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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
AIP
651
Ameritas Investment Partners
Nebraska
$149K +$1.06K +9 +0.7%
EB
652
Eastern Bank
Massachusetts
$143K -$9.08K -77 -6%
CB
653
CNB Bank
Pennsylvania
$133K
BCV
654
Banque Cantonale Vaudoise
Switzerland
$129K
FHA
655
First Horizon Advisors
Tennessee
$123K +$41.5K +352 +52%
MBFW
656
Morton Brown Family Wealth
Pennsylvania
$118K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$118K
AF
658
Advisornet Financial
Minnesota
$113K +$105K +890 +1,534%
AAS
659
Ameritas Advisory Services
Nebraska
$113K +$112K +946 New
BIG
660
Brooklyn Investment Group
New York
$111K +$110K +934 New
WTC
661
WhitTier Trust Company
Nevada
$106K
PWAM
662
Private Wealth Asset Management
Iowa
$101K -$8.85K -75 -8%
LFASL
663
Lugano Financial Advisors SA (LFA)
Switzerland
$98.9K
MA
664
Montag & Associates
Georgia
$98.7K -$25.1K -213 -20%
1IA
665
1620 Investment Advisors
Massachusetts
$95.2K -$2K -17 -2%
UBP
666
Union Bancaire Privee
Switzerland
$85.1K -$457K -3,874 -84%
CPA
667
Cardiff Park Advisors
California
$84.8K
MA
668
MCF Advisors
Kentucky
$83.8K
CMA
669
Cedar Mountain Advisors
Oregon
$83.6K +$26.5K +225 +47%
CT
670
Clearstead Trust
Maine
$83.5K
GIA
671
GHP Investment Advisors
Colorado
$83.1K
TCOV
672
Trust Company of Vermont
Vermont
$77.4K
BA
673
Bristlecone Advisors
Washington
$75.5K +$708 +6 +1%
CFB
674
Cullen/Frost Bankers
Texas
$71.1K +$26K +220 +58%
KWM
675
Kiker Wealth Management
Georgia
$67.6K

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.