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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
CW
251
CreativeOne Wealth
Kansas
$3.77M -$1.02M -8,607 -21%
T2I
252
Turim 21 Investimentos
Brazil
$3.76M +$201K +1,700 +6%
HFA
253
Hershey Financial Advisers
Pennsylvania
$3.73M +$3.69M +31,285 New
AFG
254
Atomi Financial Group
New York
$3.71M +$1.35M +11,413 +58%
BCM
255
Beaumont Capital Management
Massachusetts
$3.66M +$2.43M +20,585 +202%
BCM
256
Becker Capital Management
Oregon
$3.64M +$186K +1,573 +5%
VCM
257
Vision Capital Management
Oregon
$3.61M +$3.58M +30,346 New
Simplex Trading
258
Simplex Trading
Illinois
$3.59M +$2.03M +17,184 +133%
SPWM
259
Spartan Planning & Wealth Management
North Carolina
$3.53M +$304K +2,574 +10%
MFG
260
Magnus Financial Group
New York
$3.5M -$20.9K -177 -0.6%
WHCFA
261
William Howard & Co Financial Advisors
Tennessee
$3.47M +$1.53K +13 +0%
DCA
262
DSG Capital Advisors
Minnesota
$3.46M +$3.43M +29,050 New
KWM
263
Kingsview Wealth Management
Oregon
$3.4M +$654K +5,544 +24%
MSFS
264
Main Street Financial Solutions
Pennsylvania
$3.36M +$240K +2,036 +8%
CICC
265
Capital Investment Counsel (Colorado)
Colorado
$3.36M +$790K +6,698 +31%
CFAM
266
Center For Asset Management
Florida
$3.23M -$681K -5,771 -17%
VWA
267
Visionary Wealth Advisors
Illinois
$3.2M +$1.22M +10,352 +63%
CCAM
268
Cascades Capital Asset Management
North Carolina
$3.2M +$241K +2,041 +8%
MWM
269
Modern Wealth Management
Kansas
$3.17M +$3.14M +26,627 New
FFA
270
Fortune Financial Advisors
Kansas
$3.14M +$122K +1,036 +4%
TW
271
Trajan Wealth
Arizona
$3.09M -$259K -2,195 -8%
EAMA
272
EFG Asset Management (Americas)
Florida
$3.06M -$860K -7,291 -22%
GWM
273
Geneos Wealth Management
Colorado
$3.02M -$2.39M -20,266 -44%
MWM
274
Maltin Wealth Management
New Jersey
$2.97M +$807K +6,839 +38%
IA
275
IFP Advisors
Florida
$2.96M -$645K -5,469 -18%

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.