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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
WANY
526
Wealthspire Advisors (New York)
New York
$418K -$418K -3,540 -50%
NL
527
NDWM LLC
California
$417K +$1.06K +9 +0.3%
AI
528
Arrien Investments
Idaho
$410K +$406K +3,439 New
NB
529
NBT Bank
New York
$399K
Members Trust
530
Members Trust
Florida
$398K
RF
531
Robinswood Financial
Washington
$395K
TFGT
532
TS Financial Group (TSFG)
Illinois
$393K -$53.1K -450 -12%
JSSH
533
J. Safra Sarasin Holding
$393K +$389K +3,296 New
FAM
534
Forte Asset Management
New York
$387K
VAS
535
Vestmark Advisory Solutions
Massachusetts
$387K +$383K +3,247 New
JWM
536
JGP Wealth Management
Oregon
$386K +$132K +1,123 +53%
EFH
537
Eaton Financial Holdings
Florida
$386K +$382K +3,238 New
AWM
538
Aries Wealth Management
Maine
$386K
AIM
539
Alhambra Investment Management
Florida
$384K
CIC
540
Carnegie Investment Counsel
Ohio
$383K -$152K -1,290 -29%
PF
541
Phoenix Financial
Israel
$383K
EP
542
Edgestream Partners
New Jersey
$372K +$368K +3,123 New
TSS
543
Two Sigma Securities
New York
$371K +$111K +937 +43%
LWA
544
Lowe Wealth Advisors
Maryland
$371K +$363K +3,074 +7,685%
KIM
545
Kestra Investment Management
Texas
$371K +$367K +3,113 New
WA
546
WBH Advisory
Maryland
$369K +$366K +3,099 New
GWA
547
Genesis Wealth Advisors
Massachusetts
$367K -$4.95K -42 -1%
VCP
548
Vista Capital Partners
Oregon
$366K -$24.4K -207 -6%
OWP
549
Obermeyer Wealth Partners
Colorado
$366K +$362K +3,073 New
FIM
550
Freedom Investment Management
Connecticut
$365K +$5.43K +46 +2%

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.