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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 %
VCM
326
Verger Capital Management
North Carolina
$1.76M +$9.45K +80 +0.5%
WWM
327
Whalen Wealth Management
Nevada
$1.76M +$750K +6,351 +74%
TA
328
TFB Advisors
Kansas
$1.75M -$59.4K -503 -3%
MWM
329
Meridian Wealth Management
Kentucky
$1.73M -$530K -4,486 -23%
AG
330
AlTi Global
New York
$1.72M – – –
ES
331
Eagle Strategies
New York
$1.61M +$1.21M +10,280 +310%
EWM
332
Endowment Wealth Management
Wisconsin
$1.59M +$325K +2,748 +26%
EGA
333
E&G Advisors
Texas
$1.59M – – –
PIM
334
Penobscot Investment Management
Massachusetts
$1.59M -$6.5K -55 -0.4%
AF
335
Allworth Financial
California
$1.57M -$172K -1,451 -10%
BHB
336
Bank Hapoalim BM
Israel
$1.55M -$1.41M – –
WF
337
Warner Financial
Maryland
$1.55M +$124K +1,053 +9%
Simplex Trading
338
Simplex Trading
Illinois
$1.53M +$176K +1,487 +13%
CWP
339
Cyndeo Wealth Partners
Florida
$1.5M +$1.5M +12,723 New
BCM
340
Brookstone Capital Management
Illinois
$1.5M +$199K +1,681 +15%
BPW
341
Bingham Private Wealth
California
$1.46M -$4.73K -40 -0.3%
TFCP
342
Twin Focus Capital Partners
Massachusetts
$1.46M +$637K +5,396 +78%
WAS
343
Wealth Advisory Solutions
Indiana
$1.45M +$1.45M +12,266 New
ARC
344
Advisor Resource Council
Texas
$1.44M +$1.44M +12,323 New
GSEP
345
Golden State Equity Partners
California
$1.44M +$1.23M +10,423 +594%
NL
346
NWAM LLC
Washington
$1.43M -$56.3K -477 -4%
CB
347
Commerce Bank
Missouri
$1.42M +$209K +1,769 +17%
JCM
348
Jacobi Capital Management
Pennsylvania
$1.4M +$185K +1,563 +15%
Wealthfront Advisers
349
Wealthfront Advisers
California
$1.37M -$64.3K -544 -4%
KFG
350
Kelly Financial Group
Connecticut
$1.36M -$473K -4,007 -26%
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