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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 %
WPA
501
West Paces Advisors
Georgia
$436K +$41.3K +350 +10%
ACP
502
Argyle Capital Partners
California
$435K +$159K +1,344 +57%
IC
503
IEQ Capital
California
$429K +$429K +3,635 New
PP
504
PrairieView Partners
Minnesota
$426K +$16.2K +137 +4%
SAA
505
Southeast Asset Advisors
Georgia
$425K +$2.36K +20 +0.6%
NWM
506
Napa Wealth Management
California
$425K -$75.5K -639 -15%
SC
507
Savant Capital
Illinois
$421K -$49.4K -418 -10%
NL
508
NDWM LLC
California
$413K +$413K +3,492 New
EWA
509
ERTS Wealth Advisors
Michigan
$412K +$3.54K +30 +0.9%
AL
510
Aspiriant LLC
California
$408K +$408K +3,455 New
RBC
511
Roble Belko & Company
Pennsylvania
$405K – – –
LMKC
512
L.M. Kohn & Company
Ohio
$404K -$54.3K -460 -12%
SFA
513
Sequoia Financial Advisors
Ohio
$403K +$64.7K +548 +19%
FUBT
514
First United Bank & Trust
Maryland
$401K -$69.5K -588 -15%
NB
515
NBT Bank
New York
$396K -$647K -5,475 -62%
Members Trust
516
Members Trust
Florida
$394K – – –
FPW
517
Fairvoy Private Wealth
Alabama
$393K +$393K +3,329 New
BAM
518
Belpointe Asset Management
Nevada
$391K -$5.19M -43,962 -93%
MIA
519
MMBG Investment Advisors
Florida
$391K +$339K +2,870 +652%
VCP
520
Vista Capital Partners
Oregon
$388K -$5.79K -49 -1%
CA
521
Crumly & Associates
Illinois
$386K – – –
MPW
522
MGO Private Wealth
California
$386K -$15.1K -128 -4%
FAM
523
Forte Asset Management
New York
$384K – – –
AWM
524
Aries Wealth Management
Maine
$383K – – –
LJAC
525
L.J. Altfest & Co
New York
$381K -$241K -2,038 -39%
19 20
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