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iShares 3-7 Year Treasury Bond ETF
IEI

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: 58 → 61 (+3)

0% more capital invested

Capital invested by funds: $12.8B → $12.8B (+$40.9K)

0% less funds holding

Funds holding: 773 → 771 (-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

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$75M
2
AAG
Armstrong Advisory Group
Massachusetts
+$65.1M
3
UBS Group
UBS Group
Switzerland
+$57.3M
4
BEI
Benjamin Edwards Inc
Missouri
+$56.1M
5
SERBOO
School Employees Retirement Board of Ohio
Ohio
+$49.6M

Top Sellers

Rank Fund Capital Flow
1
WL
WIT LLC
District of Columbia
-$275M
2
Invesco
Invesco
Georgia
-$248M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$211M
4
Bank of America
Bank of America
North Carolina
-$110M
5
Cerity Partners
Cerity Partners
New York
-$62.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
751
Quaker Wealth Management
New Jersey
$4.76K +$4.72K +40 New
ABWM
752
Alpine Bank Wealth Management
Colorado
$4.29K +$4.25K +36 New
TAM
753
Townsend Asset Management
North Carolina
$4.17K – – –
AIC
754
Archer Investment Corporation
Indiana
$4.06K – – –
Q1WB
755
Quest 10 Wealth Builders
Virginia
$3.81K – – –
TSMHT
756
Thurston Springer Miller Herd & Titak
Indiana
$3.81K – – –
PSFG
757
Park Square Financial Group
Georgia
$3.33K -$8.49K -72 -72%
TAM
758
Tucker Asset Management
Colorado
$3.21K – – –
VanEck Associates
759
VanEck Associates
New York
$3K -$7.55K -64 -70%
AFG
760
Albion Financial Group
Utah
$2.86K +$2.83K +24 New
AC
761
AlphaCore Capital
California
$2.5K – – –
SAM
762
Smartleaf Asset Management
Massachusetts
$2.38K -$29.8K -253 -93%
DWM
763
Dogwood Wealth Management
Kansas
$2.24K +$2.24K +19 New
IWM
764
IMG Wealth Management
Florida
$2.15K – – –
ST
765
Smithfield Trust
Pennsylvania
$2K -$944 -8 -36%
IF
766
Integrity Financial
Wyoming
$1.55K – – –
MYIA
767
Mount Yale Investment Advisors
Colorado
$1.49K +$1.53K +13 New
FGC
768
Financial Gravity Companies
Texas
$1.43K +$1.42K +12 New
HR
769
Howe & Rusling
New York
$1.07K -$590 -5 -36%
SAS
770
Spurstone Advisory Services
Connecticut
$952 – – –
SS
771
Sunbelt Securities
Texas
$621 – – –
IBOK
772
Independence Bank of Kentucky
Kentucky
$357 – – –
KFI
773
Key Financial Inc
Pennsylvania
$357 – – –
DFA
774
DHJJ Financial Advisors
Illinois
$239 – – –
CM
775
Capula Management
Cayman Islands
– -$40.2M -340,510 Closed
29 30
31
32 33

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.