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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
DI
51
DDFG Inc
California
$40.1M +$513K +4,349 +1%
Franklin Resources
52
Franklin Resources
California
$38M +$2.03M +17,174 +6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$36.7M -$1.19M -10,083 -3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$35.5M -$11K -93 -0%
SIA
55
SkyView Investment Advisors
New Jersey
$35.2M -$101K -857 -0.3%
OIA
56
OneDigital Investment Advisors
Kansas
$34.7M +$565K +4,793 +2%
SVCP
57
Silicon Valley Capital Partners
California
$34.1M +$33.8M +286,330 New
DWM
58
Dynasty Wealth Management
Florida
$32M -$512K -4,337 -2%
BBVA
59
Banco Bilbao Vizcaya Argentaria
Spain
$30.6M +$2.91M +24,639 +11%
CIM
60
Confluence Investment Management
Missouri
$29.7M +$23.8M +202,177 +428%
KFAA
61
Klaas Financial Asset Advisors
Illinois
$28.6M +$424K +3,591 +2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$28.5M -$2.48M -20,998 -8%
WJA
63
Willis Johnson & Associates
Texas
$28.4M +$1.29M +10,960 +5%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$27.8M +$399K +3,385 +1%
CA
65
CSM Advisors
Pennsylvania
$27.3M -$26.4M -223,800 -49%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$27.1M +$20.3M +172,196 +312%
CWM
67
Cabot Wealth Management
Massachusetts
$26.8M -$3.05M -25,858 -10%
BS
68
Banco Santander
Spain
$25.6M -$1.06M -8,977 -4%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$25.6M +$5.32M +45,118 +27%
HighTower Advisors
70
HighTower Advisors
Illinois
$25.5M -$1.13M -9,539 -4%
NHFG
71
New Harbor Financial Group
Massachusetts
$25.2M +$155K +1,313 +0.6%
US Bancorp
72
US Bancorp
Minnesota
$25.1M +$77.5K +657 +0.3%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$24.5M +$7.95M +67,413 +49%
ACA
74
Anchor Capital Advisors
Massachusetts
$23.9M -$723K -6,128 -3%
Allianz Asset Management
75
Allianz Asset Management
Germany
$23.9M +$5.44M +46,100 +30%

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.