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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.43B +$195M +1,652,996 +16%
Bank of America
2
Bank of America
North Carolina
$913M +$110M +928,470 +14%
Invesco
3
Invesco
Georgia
$756M – – –
Financial Engines Advisors
4
Financial Engines Advisors
California
$485M -$7.75M -65,633 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$443M +$7.38M +62,496 +2%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$414M +$32.6M +275,886 +9%
Morgan Stanley
7
Morgan Stanley
New York
$374M +$49.3M +417,242 +15%
Ameriprise
8
Ameriprise
Minnesota
$290M +$31M +262,017 +12%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$286M +$29.5M +220,896 +11%
Cerity Partners
10
Cerity Partners
New York
$275M +$14.3M +120,856 +5%
AssetMark Inc
11
AssetMark Inc
California
$271M +$17.6M +148,796 +7%
Truist Financial
12
Truist Financial
North Carolina
$262M -$3.92M -33,166 -1%
Wells Fargo
13
Wells Fargo
California
$245M +$27.2M +230,337 +12%
LPL Financial
14
LPL Financial
California
$224M +$17M +144,253 +8%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$224M +$80.5M +681,364 +56%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$214M -$4.12M -34,891 -2%
UBS Group
17
UBS Group
Switzerland
$201M -$3.77M -31,891 -2%
Creative Planning
18
Creative Planning
Kansas
$182M -$12.2M -102,851 -6%
Stifel Financial
19
Stifel Financial
Missouri
$181M +$4.54M +38,467 +3%
WL
20
WIT LLC
District of Columbia
$168M +$106M +3,045,465 +173%
Raymond James Financial
21
Raymond James Financial
Florida
$163M -$5.71M -48,358 -3%
WA
22
WestEnd Advisors
North Carolina
$134M -$1.78M -15,048 -1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$131M -$224M -1,892,976 -63%
Charles Schwab
24
Charles Schwab
California
$125M -$1.57M -13,264 -1%
TWM
25
Tanglewood Wealth Management
Texas
$125M -$46.5M -393,682 -27%
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