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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
OA
626
Oxbow Advisors
Texas
$225K +$223K +1,892 New
IFA
627
Interactive Financial Advisors
Illinois
$222K -$118 -1 -0.1%
DJSG
628
D.J. St. Germain
Massachusetts
$219K
MWM
629
Modera Wealth Management
New Jersey
$214K -$11.9K -101 -5%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$212K +$210K +1,783 New
VVP
631
Venture Visionary Partners
Ohio
$211K +$209K +1,773 New
CCAL
632
City Center Advisors LLC
Michigan
$210K -$113K -957 -35%
EWM
633
Evercore Wealth Management
New York
$210K
HSA
634
HBK Sorce Advisory
Pennsylvania
$209K +$354 +3 +0.2%
RB
635
Renasant Bank
Mississippi
$209K
AL
636
ACAS LLC
California
$207K -$29.3K -248 -12%
SWA
637
Sax Wealth Advisors
New Jersey
$205K +$203K +1,725 New
DWM
638
Dakota Wealth Management
Florida
$204K -$34.4K -292 -15%
IFWM
639
Institute for Wealth Management
Colorado
$204K +$202K +1,714 New
AMBIA
640
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$236 +2 +0.1%
KA
641
Kovack Advisors
Florida
$202K -$70.8K -600 -26%
WWM
642
Western Wealth Management
Colorado
$201K -$69.8K -592 -26%
CF
643
Centaurus Financial
California
$196K -$13.8K -117 -7%
LCM
644
Logan Capital Management
Pennsylvania
$192K +$14.6K +124 +8%
WWM
645
Wolff Wiese Magana
California
$188K
IRC
646
Investors Research Corp
Georgia
$187K +$7.55K +64 +4%
EPAM
647
Evelyn Partners Asset Management
$170K
RI
648
Ridgewood Investments
New Jersey
$159K -$19K -161 -11%
RBC
649
Roble Belko & Company
Pennsylvania
$154K -$252K -2,135 -62%
CAL
650
Capital Analysts LLC
Pennsylvania
$150K +$472 +4 +0.3%

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.