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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 %
TH
676
TCTC Holdings
Texas
$50.7K – – –
NCM
677
Northwest Capital Management
Oregon
$47.4K – – –
CA
678
CoreCap Advisors
Michigan
$46.2K +$1.65K +14 +4%
CFB
679
Cullen/Frost Bankers
Texas
$44.5K +$34.7K +294 +354%
NRG
680
Nemes Rush Group
Michigan
$43.9K +$236 +2 +0.5%
BTI
681
Blue Trust Inc
Georgia
$43.7K – – –
WP
682
WealthShield Partners
North Carolina
$42.5K -$4.37K -37 -9%
RIL
683
Rothschild Investment LLC
Illinois
$41.8K +$1.54K +13 +4%
WB
684
Webster Bank
Connecticut
$39.6K +$32.5K +275 +458%
NS
685
NBC Securities
Alabama
$38K +$38K +329 New
CBT
686
Crews Bank & Trust
Florida
$37.4K +$31.1K +263 +487%
SWIM
687
Smallwood Wealth Investment Management
New Jersey
$36.3K +$36.3K +307 New
CMP
688
Coston McIsaac & Partners
Maine
$36K – – –
FDW
689
Fourth Dimension Wealth
Ohio
$35.8K -$9.57K -81 -21%
SAM
690
Smartleaf Asset Management
Massachusetts
$32.2K +$2.71K +23 +9%
AAP
691
Arax Advisory Partners
Colorado
$27.5K -$965K -8,166 -97%
RFS
692
Richardson Financial Services
Massachusetts
$27.2K – – –
BWL
693
Bogart Wealth LLC
Virginia
$26.6K – – –
PA
694
PSI Advisors
Florida
$26.3K -$13.1K -111 -33%
TIM
695
Tortoise Investment Management
New York
$26K – – –
BOJHT
696
Bank of Jackson Hole Trust
Wyoming
$25.3K -$39.6K -336 -61%
HCP
697
Hexagon Capital Partners
Arkansas
$25.3K – – –
CICI
698
Capital Investment Counsel Inc
North Carolina
$24.1K – – –
PP
699
Pacifica Partners
Canada
$23.8K – – –
CTC
700
Central Trust Company
Missouri
$23.5K +$23.5K +199 New
26 27
28
29 30