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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 %
PWAM
651
Private Wealth Asset Management
Iowa
$109K +$109K +925 New
CCM
652
Cutler Capital Management
Massachusetts
$107K +$107K +902 New
WTC
653
WhitTier Trust Company
Nevada
$105K – – –
WF
654
Wayfinding Financial
Washington
$101K +$101K +857 New
LFASL
655
Lugano Financial Advisors SA (LFA)
Switzerland
$98.6K -$9.92K -84 -9%
FWP
656
FAS Wealth Partners
Kansas
$97.1K -$29.5M -249,493 -100%
1IA
657
1620 Investment Advisors
Massachusetts
$96.4K +$10.4K +88 +12%
RCA
658
Runnymede Capital Advisors
Ohio
$90.7K +$354 +3 +0.4%
CPA
659
Cardiff Park Advisors
California
$84.1K – – –
MA
660
MCF Advisors
Kentucky
$83.2K – – –
CT
661
Clearstead Trust
Maine
$82.8K – – –
GIA
662
GHP Investment Advisors
Colorado
$82.5K +$82.5K +698 New
EWA
663
Elevate Wealth Advisory
Georgia
$82.5K – – –
FHA
664
First Horizon Advisors
Tennessee
$80.7K -$52.9K -447 -40%
TCOV
665
Trust Company of Vermont
Vermont
$76.8K – – –
OHWP
666
Oak Harbor Wealth Partners
North Carolina
$75.6K – – –
BA
667
Bristlecone Advisors
Washington
$74.2K +$355 +3 +0.5%
CIBC Private Wealth Group
668
CIBC Private Wealth Group
Georgia
$68.7K +$2.84K +24 +4%
KWM
669
Kiker Wealth Management
Georgia
$67.1K +$4.14K +35 +7%
FM
670
Family Management
New York
$66.7K – – –
GWP
671
Gen-Wealth Partners
Michigan
$65.4K +$590 +5 +0.9%
KGP
672
Keystone Global Partners
Colorado
$64.7K +$64.7K +548 New
TCPG
673
Trivant Custom Portfolio Group
California
$58.9K +$46.9K +397 +389%
CMA
674
Cedar Mountain Advisors
Oregon
$56.4K – – –
PA
675
Parallel Advisors
California
$51.4K -$75.5K -639 -59%
25 26
27
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