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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 %
AIM
526
Alhambra Investment Management
Florida
$381K – – –
PF
527
Phoenix Financial
Israel
$380K -$54.3K -460 -13%
DFP
528
Defined Financial Planning
California
$371K +$371K +3,144 New
PFM
529
Potomac Fund Management
Florida
$370K -$41.5K -352 -10%
SPC
530
Sigma Planning Corp
Michigan
$369K +$6.73K +57 +2%
GWA
531
Genesis Wealth Advisors
Massachusetts
$369K – – –
TPWA
532
TRUE Private Wealth Advisors
Oregon
$365K +$67.5K +571 +23%
WFA
533
WestHill Financial Advisors
California
$361K +$17.6K +149 +5%
CIBC World Market
534
CIBC World Market
Ontario, Canada
$360K -$330K -2,793 -48%
FIM
535
Freedom Investment Management
Connecticut
$357K -$61.3K -519 -15%
CWMA
536
Capstone Wealth Management (Alabama)
Alabama
$356K +$1.42K +12 +0.4%
LCGC
537
Legacy Capital Group California
California
$355K +$83.2K +704 +31%
PFA
538
Petra Financial Advisors
Colorado
$355K -$236 -2 -0.1%
MBTD
539
Mechanics Bank - Trust Department
California
$354K – – –
JFG
540
JMG Financial Group
Illinois
$354K – – –
BFO
541
Boston Family Office
Massachusetts
$347K +$61.6K +521 +22%
CSC
542
Caldwell Sutter Capital
California
$343K +$16.5K +140 +5%
KCM
543
Kathmere Capital Management
Pennsylvania
$340K +$340K +2,880 New
SPW
544
Surience Private Wealth
Washington
$335K -$2.65M -22,442 -89%
UI
545
Unconventional Investor
New Hampshire
$330K +$236 +2 +0.1%
Fisher Asset Management
546
Fisher Asset Management
Washington
$323K +$323K +2,732 New
BL
547
BFSG LLC
California
$322K -$118K -1,000 -27%
CCAL
548
City Center Advisors LLC
Michigan
$321K +$34.3K +290 +12%
VWM
549
Valley Wealth Managers
New Jersey
$320K -$8.74K -74 -3%
AFM
550
Armstrong Fleming & Moore
District of Columbia
$315K +$315K +2,669 New
20 21
22
23 24