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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 %
NFW
451
Noble Family Wealth
Florida
$627K -$70.9K -600 -10%
AIC
452
Argus Investors Counsel
New York
$622K – – –
AWM
453
Apollon Wealth Management
South Carolina
$619K -$22.6K -191 -4%
PWP
454
Principle Wealth Partners
Connecticut
$618K -$95K -804 -13%
VFA
455
Voya Financial Advisors
Connecticut
$615K +$176K +1,490 +40%
MA
456
Mutual Advisors
Nebraska
$610K +$610K +5,151 New
BWP
457
BSW Wealth Partners
Colorado
$606K -$414K -3,503 -41%
AA
458
Argent Advisors
Louisiana
$601K +$1.77K +15 +0.3%
BNP Paribas Financial Markets
459
BNP Paribas Financial Markets
France
$595K +$92.9K +786 +18%
RW
460
Rede Wealth
Virginia
$586K -$82.5K -698 -12%
SYBT
461
Stock Yards Bank & Trust
Kentucky
$586K +$126K +1,068 +27%
FFS
462
Founders Financial Securities
Maryland
$583K +$583K +4,902 New
TWC
463
TD Waterhouse Canada
Ontario, Canada
$582K +$544K +4,613 +1,442%
SGAM
464
Stephens Group Asset Management
Arkansas
$581K – – –
IWM
465
Iams Wealth Management
Nebraska
$580K -$35.3K -299 -6%
HPA
466
High Probability Advisors
New York
$578K -$414K -3,500 -42%
CFG
467
Cooper Financial Group
California
$576K +$73.6K +623 +15%
CB
468
Cadence Bank
Mississippi
$574K – – –
SA
469
Sovran Advisors
California
$567K +$4.14K +35 +0.7%
CFO
470
CVA Family Office
Colorado
$567K +$102K +862 +22%
GPA
471
Guerra Pan Advisors
New Jersey
$552K – – –
BPWM
472
Badgley Phelps Wealth Managers
Washington
$547K – – –
EW
473
Element Wealth
Mississippi
$545K -$236 -2 -0%
CI
474
Cambiar Investors
Colorado
$542K +$542K +4,586 New
NWM
475
Northwest Wealth Management
Iowa
$534K -$38.4K -325 -7%
17 18
19
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