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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
GWP
676
Gen-Wealth Partners
Michigan
$67.2K +$1.18K +10 +2%
BTI
677
Blue Trust Inc
Georgia
$63.9K +$19.7K +167 +45%
NS
678
NBC Securities
Alabama
$59K +$20.1K +170 +52%
FWP
679
FAS Wealth Partners
Kansas
$56.5K -$41.1K -348 -42%
PA
680
Parallel Advisors
California
$56.1K +$4.25K +36 +8%
CIBC Private Wealth Group
681
CIBC Private Wealth Group
Georgia
$53.8K -$15.2K -129 -22%
TPWA
682
Twin Peaks Wealth Advisors
California
$53.6K +$53.2K +451 New
CPG
683
Cornerstone Planning Group
New Jersey
$52.8K -$94.8K -804 -64%
TH
684
TCTC Holdings
Texas
$51.1K
CWM
685
Cedar Wealth Management
California
$50.6K +$50.1K +425 New
NRG
686
Nemes Rush Group
Michigan
$44.7K +$354 +3 +0.8%
CA
687
CoreCap Advisors
Michigan
$44.2K -$2.36K -20 -5%
SWIM
688
Smallwood Wealth Investment Management
New Jersey
$43.6K +$6.96K +59 +19%
WP
689
WealthShield Partners
North Carolina
$42.9K
AAP
690
Arax Advisory Partners
Colorado
$42.8K +$14.9K +126 +54%
RIL
691
Rothschild Investment LLC
Illinois
$42.2K +$118 +1 +0.3%
WB
692
Webster Bank
Connecticut
$41.1K +$1.18K +10 +3%
CBT
693
Crews Bank & Trust
Florida
$37.8K
OLVIG
694
Oliver Lagore Vanvalin Investment Group
Michigan
$36.4K +$36.3K +308 New
FDW
695
Fourth Dimension Wealth
Ohio
$36.1K
CMP
696
Coston McIsaac & Partners
Maine
$36K
DWA
697
Delos Wealth Advisors
Texas
$33.7K +$33.4K +283 New
LI
698
LRI Investments
Florida
$29.2K +$20.2K +171 +231%
RFS
699
Richardson Financial Services
Massachusetts
$27.3K -$118 -1 -0.4%
FM
700
Family Management
New York
$26.9K -$40K -339 -60%

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.