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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 %
UB
101
Umpqua Bank
Oregon
$14.4M +$1.95M +16,502 +16%
JE
102
JMAC Enterprises
Pennsylvania
$14.4M -$567K -4,796 -4%
EPP
103
ETF Portfolio Partners
Kansas
$14.3M +$14.3M +121,271 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$14.3M – – –
PFP
105
Pinnacle Financial Partners
Tennessee
$14.3M +$5.85M +49,549 +70%
BEI
106
Benjamin Edwards Inc
Missouri
$14.1M +$1.38M +11,666 +11%
NA
107
NewEdge Advisors
Louisiana
$13.9M +$1.8M +15,244 +15%
SF
108
Synovus Financial
Georgia
$13.7M -$30.1M -254,841 -69%
BDFN
109
Bond & Devick Financial Network
Minnesota
$13.6M -$352K -2,976 -3%
CFG
110
Citizens Financial Group
Rhode Island
$13.4M +$13.1M +111,200 +5,375%
M&T Bank
111
M&T Bank
New York
$13.3M +$1.02M +8,618 +8%
WIC
112
Woodmont Investment Counsel
Tennessee
$13.1M +$187K +1,583 +1%
GC
113
Gould Capital
Washington
$12.6M +$471K +3,985 +4%
FAT
114
First American Trust
California
$12.5M +$499K +4,225 +4%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$12.4M +$1.02M +8,600 +9%
EFM
116
Eley Financial Management
Vermont
$12.3M +$26.8K +227 +0.2%
RCAG
117
Rehmann Capital Advisory Group
Michigan
$12.3M +$1.55M +13,136 +14%
AWM
118
Austin Wealth Management
Texas
$12.1M +$372K +3,150 +3%
VRM
119
Vectors Research Management
New York
$12.1M +$7.14M +60,452 +145%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$12M +$628K +5,319 +6%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$11.9M +$11.9M +100,838 New
FPAS
122
Focus Partners Advisor Solutions
Missouri
$11.9M -$81.3K -688 -0.7%
Millennium Management
123
Millennium Management
New York
$11.6M -$3.08M -26,069 -21%
Northern Trust
124
Northern Trust
Illinois
$11.6M -$9.72M -82,305 -46%
BCM
125
Boltwood Capital Management
California
$11.3M -$208K -1,761 -2%
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5
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