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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$122M +$6.08M +51,452 +5%
HNB
27
Huntington National Bank
Ohio
$109M -$97.2M – –
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$87.3M +$7.98M +67,511 +10%
FWI
29
Facet Wealth Inc
Maryland
$83.4M +$4.73M +40,115 +6%
SPIA
30
Strategic Point Investment Advisors
Rhode Island
$68.6M -$410K -3,470 -0.6%
CF
31
Clarity Financial
Texas
$67.9M +$2.29M +19,425 +3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$66.5M +$2.7M +22,844 +4%
SFG
33
SNS Financial Group
Minnesota
$66.1M +$2.34M +19,825 +4%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.1M -$5.51M -46,628 -8%
BlackRock
35
BlackRock
New York
$65.7M -$19.8M -167,672 -23%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$64.4M +$19.8M +167,318 +44%
ECM
37
Evergreen Capital Management
Washington
$63.2M +$5.15M +43,618 +9%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$56M +$13M +110,377 +30%
Mariner
39
Mariner
Kansas
$55.8M -$13.1M -110,474 -19%
WA
40
Waverly Advisors
Alabama
$55.5M +$35.9M +303,493 +183%
CA
41
CSM Advisors
Pennsylvania
$53.6M – – –
CRC
42
Curi RMB Capital
Illinois
$53.5M +$17M +144,305 +47%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$52.2M +$2.24M +18,970 +4%
Victory Capital Management
44
Victory Capital Management
Texas
$51.7M -$62.1K -526 -0.1%
AAG
45
Armstrong Advisory Group
Massachusetts
$45.1M – – –
KeyBank National Association
46
KeyBank National Association
Ohio
$45.1M -$2.05M -17,345 -4%
TPCW
47
TD Private Client Wealth
New York
$43.1M -$1.04M -8,798 -2%
CM
48
Capula Management
Cayman Islands
$40.2M +$40.2M +340,510 New
DI
49
DDFG Inc
California
$39.3M -$1.44M -12,219 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$37.6M +$13.2M +111,822 +54%
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