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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
MLA
601
My Legacy Advisors
Oregon
$259K +$49.4K +419 +24%
SSA
602
SSA Swiss Advisors
$255K -$49.1K -416 -16%
RFP
603
Root Financial Partners
California
$254K +$251K +2,131 New
PIA
604
Perennial Investment Advisors
California
$254K -$42.2K -358 -14%
UAS
605
United Asset Strategies
New York
$252K -$25.7K -218 -9%
DIP
606
DT Investment Partners
Pennsylvania
$251K +$28.8K +244 +13%
MPCL
607
My Personal CFO LLC
Washington
$250K
NP
608
NorthRock Partners
Minnesota
$248K -$42.8K -363 -15%
W
609
Wealthquest
Ohio
$246K +$11.7K +99 +5%
FFM
610
Flagstone Financial Management
Nebraska
$243K -$5.07K -43 -2%
TFA
611
Tobias Financial Advisors
Florida
$243K
DIA
612
Dana Investment Advisors
Wisconsin
$240K -$24.5K -208 -9%
CPSC
613
Carl P. Sherr & Co
Massachusetts
$240K +$238K +2,015 New
HWM
614
HB Wealth Management
Georgia
$240K +$238K +2,015 New
CAS
615
Coppell Advisory Solutions
Texas
$239K +$238K +2,014 New
AL
616
Aspiriant LLC
California
$239K -$171K -1,451 -42%
B
617
Bensler
Washington
$235K +$11.4K +97 +5%
AFG
618
Arkansas Financial Group
Arkansas
$234K +$4.25K +36 +2%
SA
619
Sovran Advisors
California
$234K -$333K -2,822 -59%
KPWM
620
KDK Private Wealth Management
Texas
$233K +$9.79K +83 +4%
DWM
621
Dopkins Wealth Management
New York
$231K
FA
622
Flagstar Advisors
New York
$229K -$18.3K -155 -7%
LNB
623
Ledyard National Bank
$228K
BRWA
624
B. Riley Wealth Advisors
Florida
$226K +$224K +1,901 New
SPC
625
Sigma Planning Corp
Michigan
$225K -$145K -1,231 -39%

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.