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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
CWM
726
Cranbrook Wealth Management
Michigan
$15.5K
CT
727
Caldwell Trust
Florida
$15.2K
DF
728
Dunhill Financial
United Kingdom
$15.2K +$15.1K +128 New
TFG
729
Team Financial Group
California
$15.1K +$15K +127 New
CAWM
730
Capital A Wealth Management
Pennsylvania
$13.5K +$13.6K +115 New
CTWM
731
Cherry Tree Wealth Management
Minnesota
$13K -$10.1K -86 -44%
MHR
732
Matthew Hamilton Rosenberg
$12.9K -$8.02K -68 -39%
MWM
733
Mascoma Wealth Management
New Hampshire
$12.3K +$118 +1 +1%
JHCP
734
Jackson Hole Capital Partners
Oklahoma
$12.1K
EWM
735
EPG Wealth Management
Georgia
$11.8K
KGP
736
Keystone Global Partners
Colorado
$11.3K -$53.4K -453 -83%
BC
737
Barrett & Company
Rhode Island
$10.6K
MWA
738
Medallion Wealth Advisors
Connecticut
$10.4K +$8.26K +70 +389%
WIM
739
Westside Investment Management
California
$10.1K +$10K +85 New
BFP
740
Briaud Financial Planning
Texas
$10K
FFA
741
Founders Financial Alliance
North Carolina
$9.65K
WCM
742
Winthrop Capital Management
Indiana
$9K
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
$8.46K -$7.9K -67 -49%
NC
744
NewSquare Capital
Pennsylvania
$7.86K
FDCP
745
Foster Dykema Cabot & Partners
Massachusetts
$6.79K
GI
746
GAMMA Investing
California
$6.55K
MLA
747
MB, Levis & Associates
Pennsylvania
$5.96K
AUB
748
Atlantic Union Bankshares
Virginia
$5.83K +$5.78K +49 New
FWA
749
Flagship Wealth Advisors
Massachusetts
$5.48K +$2.48K +21 +84%
BONH
750
Bank of New Hampshire
New Hampshire
$5.36K

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.