We are live on ! Find out more
IEI icon

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
RFS
701
Richardson Financial Services
Massachusetts
$27.2K
BWL
702
Bogart Wealth LLC
Virginia
$26.6K
PA
703
PSI Advisors
Florida
$26.3K -$12.9K -111 -33%
TIM
704
Tortoise Investment Management
New York
$26K
BOJHT
705
Bank of Jackson Hole Trust
Wyoming
$25.3K -$39.1K -336 -61%
HCP
706
Hexagon Capital Partners
Arkansas
$25.3K
CICI
707
Capital Investment Counsel Inc
North Carolina
$24.1K
PP
708
Pacifica Partners
Canada
$23.8K
CTC
709
Central Trust Company
Missouri
$23.5K +$23.2K +199 New
IHWM
710
Iron Horse Wealth Management
Iowa
$23.2K +$22.8K +196 New
CTWM
711
Cherry Tree Wealth Management
Minnesota
$23K
MHR
712
Matthew Hamilton Rosenberg
$20.8K +$2.68K +23 +15%
AA
713
Ancora Advisors
Ohio
$20.7K
SIM
714
Synergy Investment Management
Florida
$19.3K +$10.6K +91 +126%
HDIM
715
Hanson & Doremus Investment Management
Vermont
$19K +$19.2K +165 New
TF
716
Tompkins Financial
New York
$18.5K
HC
717
Hara Capital
Washington
$18.4K -$519K -4,456 -97%
BIM
718
Breakwater Investment Management
Washington
$18K
FMP
719
Financial Management Professionals
Texas
$17.8K
CA
720
Continuum Advisory
Idaho
$16.9K -$8.5K -73 -34%
WA
721
WPG Advisers
Maryland
$16.8K
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
$16.3K +$7.57K +65 +89%
FNWA
723
Financial Network Wealth Advisors
Utah
$16.1K +$15.8K +136 New
GFL
724
Granite FO LLC
New Hampshire
$15.7K
VCM
725
Versant Capital Management
Arizona
$15.5K

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.