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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
CWM
726
Cranbrook Wealth Management
Michigan
$15.4K
GGI
727
Godsey & Gibb Inc
Virginia
$15.1K +$14.9K +128 New
CT
728
Caldwell Trust
Florida
$15.1K +$4.66K +40 +45%
FPB
729
First PREMIER Bank
South Dakota
$15K
CWM
730
Copia Wealth Management
Oregon
$12.4K
BCMLT
731
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K +$11.5K +99 +1,980%
MWM
732
Mascoma Wealth Management
New Hampshire
$12.1K +$11.9K +102 New
JHCP
733
Jackson Hole Capital Partners
Oklahoma
$12.1K
Daiwa Securities Group
734
Daiwa Securities Group
Japan
$12K -$2.33K -20 -16%
PSFG
735
Park Square Financial Group
Georgia
$11.8K
EWM
736
EPG Wealth Management
Georgia
$11.7K -$8.97K -77 -44%
AW
737
Avion Wealth
Texas
$11K
VanEck Associates
738
VanEck Associates
New York
$11K
BC
739
Barrett & Company
Rhode Island
$10.5K -$14.4K -124 -58%
BFP
740
Briaud Financial Planning
Texas
$10K
FFA
741
Founders Financial Alliance
North Carolina
$9.57K
WCM
742
Winthrop Capital Management
Indiana
$9K
LI
743
LRI Investments
Florida
$8.74K +$8.62K +74 New
SIC
744
SJS Investment Consulting
Ohio
$8.51K +$8.38K +72 New
AFS
745
Anderson Financial Strategies
Ohio
$8.03K -$6.39M -54,834 -100%
NC
746
NewSquare Capital
Pennsylvania
$7.8K +$7.69K +66 New
TRCT
747
Tower Research Capital (TRC)
New York
$7.09K +$3.14K +27 +82%
AF
748
Advisornet Financial
Minnesota
$6.85K +$6.75K +58 New
FDCP
749
Foster Dykema Cabot & Partners
Massachusetts
$6.73K +$6.64K +57 New
GI
750
GAMMA Investing
California
$6.5K

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.