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iShares 3-7 Year Treasury Bond ETF

773 hedge funds and large institutions have $12.8B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 305 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $276M | Put options by funds: $78.6M

104% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 54

25% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 244

8% more capital invested

Capital invested by funds: $11.9B → $12.8B (+$906M)

5% more funds holding in top 10

Funds holding in top 10: 5558 (+3)

5% more funds holding

Funds holding: 734773 (+39)

1.35% more ownership

Funds ownership: 82.15%83.5% (+1.3%)

Holders
773
Holders Change
+39
Holders Change %
+5.31%
% of All Funds
10.36%
Holding in Top 10
58
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.45%
% of All Funds
0.78%
New
110
Increased
305
Reduced
244
Closed
54
Calls
$276M
Puts
$78.6M
Net Calls
+$198M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
676
Bristlecone Advisors
Washington
$74.2K +$349 +3 +0.5%
CIBC Private Wealth Group
677
CIBC Private Wealth Group
Georgia
$68.7K +$2.79K +24 +4%
KWM
678
Kiker Wealth Management
Georgia
$67.1K +$4.08K +35 +7%
FM
679
Family Management
New York
$66.7K
GWP
680
Gen-Wealth Partners
Michigan
$65.4K +$582 +5 +0.9%
KGP
681
Keystone Global Partners
Colorado
$64.7K +$63.8K +548 New
TCPG
682
Trivant Custom Portfolio Group
California
$58.9K +$46.2K +397 +389%
CMA
683
Cedar Mountain Advisors
Oregon
$56.4K
PA
684
Parallel Advisors
California
$51.4K -$74.4K -639 -59%
TH
685
TCTC Holdings
Texas
$50.7K
NCM
686
Northwest Capital Management
Oregon
$47.4K
CA
687
CoreCap Advisors
Michigan
$46.2K +$1.63K +14 +4%
CFB
688
Cullen/Frost Bankers
Texas
$44.5K +$34.2K +294 +354%
NRG
689
Nemes Rush Group
Michigan
$43.9K +$233 +2 +0.5%
BTI
690
Blue Trust Inc
Georgia
$43.7K
WP
691
WealthShield Partners
North Carolina
$42.5K -$4.31K -37 -9%
RIL
692
Rothschild Investment LLC
Illinois
$41.8K +$1.51K +13 +4%
WB
693
Webster Bank
Connecticut
$39.6K +$32K +275 +458%
NS
694
NBC Securities
Alabama
$38K +$38.3K +329 New
CBT
695
Crews Bank & Trust
Florida
$37.4K +$30.6K +263 +487%
SWIM
696
Smallwood Wealth Investment Management
New Jersey
$36.3K +$35.7K +307 New
CMP
697
Coston McIsaac & Partners
Maine
$36K
FDW
698
Fourth Dimension Wealth
Ohio
$35.8K -$9.43K -81 -21%
SAM
699
Smartleaf Asset Management
Massachusetts
$32.2K +$2.68K +23 +9%
AAP
700
Arax Advisory Partners
Colorado
$27.5K -$951K -8,166 -97%

IEI Hedge Fund Activity: Q1 2025 in Review

773 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2025, worth a combined $12.8B — up 7.6% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IEI positions and 54 closed out — a net gain of 56 holders — while 305 added to existing stakes and 244 trimmed.

The largest buyer was WIT LLC, adding an estimated $355M. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 773 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2025, up from 734 in Q4 2024.
  • Funds reported $12.8B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2025, up 7.6% quarter-over-quarter.
  • 110 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2025 and 54 closed out, a net change of +56 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2025 was WIT LLC, an estimated $355M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2025.