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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 %
ST
751
Smithfield Trust
Pennsylvania
$3K – – –
FWA
752
Flagship Wealth Advisors
Massachusetts
$2.95K – – –
AC
753
AlphaCore Capital
California
$2.48K +$2.48K +21 New
CWC
754
Carolinas Wealth Consulting
North Carolina
$2.25K – – –
IWM
755
IMG Wealth Management
Florida
$2.12K – – –
HR
756
Howe & Rusling
New York
$1.65K -$13.1K -111 -89%
IF
757
Integrity Financial
Wyoming
$1.54K – – –
FGAM
758
Financial Gravity Asset Management
Texas
$1.42K +$1.42K +12 New
SAS
759
Spurstone Advisory Services
Connecticut
$945 +$945 +8 New
AG
760
AmeriFlex Group
Nevada
$827 -$2.84K -24 -77%
SS
761
Sunbelt Securities
Texas
$638 – – –
IBOK
762
Independence Bank of Kentucky
Kentucky
$354 – – –
KFI
763
Key Financial Inc
Pennsylvania
$354 – – –
DFA
764
DHJJ Financial Advisors
Illinois
$237 – – –
SVCP
765
Silicon Valley Capital Partners
California
– -$33M -285,429 Closed
JHCM
766
Juniper Hill Capital Management
California
– -$17.7M -153,297 Closed
MAC
767
Mason & Associates (California)
California
– -$17M -147,170 Closed
NRI
768
NFP Retirement Inc
California
– -$3.39M -29,350 Closed
CFGS
769
Concourse Financial Group Securities
Alabama
– -$2.81M -24,304 Closed
MWM
770
Moulton Wealth Management
Washington
– -$2.06M -17,787 Closed
PEA
771
Park Edge Advisors
Ohio
– -$2.03M -17,599 Closed
EAM
772
Empirical Asset Management
Massachusetts
– -$12.5K -12,495 Closed
LP
773
LGL Partners
Pennsylvania
– -$1.06M -9,131 Closed
FWM
774
FFT Wealth Management
Pennsylvania
– -$1.06M -9,131 Closed
CAS
775
Coppell Advisory Solutions
Texas
– -$854K -7,390 Closed
29 30
31
32 33