvania
$1.99M -$669K -5,706 -25%
AP
313
Atwood & Palmer
Missouri
$1.99M +$184K +1,555 +10%
SIM
314
Studio Investment Management
Illinois
$1.97M -$4.24M -35,861 -68%
BMCM
315
Bryn Mawr Capital Management
Pennsylvania
$1.96M -$299K -2,534 -13%
SCP
316
Silverleafe Capital Partners
Tennessee
$1.95M +$84.6K +716 +5%
VWA
317
Visionary Wealth Advisors
Illinois
$1.95M +$24.9K +211 +1%
MCC
318
Money Concepts Capital
Florida
$1.93M +$152K +1,288 +9%
SWM
319
Spire Wealth Management
Virginia
$1.93M -$37.6K -318 -2%
TCM
320
Twele Capital Management
Minnesota
$1.93M +$24.3K +206 +1%
MFG
321
Merit Financial Group
Georgia
$1.91M -$303K -2,568 -14%
BFA
322
Blueprint Financial Advisors
North Carolina
$1.88M +$1.88M +15,956 New
ACM
323
AUA Capital Management
Pennsylvania
$1.87M – – –
UW
324
Unique Wealth
Florida
$1.78M +$1.78M +15,097 New
SWA
325
SFMG Wealth Advisors
Texas
$1.77M -$791K -6,695 -31%
11 12
13
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