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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
SW
376
Simplicity Wealth
New Jersey
$1.32M +$468K +3,967 +56%
MCP
377
Martin Capital Partners
Oregon
$1.28M +$561K +4,752 +79%
Pathstone Holdings
378
Pathstone Holdings
New Jersey
$1.28M +$1.06M +9,013 +513%
BCA
379
Bay Colony Advisors
Massachusetts
$1.27M +$345K +2,922 +38%
CM
380
Columbus Macro
Pennsylvania
$1.26M +$264K +2,239 +27%
BSB
381
Bangor Savings Bank
Maine
$1.24M -$28.8K -244 -2%
BCM
382
Brookstone Capital Management
Illinois
$1.23M -$276K -2,342 -18%
HWA
383
HCR Wealth Advisors
California
$1.23M +$23.6K +200 +2%
MFG
384
Merit Financial Group
Georgia
$1.21M -$711K -6,030 -37%
JWCA
385
J.W. Coons Advisors
Ohio
$1.2M +$15.3K +130 +1%
IMC Chicago
386
IMC Chicago
Illinois
$1.19M +$1.18M +10,009 New
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$1.19M +$309K +2,616 +35%
IPWA
388
International Private Wealth Advisors
California
$1.16M +$260K +2,207 +29%
PAS
389
Park Avenue Securities
New York
$1.14M -$236K -2,000 -17%
DWP
390
Daymark Wealth Partners
Ohio
$1.1M -$177K -1,502 -14%
FWM
391
FLP Wealth Management
Arkansas
$1.09M -$242K -2,052 -18%
Vontobel Holding
392
Vontobel Holding
Switzerland
$1.09M -$55.8K -473 -5%
SCA
393
Strathmore Capital Advisors
North Carolina
$1.06M +$1.06M +8,978 New
CWA
394
CogentBlue Wealth Advisors
Tennessee
$1.04M -$55.1K -467 -5%
PAS
395
PKS Advisory Services
New York
$1.03M -$6.25K -53 -0.6%
VFA
396
Voya Financial Advisors
Connecticut
$1.02M +$400K +3,390 +65%
CAG
397
Crestwood Advisors Group
Massachusetts
$1.01M +$35.3K +299 +4%
EB
398
Emprise Bank
Kansas
$1.01M +$1M +8,490 New
LSIA
399
LaSalle St. Investment Advisors
Illinois
$1.01M
IWC
400
Integrated Wealth Concepts
Massachusetts
$1.01M -$135K -1,143 -12%

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.