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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 %
CFA
426
Camarda Financial Advisors
Florida
$803K +$130K +1,099 +19%
SFG
427
Stonebridge Financial Group
Pennsylvania
$789K +$827 +7 +0.1%
CL
428
Choreo LLC
Illinois
$788K -$92.1K -780 -10%
RIS
429
Retirement Income Solutions
Michigan
$781K -$209K -1,767 -21%
PAM
430
Peak Asset Management
Colorado
$779K -$328K -2,777 -30%
PS
431
Principal Securities
Iowa
$776K – – –
SC
432
Summa Corp
Texas
$753K – – –
William Blair & Company
433
William Blair & Company
Illinois
$723K +$116K +986 +19%
CWG
434
Cornerstone Wealth Group
North Carolina
$719K -$42.2K -357 -6%
PFG
435
Pacific Financial Group
Washington
$716K -$169K -1,427 -19%
VA
436
Valmark Advisers
Ohio
$713K +$93.3K +790 +15%
MCP
437
Martin Capital Partners
Oregon
$713K -$19.5K -165 -3%
EFG
438
Ethos Financial Group
Pennsylvania
$709K – – –
RA
439
RFG Advisory
Alabama
$707K +$465K +3,940 +193%
XT
440
XTX Topco
Cayman Islands
$675K +$675K +5,714 New
BEC
441
Blue Edge Capital
Virginia
$674K +$64.6K +547 +11%
UBS AM
442
UBS AM
Illinois
$673K +$673K +5,701 New
SG
443
StoneX Group
New York
$670K +$301K +2,547 +82%
CST
444
Charles Schwab Trust
Nevada
$661K +$293K +2,480 +80%
BPC
445
Banque Pictet & Cie
Switzerland
$658K – – –
FA
446
Fiduciary Alliance
South Carolina
$655K +$164K +1,388 +33%
CWP
447
Core Wealth Partners
California
$647K +$79.5K +673 +14%
WAM
448
WNY Asset Management
New York
$642K +$353K +2,985 +122%
VC
449
Vicus Capital
Pennsylvania
$638K +$29.7K +251 +5%
WSFS
450
Wilmington Savings Fund Society
Delaware
$637K -$49.9K -422 -7%
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