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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 %
WI
151
WrapManager Inc
California
$8.15M +$1.19M +10,109 +17%
MWC
152
MBM Wealth Consultants
Missouri
$8.15M +$510K +4,319 +7%
VPP
153
Vertex Planning Partners
Illinois
$8.07M +$474K +4,016 +6%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$7.94M +$340K +2,880 +4%
PPWP
155
Premier Path Wealth Partners
New Jersey
$7.85M +$595K +5,039 +8%
PG
156
Proffitt & Goodson
Tennessee
$7.62M +$300K +2,538 +4%
UCFA
157
United Capital Financial Advisors
Texas
$7.62M +$481K +4,071 +7%
KAS
158
Kestra Advisory Services
Texas
$7.48M +$1.03M +8,722 +16%
DC
159
Davenport & Co
Virginia
$7.45M +$69.3K +587 +0.9%
JIR
160
James Investment Research
Ohio
$7.29M +$47.3K +400 +0.7%
BIP
161
Blueprint Investment Partners
North Carolina
$7.26M +$4.39M +37,142 +153%
FDP
162
Financiere des Professionnels
Quebec, Canada
$7.23M +$2.36M +20,000 +49%
SCM
163
Sollinda Capital Management
Florida
$7.09M -$181K -1,535 -2%
UFA
164
US Financial Advisors
Massachusetts
$6.99M +$308K +2,605 +5%
EAM
165
Everstar Asset Management
North Carolina
$6.94M +$366K +3,101 +6%
MPPLM
166
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.94M +$965K +8,169 +16%
Allspring Global Investments
167
Allspring Global Investments
North Carolina
$6.86M – – –
MLM
168
Mount Lucas Management
Pennsylvania
$6.86M -$2.5M -21,135 -27%
PFS
169
Prospera Financial Services
Texas
$6.75M +$702K +5,939 +12%
FMN
170
Financial Management Network
California
$6.71M +$251K +2,124 +4%
Goldman Sachs
171
Goldman Sachs
New York
$6.57M -$11.5M -97,149 -64%
SWA
172
Stratos Wealth Advisors
Ohio
$6.52M -$97.3K -824 -1%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$6.52M +$1.97M +16,690 +43%
LWM
174
Latko Wealth Management
Illinois
$6.5M +$41.7K +353 +0.6%
AWM
175
Axxcess Wealth Management
California
$6.45M +$1.61M +13,596 +33%
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