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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 %
HC
76
Hoese & Co
Minnesota
$22.3M -$162K -1,369 -0.7%
LIM
77
Leavell Investment Management
Alabama
$21.4M +$849K +7,186 +4%
BCI
78
Brinker Capital Investments
Pennsylvania
$21M +$1.56M +13,204 +8%
OPS
79
Orion Portfolio Solutions
Nebraska
$21M +$1.56M +13,204 +8%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M +$20.8M +175,865 New
CCA
81
Checchi Capital Advisers
California
$20.7M +$11.9M +101,008 +137%
MML Investors Services
82
MML Investors Services
Massachusetts
$20.4M -$3.05M -25,824 -13%
AWM
83
AE Wealth Management
Kansas
$20.1M +$1.85M +15,694 +10%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$20M -$1.27M -10,774 -6%
BB
85
Berkshire Bank
Massachusetts
$19.6M +$339K +2,873 +2%
AWA
86
AmeriServ Wealth Advisors
Pennsylvania
$19.4M -$673K -5,693 -3%
Allianz Asset Management
87
Allianz Asset Management
Germany
$18.2M +$2.79M +23,600 +18%
GB
88
Gunma Bank
Japan
$17.7M – – –
JGC
89
J. Goldman & Co
New York
$17.4M +$9.32M +78,910 +115%
CISOA
90
Capital Investment Services of America
Wisconsin
$17.1M -$154K -1,300 -0.9%
MAM
91
Madison Asset Management
Wisconsin
$17M -$11.4M -96,105 -40%
WG
92
Watchman Group
Texas
$17M +$17M +143,492 New
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$16.7M -$405K -3,425 -2%
HTC
94
Haverford Trust Company
Pennsylvania
$16.5M +$279K +2,362 +2%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$16.4M -$30.7K -260 -0.2%
AWS
96
Atria Wealth Solutions
New York
$16.3M -$76.1K -644 -0.5%
CIAS
97
CFS Investment Advisory Services
New Jersey
$16.2M +$345K +2,923 +2%
MC
98
Mirabaud & Cie
Switzerland
$15.6M +$1.65M +13,935 +12%
SWP
99
Stratos Wealth Partners
Ohio
$15M +$14M +118,192 +1,397%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$14.8M +$194K +1,642 +1%
2 3
4
5 6