We are live on ! Find out more
IEI icon

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
OAS
426
Optivise Advisory Services
Tennessee
$905K
TCCM
427
Timber Creek Capital Management
Massachusetts
$904K +$59.7K +506 +7%
RIA
428
Regal Investment Advisors
Michigan
$897K -$8.73K -74 -1%
PAYA
429
Phil A. Younker & Associates
Alaska
$893K
Betterment LLC
430
Betterment LLC
New York
$893K -$114K -964 -11%
SWP
431
Summit Wealth Partners
Florida
$891K -$20.1K -170 -2%
AWE
432
Avidian Wealth Enterprises
Texas
$877K -$24.3K -206 -3%
HPM
433
Hudson Portfolio Management
New York
$876K -$118K -1,000 -12%
JIP
434
Jaffetilchin Investment Partners
Florida
$873K +$5.54K +47 +0.6%
FA
435
Faithward Advisors
Pennsylvania
$871K +$34.6K +293 +4%
ULWM
436
Upper Left Wealth Management
Florida
$870K -$8.38K -71 -1%
IAS
437
IMA Advisory Services
Colorado
$861K -$2.48K -21 -0.3%
AFG
438
ABLE Financial Group
Arizona
$861K
PBO
439
Peoples Bank (Ohio)
Ohio
$842K
SG
440
StoneX Group
New York
$830K +$154K +1,305 +23%
OC
441
Optima Capital
Oregon
$829K -$510K -4,326 -38%
RT
442
Rockland Trust
Massachusetts
$810K -$5.54K -47 -0.7%
AWA
443
Arete Wealth Advisors
Illinois
$796K -$116K -986 -13%
SFGP
444
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$787K -$8.61K -73 -1%
MWM
445
Maridea Wealth Management
New York
$774K -$1.84M -15,565 -71%
SOS
446
Silver Oak Securities
Tennessee
$770K -$73K -619 -9%
CL
447
Choreo LLC
Illinois
$768K -$25.6K -217 -3%
PAM
448
Peak Asset Management
Colorado
$761K -$24.1K -204 -3%
FPW
449
Fairvoy Private Wealth
Alabama
$743K +$343K +2,911 +87%
RIS
450
Retirement Income Solutions
Michigan
$738K -$49.1K -416 -6%

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.