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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 %
IA
401
IFG Advisory
Georgia
$899K +$3.78K +32 +0.4%
RIA
402
Regal Investment Advisors
Michigan
$899K -$99.2K -840 -10%
OAS
403
Optivise Advisory Services
Tennessee
$898K – – –
FMI
404
F/M Investments
District of Columbia
$897K -$3.43K -29 -0.4%
AWE
405
Avidian Wealth Enterprises
Texas
$894K -$54.7K -463 -6%
PAYA
406
Phil A. Younker & Associates
Alaska
$886K – – –
IPWA
407
International Private Wealth Advisors
California
$885K +$47.3K +400 +6%
SL
408
SWMG LLC
Texas
$880K +$648K +5,467 +279%
CLOS
409
Compagnie Lombard Odier SCmA
Switzerland
$873K +$10K +85 +1%
ULWM
410
Upper Left Wealth Management
Florida
$871K -$20.9K -177 -2%
OP
411
ORG Partners
Indiana
$871K -$12K -102 -1%
MWM
412
MorganRosel Wealth Management
Colorado
$869K +$55.1K +466 +7%
Lazard Asset Management
413
Lazard Asset Management
New York
$867K -$848K – –
JIP
414
Jaffetilchin Investment Partners
Florida
$861K +$134K +1,136 +18%
IAS
415
IMA Advisory Services
Colorado
$857K +$20.3K +172 +2%
AFG
416
ABLE Financial Group
Arizona
$854K -$118 -1 -0%
SW
417
Simplicity Wealth
New Jersey
$839K +$839K +7,103 New
TCCM
418
Timber Creek Capital Management
Massachusetts
$838K +$1.65K +14 +0.2%
SOS
419
Silver Oak Securities
Tennessee
$836K -$222K -1,879 -21%
PBO
420
Peoples Bank (Ohio)
Ohio
$835K -$142K -1,200 -15%
WANY
421
Wealthspire Advisors (New York)
New York
$832K – – –
FA
422
Faithward Advisors
Pennsylvania
$830K -$46.8K -396 -5%
SF
423
Summit Financial
New Jersey
$821K +$821K +6,950 New
RT
424
Rockland Trust
Massachusetts
$809K +$24.5K +207 +3%
EWM
425
Empirical Wealth Management
Washington
$804K +$124K +1,049 +18%
15 16
17
18 19