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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
IIM
276
InTrack Investment Management
Vermont
$2.93M +$2.9M +24,624 New
CWA
277
Centennial Wealth Advisory
Michigan
$2.93M -$390K -3,302 -12%
GS
278
GTS Securities
New York
$2.92M +$2.4M +20,318 +488%
CWP
279
Cyndeo Wealth Partners
Florida
$2.89M +$1.36M +11,529 +91%
WWM
280
Whalen Wealth Management
Nevada
$2.89M +$1.1M +9,339 +63%
ES
281
ETF Store
Kansas
$2.88M -$58K -492 -2%
RCS
282
Retirement Capital Strategies
California
$2.85M +$2.83M +23,968 New
GRP
283
Global Retirement Partners
California
$2.85M +$2.82M +23,892 New
IWM
284
IHT Wealth Management
Illinois
$2.73M -$1.52M -12,875 -36%
CIAS
285
Capital Investment Advisory Services
North Carolina
$2.69M -$103K -877 -4%
TFA
286
Tranquilli Financial Advisor
New Jersey
$2.69M +$1.41M +11,955 +113%
IFG
287
Independent Financial Group
California
$2.69M +$103K +869 +4%
ODIJL
288
One Day In July LLC
Vermont
$2.68M -$337K -2,857 -11%
Millennium Management
289
Millennium Management
New York
$2.67M -$8.96M -75,935 -77%
DWA
290
Delap Wealth Advisory
Oregon
$2.67M -$50K -424 -2%
RFC
291
Regions Financial Corp
Alabama
$2.61M -$339K -2,871 -12%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$2.59M -$244K -2,072 -9%
TIA
293
Traphagen Investment Advisors
New Jersey
$2.56M -$140K -1,184 -5%
RVM
294
Robinson Value Management
Texas
$2.54M -$115K -975 -4%
SF
295
Synovus Financial
Georgia
$2.52M -$11.2M -94,827 -82%
EWA
296
EP Wealth Advisors
California
$2.51M +$2.17M +18,409 +691%
FT
297
Fiduciary Trust
Massachusetts
$2.49M -$241K -2,042 -9%
HSBC Holdings
298
HSBC Holdings
United Kingdom
$2.47M +$66.4K +563 +3%
VPA
299
Vernal Point Advisors
California
$2.47M
BHBT
300
Burke & Herbert Bank & Trust
Virginia
$2.44M -$7.67K -65 -0.3%

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.