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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
HNB
26
Huntington National Bank
Ohio
$113M
AAG
27
Armstrong Advisory Group
Massachusetts
$112M +$65.1M +551,950 +141%
BlackRock
28
BlackRock
New York
$99.2M +$32.7M +277,270 +50%
FWI
29
Facet Wealth Inc
Maryland
$92.9M +$9.22M +78,176 +11%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$89.3M +$1.27M +10,777 +1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$76.9M +$11.9M +100,552 +18%
ECM
32
Evergreen Capital Management
Washington
$76M +$12.2M +103,230 +19%
BEI
33
Benjamin Edwards Inc
Missouri
$70.8M +$56.1M +475,718 +399%
SPIA
34
Strategic Point Investment Advisors
Rhode Island
$69.6M +$431K +3,656 +0.6%
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$69.4M +$12.8M +108,795 +23%
CF
36
Clarity Financial
Texas
$69.1M +$679K +5,759 +1%
SFG
37
SNS Financial Group
Minnesota
$68.4M +$1.75M +14,829 +3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$66.3M -$795K -6,736 -1%
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.7M -$902K -7,650 -1%
Osaic Holdings
40
Osaic Holdings
Arizona
$59.4M +$28.8M +243,928 +95%
SWP
41
Sagespring Wealth Partners
Tennessee
$57.5M +$28.4M +240,797 +99%
Mariner
42
Mariner
Kansas
$57.2M +$895K +7,590 +2%
WA
43
Waverly Advisors
Alabama
$55M -$944K -8,003 -2%
CRC
44
Curi RMB Capital
Illinois
$54.8M +$897K +7,608 +2%
Goldman Sachs
45
Goldman Sachs
New York
$50.1M +$43.1M +365,478 +657%
SERBOO
46
School Employees Retirement Board of Ohio
Ohio
$50.1M +$49.6M +420,470 New
CFIA
47
Cantor Fitzgerald Investment Advisors
New York
$50M -$2.62M -22,222 -5%
Victory Capital Management
48
Victory Capital Management
Texas
$48.8M -$3.3M -27,985 -6%
KeyBank National Association
49
KeyBank National Association
Ohio
$45.6M +$123K +1,039 +0.3%
TPCW
50
TD Private Client Wealth
New York
$42.3M -$1.13M -9,614 -3%

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.