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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
SIA
326
Strategic Investment Advisors
Michigan
$2.01M -$122K -1,030 -6%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.01M -$126K -1,070 -6%
AF
328
Allworth Financial
California
$2.01M +$421K +3,573 +27%
LPT
329
Legacy Private Trust
Wisconsin
$2.01M -$204K -1,732 -9%
ACA
330
Aptus Capital Advisors
Alabama
$1.93M -$295K -2,503 -13%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$1.93M -$155K -1,318 -8%
TCM
332
Twele Capital Management
Minnesota
$1.93M -$17.1K -145 -0.9%
CAM
333
Cresset Asset Management
Illinois
$1.9M -$170K -1,445 -8%
SCP
334
Silverleafe Capital Partners
Tennessee
$1.89M -$75.6K -641 -4%
SFG
335
SevenBridge Financial Group
Pennsylvania
$1.89M -$130K -1,105 -7%
ACM
336
AUA Capital Management
Pennsylvania
$1.89M
SPIA
337
Steward Partners Investment Advisory
New York
$1.88M -$570K -4,831 -23%
MWM
338
MY Wealth Management
Maryland
$1.86M +$1.84M +15,610 New
WAM
339
WNY Asset Management
New York
$1.84M +$1.18M +10,025 +185%
WC
340
Waterloo Capital
Texas
$1.83M +$1.82M +15,404 New
BLFG
341
Brian Low Financial Group
Louisiana
$1.82M +$1.8M +15,275 New
VCM
342
Verger Capital Management
North Carolina
$1.79M +$15.6K +132 +0.9%
EWM
343
Endowment Wealth Management
Wisconsin
$1.78M +$178K +1,508 +11%
CWM
344
Congress Wealth Management
Massachusetts
$1.77M +$528K +4,480 +43%
MWM
345
Meridian Wealth Management
Kentucky
$1.76M +$10.6K +90 +0.6%
MCC
346
Money Concepts Capital
Florida
$1.75M -$198K -1,682 -10%
EH
347
Equitable Holdings
New York
$1.74M +$427K +3,623 +33%
TA
348
TFB Advisors
Kansas
$1.73M -$36.7K -311 -2%
WAS
349
Wealth Advisory Solutions
Indiana
$1.67M +$208K +1,767 +14%
AG
350
AlTi Global
New York
$1.67M -$66.1K -560 -4%

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.