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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
MOS
301
MGO One Seven
Ohio
$2.41M -$82.3K -698 -3%
GEM
302
Global Endowment Management
North Carolina
$2.38M
OAM
303
Oppenheimer Asset Management
New York
$2.38M +$2.35M +19,962 New
DLCIG
304
D.L. Carlson Investment Group
New Hampshire
$2.37M -$722K -6,117 -24%
CTA
305
Chesley Taft & Associates
Illinois
$2.31M +$162K +1,373 +8%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$2.31M -$401K -3,397 -15%
CI
307
Conning Inc
Connecticut
$2.29M
E
308
EntreWealth
Texas
$2.27M +$259K +2,192 +13%
CI
309
CPR Investments
Michigan
$2.22M -$2.16M -18,321 -50%
SFS
310
Sowell Financial Services
Arkansas
$2.18M -$1.51M -12,823 -41%
HH
311
Hilltop Holdings
Texas
$2.18M -$7.2K -61 -0.3%
RCA
312
Resonant Capital Advisors
Wisconsin
$2.17M -$6.37K -54 -0.3%
OMC
313
Old Mission Capital
Illinois
$2.16M -$1.15M -9,773 -35%
RCG
314
Regatta Capital Group
California
$2.14M +$61.1K +518 +3%
WT
315
Whittier Trust
California
$2.13M -$2.12K -18 -0.1%
RWM
316
RKL Wealth Management
Pennsylvania
$2.11M -$3.33M -28,191 -61%
SWM
317
SFG Wealth Management
Maryland
$2.11M +$2.09M +17,746 New
CWP
318
Concord Wealth Partners
Virginia
$2.07M -$478K -4,055 -19%
CAMV
319
Concord Asset Management (Virginia)
Virginia
$2.07M +$2.05M +17,412 New
SI
320
Stephens Inc
Arkansas
$2.05M -$158K -1,341 -7%
RAM
321
Riggs Asset Management
Pennsylvania
$2.04M -$77.6K -658 -4%
BP
322
BNP Paribas
France
$2.04M +$975K +8,267 +93%
PCMC
323
Paragon Capital Management (Colorado)
Colorado
$2.03M -$2.15M -18,206 -52%
AP
324
Atwood & Palmer
Missouri
$2.03M +$23.1K +196 +1%
MWA
325
MFA Wealth Advisors
Pennsylvania
$2.02M +$2M +16,988 New

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.