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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
Franklin Resources
51
Franklin Resources
California
$35.6M +$2.67M +22,956 +8%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$35.2M +$2.94M +25,222 +9%
SIA
53
SkyView Investment Advisors
New Jersey
$35.1M +$3.8M +32,620 +12%
OIA
54
OneDigital Investment Advisors
Kansas
$33.9M +$625K +5,370 +2%
DWM
55
Dynasty Wealth Management
Florida
$32.2M +$31.8M +272,960 New
CLGM
56
Capitolis Liquid Global Markets
New York
$31.4M +$31M +265,900 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$30.9M +$15.8M +135,402 +107%
Osaic Holdings
58
Osaic Holdings
Arizona
$30.2M +$4.85M +41,684 +19%
CWM
59
Cabot Wealth Management
Massachusetts
$29.7M +$16M +137,109 +120%
SWP
60
Sagespring Wealth Partners
Tennessee
$28.6M +$28.2M +242,067 New
Lido Advisors
61
Lido Advisors
California
$28.1M -$9.62M -82,573 -26%
KFAA
62
Klaas Financial Asset Advisors
Illinois
$28M +$376K +3,225 +1%
BBVA
63
Banco Bilbao Vizcaya Argentaria
Spain
$27.6M +$6.24M +53,582 +30%
CA
64
Clearstead Advisors
Ohio
$27.4M +$20.7M +177,478 +326%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$27.2M -$323K -2,776 -1%
WJA
66
Willis Johnson & Associates
Texas
$26.8M +$709K +6,086 +3%
BS
67
Banco Santander
Spain
$26.5M +$424K +3,642 +2%
HighTower Advisors
68
HighTower Advisors
Illinois
$26.4M -$1.9M -16,288 -7%
AMC
69
Atlas Merchant Capital
New York
$26.3M
NHFG
70
New Harbor Financial Group
Massachusetts
$24.9M +$24.5M +210,656 New
US Bancorp
71
US Bancorp
Minnesota
$24.8M -$2.74M -23,495 -10%
MW
72
MBL Wealth
North Carolina
$24.6M +$421K +3,618 +2%
ACA
73
Anchor Capital Advisors
Massachusetts
$24.4M +$77.4K +665 +0.3%
HCM
74
Hilton Capital Management
New York
$24.2M +$8.75M +75,119 +58%
RWP
75
RWA Wealth Partners
Massachusetts
$23.1M -$12.1M -103,761 -35%

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.