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iShares 3-7 Year Treasury Bond ETF

773 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 305 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $276M | Put options by funds: $78.6M

104% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 54

25% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 244

8% more capital invested

Capital invested by funds: $11.9B → $12.8B (+$906M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 734773 (+39)

1.35% more ownership

Funds ownership: 82.15%83.5% (+1.3%)

Holders
773
Holders Change
+39
Holders Change %
+5.31%
% of All Funds
10.36%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
110
Increased
305
Reduced
244
Closed
54
Calls
$276M
Puts
$78.6M
Net Calls
+$198M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$122M +$5.99M +51,452 +5%
HNB
27
Huntington National Bank
Ohio
$109M
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$87.3M +$7.86M +67,511 +10%
FWI
29
Facet Wealth Inc
Maryland
$83.4M +$4.67M +40,115 +6%
SPIA
30
Strategic Point Investment Advisors
Rhode Island
$68.6M -$404K -3,470 -0.6%
CF
31
Clarity Financial
Texas
$67.9M +$2.26M +19,425 +3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$66.5M +$2.66M +22,844 +4%
SFG
33
SNS Financial Group
Minnesota
$66.1M +$2.31M +19,825 +4%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.1M -$5.43M -46,628 -8%
BlackRock
35
BlackRock
New York
$65.7M -$19.5M -167,672 -23%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$64.4M +$19.5M +167,318 +44%
ECM
37
Evergreen Capital Management
Washington
$63.2M +$5.08M +43,618 +9%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$56M +$12.9M +110,377 +30%
Mariner
39
Mariner
Kansas
$55.8M -$12.9M -110,474 -19%
WA
40
Waverly Advisors
Alabama
$55.5M +$35.3M +303,493 +183%
CA
41
CSM Advisors
Pennsylvania
$53.6M
CRC
42
Curi RMB Capital
Illinois
$53.5M +$16.8M +144,305 +47%
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$52.2M +$2.21M +18,970 +4%
Victory Capital Management
44
Victory Capital Management
Texas
$51.7M -$61.3K -526 -0.1%
AAG
45
Armstrong Advisory Group
Massachusetts
$45.1M
KeyBank National Association
46
KeyBank National Association
Ohio
$45.1M -$2.02M -17,345 -4%
TPCW
47
TD Private Client Wealth
New York
$43.1M -$1.02M -8,798 -2%
CM
48
Capula Management
Cayman Islands
$40.2M +$39.7M +340,510 New
DI
49
DDFG Inc
California
$39.3M -$1.42M -12,219 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$37.6M +$13M +111,822 +54%

IEI Hedge Fund Activity: Q1 2025 in Review

773 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2025, worth a combined $12.8B — up 7.6% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IEI positions and 54 closed out — a net gain of 56 holders — while 305 added to existing stakes and 244 trimmed.

The largest buyer was WIT LLC, adding an estimated $355M. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 773 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2025, up from 734 in Q4 2024.
  • Funds reported $12.8B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2025, up 7.6% quarter-over-quarter.
  • 110 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2025 and 54 closed out, a net change of +56 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2025 was WIT LLC, an estimated $355M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2025.