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iShares 3-7 Year Treasury Bond ETF
IEI

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: 55 → 58 (+3)

5% more funds holding

Funds holding: 734 → 773 (+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

Top Buyers

Rank Fund Capital Flow
1
WL
WIT LLC
District of Columbia
+$355M
2
JP Morgan Chase
JP Morgan Chase
New York
+$192M
3
Bank of America
Bank of America
North Carolina
+$108M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$79.3M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$58.2M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$220M
2
TWM
Tanglewood Wealth Management
Texas
-$45.8M
3
SVCP
Silicon Valley Capital Partners
California
-$33M
4
SF
Synovus Financial
Georgia
-$29.7M
5
FWP
FAS Wealth Partners
Kansas
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
751
Lindbrook Capital
California
$6.03K +$5.94K +51 New
MLA
752
MB, Levis & Associates
Pennsylvania
$5.91K – – –
SSB
753
Sandy Spring Bank
Maryland
$5.79K – – –
BONH
754
Bank of New Hampshire
New Hampshire
$5.32K – – –
LWA
755
Lowe Wealth Advisors
Maryland
$4.72K +$4.66K +40 New
TAM
756
Townsend Asset Management
North Carolina
$4.13K +$4.08K +35 New
AIC
757
Archer Investment Corporation
Indiana
$4.02K – – –
LRWM
758
Lord & Richards Wealth Management
Colorado
$3.9K +$3.84K +33 New
Q1WB
759
Quest 10 Wealth Builders
Virginia
$3.78K -$466 -4 -11%
TSMHT
760
Thurston Springer Miller Herd & Titak
Indiana
$3.78K – – –
TAM
761
Tucker Asset Management
Colorado
$3.19K -$4.54K -39 -59%
ST
762
Smithfield Trust
Pennsylvania
$3K – – –
FWA
763
Flagship Wealth Advisors
Massachusetts
$2.95K – – –
AC
764
AlphaCore Capital
California
$2.48K +$2.44K +21 New
CWC
765
Carolinas Wealth Consulting
North Carolina
$2.25K – – –
MWA
766
Medallion Wealth Advisors
Connecticut
$2.12K – – –
IWM
767
IMG Wealth Management
Florida
$2.12K – – –
HR
768
Howe & Rusling
New York
$1.65K -$12.9K -111 -89%
IF
769
Integrity Financial
Wyoming
$1.54K – – –
FGAM
770
Financial Gravity Asset Management
Texas
$1.42K +$1.4K +12 New
SAS
771
Spurstone Advisory Services
Connecticut
$945 +$932 +8 New
AG
772
AmeriFlex Group
Nevada
$827 -$2.79K -24 -77%
SS
773
Sunbelt Securities
Texas
$638 – – –
IBOK
774
Independence Bank of Kentucky
Kentucky
$354 – – –
KFI
775
Key Financial Inc
Pennsylvania
$354 – – –
29 30
31
32 33

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.