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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
WFA
551
WestHill Financial Advisors
California
$364K
CSC
552
Caldwell Sutter Capital
California
$363K +$16.4K +139 +5%
RA
553
RFG Advisory
Alabama
$360K -$349K -2,957 -49%
NWM
554
Napa Wealth Management
California
$358K -$69.1K -586 -16%
PEA
555
Park Edge Advisors
Ohio
$357K +$354K +2,999 New
JFG
556
JMG Financial Group
Illinois
$357K
CFD
557
Creative Financial Designs
Indiana
$356K +$48.1K +408 +16%
PFA
558
Petra Financial Advisors
Colorado
$350K -$7.31K -62 -2%
FHC
559
First Heartland Consultants
Missouri
$349K +$345K +2,928 New
FG
560
Foster Group
Iowa
$348K +$345K +2,923 New
PFM
561
Potomac Fund Management
Florida
$343K -$26.5K -225 -7%
PWP
562
Principle Wealth Partners
Connecticut
$338K -$282K -2,392 -46%
QWP
563
Quotient Wealth Partners
Texas
$338K +$86.2K +731 +35%
BW
564
Blalock Williams
Alabama
$337K -$597K -5,057 -64%
TRCT
565
Tower Research Capital (TRC)
New York
$327K +$317K +2,690 +4,483%
UI
566
Unconventional Investor
New Hampshire
$326K -$6.49K -55 -2%
BL
567
BFSG LLC
California
$324K
CIBC World Market
568
CIBC World Market
Ontario, Canada
$323K -$40.1K -340 -11%
VWM
569
Valley Wealth Managers
New Jersey
$317K -$5.66K -48 -2%
LCGC
570
Legacy Capital Group California
California
$315K -$43.3K -367 -12%
FA
571
Fiducient Advisors
Illinois
$313K
FGWP
572
Founders Grove Wealth Partners
Virginia
$313K +$310K +2,625 New
VPI
573
Value Partners Investments
Manitoba, Canada
$310K
BB
574
Busey Bank
Illinois
$308K +$2.95K +25 +1%
PPW
575
Pasadena Private Wealth
California
$300K

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.