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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 %
UBP
476
Union Bancaire Privee
Switzerland
$534K -$50.2K -432 -9%
CIC
477
Carnegie Investment Counsel
Ohio
$533K +$3.55K +30 +0.7%
RWB
478
RMR Wealth Builders
New Jersey
$532K – – –
OO
479
Obsido Oy
$521K +$23.3K +197 +5%
DFA
480
DHK Financial Advisors
New Hampshire
$520K +$260K +2,200 +100%
Deutsche Bank
481
Deutsche Bank
Germany
$507K -$5.91K -50 -1%
CG
482
Caprock Group
Idaho
$507K +$507K +4,289 New
OC
483
Oppenheimer & Co
New York
$501K +$22.8K +193 +5%
PI
484
PFG Investments
New York
$495K +$34.5K +292 +7%
GS
485
GTS Securities
New York
$492K +$42.8K +362 +10%
PG
486
Patten Group
Tennessee
$488K +$59.7K +505 +14%
SC
487
Schoolcraft Capital
Colorado
$487K -$13.8K -117 -3%
B
488
Bailard
California
$486K +$486K +4,115 New
CW
489
Channel Wealth
California
$482K -$2.95K -25 -0.6%
OFG
490
Omega Financial Group
California
$482K – – –
NCFG
491
New Century Financial Group
New Jersey
$477K -$297K -2,517 -38%
KSWA
492
Kathleen S. Wright Associates
Pennsylvania
$476K – – –
MGIA
493
Moneta Group Investment Advisors
Missouri
$473K +$64.1K +543 +16%
WCFA
494
Walkner Condon Financial Advisors
Wisconsin
$472K -$52.5K -444 -10%
PTC
495
Private Trust Company
Ohio
$467K +$156K +1,317 +50%
FCI
496
Financial Counselors Inc
Kansas
$460K +$460K +3,892 New
IDBONY
497
Israel Discount Bank of New York
New York
$456K -$195K -1,648 -30%
SLG
498
Stanley-Laman Group
Pennsylvania
$449K +$6.26K +53 +1%
BIA
499
Bigelow Investment Advisors
Maine
$448K +$22K +186 +5%
TFGT
500
TS Financial Group (TSFG)
Illinois
$443K -$12K -102 -3%
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