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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
IWM
476
Iams Wealth Management
Nebraska
$598K +$13.8K +117 +2%
BEC
477
Blue Edge Capital
Virginia
$598K -$81K -687 -12%
RW
478
Rede Wealth
Virginia
$588K -$2.71K -23 -0.5%
KFG
479
Kelly Financial Group
Connecticut
$583K -$783K -6,639 -58%
CB
480
Cadence Bank
Mississippi
$579K
NWM
481
Northwest Wealth Management
Iowa
$576K +$37.2K +315 +7%
WSFS
482
Wilmington Savings Fund Society
Delaware
$576K -$65.5K -555 -10%
BPWM
483
Badgley Phelps Wealth Managers
Washington
$575K +$23.6K +200 +4%
TWC
484
TD Waterhouse Canada
Ontario, Canada
$570K -$14.7K -125 -3%
SYBT
485
Stock Yards Bank & Trust
Kentucky
$568K -$22.1K -187 -4%
CFO
486
CVA Family Office
Colorado
$568K -$3.42K -29 -0.6%
ACP
487
Argyle Capital Partners
California
$563K +$123K +1,043 +28%
AWA
488
Arkadios Wealth Advisors
Georgia
$563K -$382K -3,242 -41%
BWP
489
BSW Wealth Partners
Colorado
$560K -$50.1K -425 -8%
MIA
490
MMBG Investment Advisors
Florida
$559K +$163K +1,380 +42%
BAM
491
Berkshire Asset Management
Pennsylvania
$558K +$553K +4,684 New
FSA
492
Financial Services Advisory
Maryland
$555K +$550K +4,660 New
AA
493
Argent Advisors
Louisiana
$546K -$59.5K -504 -10%
SF
494
Summit Financial
New Jersey
$545K -$281K -2,378 -34%
SGAM
495
Stephens Group Asset Management
Arkansas
$541K -$44.8K -380 -8%
FUBT
496
First United Bank & Trust
Maryland
$539K +$133K +1,128 +33%
RWB
497
RMR Wealth Builders
New Jersey
$536K
PTC
498
Private Trust Company
Ohio
$532K +$60.8K +515 +13%
EW
499
Element Wealth
Mississippi
$529K -$19.7K -167 -4%
NWAG
500
Net Worth Advisory Group
Utah
$528K +$523K +4,436 New

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.