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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
TPWA
576
TRUE Private Wealth Advisors
Oregon
$300K -$67.4K -571 -18%
PPC
577
Park Place Capital
Alabama
$299K
HIP
578
HUB Investment Partners
Texas
$295K +$59.7K +506 +26%
RF
579
Rossby Financial
Florida
$294K -$2.12K -18 -0.7%
PA
580
Procyon Advisors
Connecticut
$291K +$288K +2,440 New
MG
581
Mather Group
Illinois
$289K -$26.4K -224 -8%
PFG
582
Prosperity Financial Group
California
$289K +$286K +2,423 New
ACM
583
Advance Capital Management
Michigan
$287K
AWM
584
Adams Wealth Management
Utah
$286K -$23.4K -198 -8%
CI
585
CacheTech Inc
Utah
$286K -$23.4K -198 -8%
AA
586
Alesco Advisors
New York
$285K -$1.42K -12 -0.5%
DWAM
587
Duncan Williams Asset Management
Tennessee
$277K
CWM
588
Chemistry Wealth Management
New York
$277K
GFG
589
Goldstone Financial Group
Illinois
$276K +$37.5K +318 +16%
FFC
590
Frederick Financial Consultants
Maryland
$275K -$21.9K -186 -7%
CCA
591
Cobblestone Capital Advisors
New York
$273K
CA
592
Calton & Associates
Florida
$273K +$270K +2,293 New
PIMG
593
Patriot Investment Management Group
Tennessee
$272K +$9.55K +81 +4%
WA
594
Westfuller Advisors
New York
$269K +$2.36K +20 +0.9%
BA
595
Brightwater Advisory
Florida
$269K +$44.2K +375 +20%
GWP
596
Gateway Wealth Partners
Wisconsin
$267K +$265K +2,246 New
HT
597
Headlands Technologies
Illinois
$266K +$95.5K +810 +57%
SC
598
SouthState Corp
Florida
$263K +$3.54K +30 +1%
DFA
599
DHK Financial Advisors
New Hampshire
$262K -$260K -2,200 -50%
KWMG
600
King Wealth Management Group
Florida
$260K +$12.2K +103 +5%

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.