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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 %
CA
776
Crewe Advisors
Utah
– -$754K -6,521 Closed
P
777
Pitcairn
Pennsylvania
– -$640K -5,535 Closed
IAA
778
Independent Advisor Alliance
North Carolina
– -$616K -5,333 Closed
AWM
779
Accurate Wealth Management
Florida
– -$435K -3,792 Closed
SAM
780
Synergy Asset Management
Washington
– -$378K -3,270 Closed
MPW
781
Magnolia Private Wealth
Pennsylvania
– -$351K -3,039 Closed
CGA
782
Crescent Grove Advisors
Illinois
– -$350K -3,025 Closed
SC
783
Scotia Capital
Ontario, Canada
– -$328K -2,842 Closed
ACP
784
Aveo Capital Partners
Colorado
– -$304K -2,635 Closed
HIF
785
Hill Island Financial
Michigan
– -$294K -2,541 Closed
WHCI
786
W.H. Cornerstone Investments
Massachusetts
– -$256K -2,213 Closed
BOPW
787
Brandywine Oak Private Wealth
Pennsylvania
– -$241K -2,082 Closed
KIM
788
Kestra Investment Management
Texas
– -$231K -1,997 Closed
MWM
789
Mittelman Wealth Management
Massachusetts
– -$229K -1,980 Closed
WS
790
Wedbush Securities
California
– -$227K -1,967 Closed
RPGK
791
Retirement Planning Group (Kansas)
Kansas
– -$218K -1,887 Closed
WGCA
792
Wolf Group Capital Advisors
Virginia
– -$213K -1,843 Closed
MIFH
793
Migdal Insurance & Financial Holdings
Israel
– -$205K -1,773 Closed
LC
794
Lavaca Capital
Texas
– -$200K -1,731 Closed
Qube Research & Technologies (QRT)
795
Qube Research & Technologies (QRT)
United Kingdom
– -$73.4K -635 Closed
MG
796
MilWealth Group
Wisconsin
– -$61.7K -534 Closed
MCM
797
MidAtlantic Capital Management
Virginia
– -$51K -441 Closed
SIS
798
Sound Income Strategies
Florida
– -$48.4K -419 Closed
UB
799
UMB Bank
Missouri
– -$27.8K -241 Closed
FFO
800
Fortitude Family Office
Arizona
– -$27.2K -235 Closed
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