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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 %
RI
126
Rinkey Investments
California
$11.2M +$4.96K +42 +0%
IFA
127
Independence Financial Advisors
New Hampshire
$11.1M +$11.1M +93,907 New
PAG
128
Private Advisor Group
New Jersey
$11.1M -$2.85M -24,140 -20%
CC
129
Courier Capital
New York
$10.6M +$6.36M +53,853 +151%
WCWM
130
Wooster Corthell Wealth Management
Connecticut
$10.6M -$222K -1,877 -2%
P
131
&Partners
Tennessee
$10.5M +$835K +7,080 +9%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$10.3M +$10.3M +87,500 New
WCM
133
Wealthcare Capital Management
Virginia
$10.2M -$42.3K -358 -0.4%
RFA
134
Reyes Financial Architecture
California
$10.1M +$10.1M +85,238 New
Citigroup
135
Citigroup
New York
$9.61M +$4.29M +36,309 +81%
AAS
136
Avantax Advisory Services
Texas
$9.6M +$108K +914 +1%
PWM
137
Paulson Wealth Management
Illinois
$9.47M +$338K +2,860 +4%
MCM
138
MAI Capital Management
Ohio
$9.47M -$277K -2,347 -3%
TC
139
Trilogy Capital
California
$9.2M -$16.3M -137,618 -64%
KP
140
Keel Point
Alabama
$9.17M -$95.2K -806 -1%
Citadel Advisors
141
Citadel Advisors
Florida
$9.08M -$7.2M -60,947 -44%
FFBTD
142
First Financial Bank - Trust Division
Ohio
$8.98M -$329K -2,788 -4%
CG
143
CFO4Life Group
Texas
$8.94M -$10.1M -85,859 -53%
CF
144
Corebridge Financial
Texas
$8.88M – – –
KPWS
145
Kestra Private Wealth Services
Texas
$8.81M +$2.48M +20,964 +39%
RCM
146
Ridgepath Capital Management
Tennessee
$8.66M +$8.66M +73,337 New
AI
147
Atria Investments
North Carolina
$8.55M +$1.03M +8,722 +14%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$8.54M -$445K -3,769 -5%
CCM
149
Coldstream Capital Management
Washington
$8.43M +$8.43M +71,368 New
HPC
150
HM Payson & Co
Maine
$8.38M – – –
4 5
6
7 8