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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
BWL
701
Bogart Wealth LLC
Virginia
$26.8K
TIM
702
Tortoise Investment Management
New York
$26.2K
BOJHT
703
Bank of Jackson Hole Trust
Wyoming
$25.6K
BCMLT
704
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.1K +$12.6K +107 +103%
AW
705
Avion Wealth
Texas
$25K +$13.4K +114 +112%
MIFH
706
Migdal Insurance & Financial Holdings
Israel
$25K +$25K +212 New
CICI
707
Capital Investment Counsel Inc
North Carolina
$24.3K
BFO
708
Biltmore Family Office
North Carolina
$23.8K +$23.6K +200 New
PP
709
Pacifica Partners
Canada
$23.8K
CTC
710
Central Trust Company
Missouri
$23.7K
IHWM
711
Iron Horse Wealth Management
Iowa
$23.3K
AA
712
Ancora Advisors
Ohio
$20.8K
HDIM
713
Hanson & Doremus Investment Management
Vermont
$20K
NCM
714
Northwest Capital Management
Oregon
$19.5K -$28K -237 -59%
TF
715
Tompkins Financial
New York
$18.7K
HC
716
Hara Capital
Washington
$18.6K
BIM
717
Breakwater Investment Management
Washington
$18.1K
FMP
718
Financial Management Professionals
Texas
$18K
WA
719
WPG Advisers
Maryland
$16.9K
ANBT
720
American National Bank & Trust
Texas
$16.8K +$16.6K +141 New
FNWA
721
Financial Network Wealth Advisors
Utah
$16.2K
GFL
722
Granite FO LLC
New Hampshire
$15.8K
CWM
723
Copia Wealth Management
Oregon
$15.8K +$3.3K +28 +27%
FF
724
Friedenthal Financial
New Jersey
$15.7K -$4.4M -37,319 -100%
VCM
725
Versant Capital Management
Arizona
$15.6K

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.