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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 %
HIP
601
HUB Investment Partners
Texas
$233K -$33K -279 -12%
W
602
Wealthquest
Ohio
$233K +$233K +1,969 New
AC
603
AIFG Consultants
New York
$232K +$232K +1,964 New
DWM
604
Dopkins Wealth Management
New York
$230K +$230K +1,943 New
AFG
605
Arkansas Financial Group
Arkansas
$226K +$226K +1,926 New
LNB
606
Ledyard National Bank
$226K – – –
MWM
607
Modera Wealth Management
New Jersey
$225K +$9.45K +80 +4%
BA
608
Brightwater Advisory
Florida
$223K +$223K +1,885 New
CAAS
609
Capital Asset Advisory Services
Michigan
$221K -$254K -2,154 -53%
B
610
Bensler
Washington
$221K +$13.8K +117 +7%
IFA
611
Interactive Financial Advisors
Illinois
$220K -$4.02K -34 -2%
DIP
612
DT Investment Partners
Pennsylvania
$220K +$76.8K +650 +54%
KPWM
613
KDK Private Wealth Management
Texas
$219K -$6.89K -59 -3%
FA
614
Forefront Analytics
Pennsylvania
$219K -$2.59M -21,876 -92%
DJSG
615
D.J. St. Germain
Massachusetts
$217K – – –
KFS
616
Kelly Financial Services
Massachusetts
$216K -$20.9K -177 -9%
GA
617
Greenspring Advisors
Maryland
$215K – – –
Squarepoint
618
Squarepoint
New York
$212K +$212K +1,798 New
MLA
619
My Legacy Advisors
Oregon
$210K -$134K -1,135 -39%
RWA
620
Redhawk Wealth Advisors
Minnesota
$209K +$209K +1,765 New
CF
621
Centaurus Financial
California
$208K +$16.2K +137 +8%
EWM
622
Evercore Wealth Management
New York
$208K – – –
Pathstone Holdings
623
Pathstone Holdings
New Jersey
$208K -$374K -3,165 -64%
HSA
624
HBK Sorce Advisory
Pennsylvania
$207K – – –
FIA
625
Foundations Investment Advisors
Arizona
$207K -$21.5K -182 -9%
23 24
25
26 27