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iShares 3-7 Year Treasury Bond ETF

771 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 275 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $128M | Put options by funds: $104M

11% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 79

5% more funds holding in top 10

Funds holding in top 10: 5861 (+3)

0% more capital invested

Capital invested by funds: $12.8B → $12.8B (+$40.9K)

0% less funds holding

Funds holding: 773771 (-2)

8% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 299

1.26% less ownership

Funds ownership: 83.5%82.24% (-1.3%)

Holders
771
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
10.15%
Holding in Top 10
61
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.17%
% of All Funds
0.8%
New
88
Increased
275
Reduced
299
Closed
79
Calls
$128M
Puts
$104M
Net Calls
+$24.1M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Semitam Bonam
New York
$4.58M +$4.54M +38,464 New
YDMI
227
Y.D. More Investments
Israel
$4.58M -$221K -1,870 -5%
SMFG
228
Sumitomo Mitsui Financial Group
Japan
$4.55M +$258K +2,188 +6%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$4.55M -$3.43M -29,051 -43%
MA
230
MAS Advisors
Florida
$4.5M -$1.16M -9,814 -21%
DSAM
231
Dock Street Asset Management
Florida
$4.48M -$516K -4,378 -10%
OCG
232
Opus Capital Group
Ohio
$4.46M -$202K -1,710 -4%
BFC
233
Blue Fin Capital
Rhode Island
$4.44M +$153K +1,298 +4%
MAM
234
Madison Asset Management
Wisconsin
$4.38M -$12.6M -106,957 -74%
AIM
235
Acropolis Investment Management
Missouri
$4.36M +$801K +6,789 +23%
PWMAG
236
Pinnacle Wealth Management Advisory Group
New Jersey
$4.25M +$53.7K +455 +1%
Jane Street
237
Jane Street
New York
$4.23M +$3.17M +26,869 +311%
TIAA Trust, National Association
238
TIAA Trust, National Association
North Carolina
$4.15M +$3.87M +32,835 +1,603%
CFP
239
Cascade Financial Partners
California
$4.15M +$939K +7,957 +30%
SWM
240
Shelton Wealth Management
Texas
$4.14M +$2.05M +17,358 +100%
HCA
241
Heck Capital Advisors
Wisconsin
$4.13M +$134K +1,136 +3%
GFA
242
Gladwyn Financial Advisors
Virginia
$4.11M +$4.08M +34,554 New
JWCA
243
J.W. Cole Advisors
Florida
$4.1M +$1.17M +9,901 +40%
4WM
244
4J Wealth Management
Virginia
$4.07M -$25.2K -214 -0.6%
RHP
245
Royal Harbor Partners
Texas
$3.98M +$124K +1,052 +3%
NCG
246
Newport Capital Group
New Jersey
$3.98M -$19.5K -165 -0.5%
PWM
247
Perigon Wealth Management
California
$3.92M -$918K -7,778 -19%
NAM
248
NorthCrest Asset Manangement
Minnesota
$3.92M -$199K -1,689 -5%
LAMC
249
Longview Asset Management (California)
California
$3.8M -$16.6K -141 -0.4%
SC
250
Sykon Capital
New York
$3.8M +$283K +2,403 +8%

IEI Hedge Fund Activity: Q2 2025 in Review

771 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2025, worth a combined $12.8B — up 0% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IEI positions and 79 closed out — a net gain of 9 holders — while 275 added to existing stakes and 299 trimmed.

The largest buyer was Stifel Financial, adding an estimated $75M. The largest seller was WIT LLC, cutting an estimated $275M.

  • 771 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2025, down from 773 in Q1 2025.
  • Funds reported $12.8B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2025, up 0% quarter-over-quarter.
  • 88 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2025 and 79 closed out, a net change of +9 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2025 was Stifel Financial, an estimated $75M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2025 was WIT LLC, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2025.