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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 %
PAS
351
Park Avenue Securities
New York
$1.36M +$305K +2,585 +29%
OC
352
Optima Capital
Oregon
$1.33M +$1.33M +11,290 New
FWM
353
FLP Wealth Management
Arkansas
$1.33M +$2.25K +19 +0.2%
AC
354
Apella Capital
Connecticut
$1.33M -$61K -518 -4%
CIA
355
Concurrent Investment Advisors
Florida
$1.32M +$93K +787 +8%
EH
356
Equitable Holdings
New York
$1.3M +$219K +1,854 +20%
DWP
357
Daymark Wealth Partners
Ohio
$1.27M -$2.98M -25,237 -70%
JF
358
Jump Financial
Illinois
$1.26M -$789K -6,677 -38%
BSB
359
Bangor Savings Bank
Maine
$1.25M -$143K -1,208 -10%
TFA
360
Tranquilli Financial Advisor
New Jersey
$1.25M +$605K +5,122 +93%
CSP
361
Cary Street Partners
Virginia
$1.25M +$303K +2,562 +32%
CA
362
Cannon Advisors
North Carolina
$1.24M +$41.1K +348 +3%
CWM
363
Congress Wealth Management
Massachusetts
$1.23M -$52.1K -441 -4%
RFM
364
Royal Fund Management
Florida
$1.22M +$500K +4,225 +69%
OC
365
Oarsman Capital
Wisconsin
$1.21M -$1.13M -9,553 -48%
BCM
366
Beaumont Capital Management
Massachusetts
$1.2M +$1.2M +10,187 New
HWA
367
HCR Wealth Advisors
California
$1.19M -$227K -1,925 -16%
Natixis Advisors
368
Natixis Advisors
Massachusetts
$1.19M +$1.19M +10,081 New
JWCA
369
J.W. Coons Advisors
Ohio
$1.17M -$53.2K -450 -4%
Vontobel Holding
370
Vontobel Holding
Switzerland
$1.14M -$42.1K -356 -4%
IWC
371
Integrated Wealth Concepts
Massachusetts
$1.13M -$2.74M -23,227 -71%
PF
372
Parker Financial
Washington
$1.1M -$314K -2,660 -22%
CWA
373
CogentBlue Wealth Advisors
Tennessee
$1.09M -$11.9K -101 -1%
MI
374
Motiv8 Investments
Florida
$1.07M -$166K -1,403 -13%
HS
375
Horan Securities
United States
$1.06M +$48.3K +409 +5%
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