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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
DFA
776
DHJJ Financial Advisors
Illinois
$237
SVCP
777
Silicon Valley Capital Partners
California
-$33M -285,429 Closed
JHCM
778
Juniper Hill Capital Management
California
-$17.7M -153,297 Closed
MAC
779
Mason & Associates (California)
California
-$17M -147,170 Closed
NRI
780
NFP Retirement Inc
California
-$3.39M -29,350 Closed
CFGS
781
Concourse Financial Group Securities
Alabama
-$2.81M -24,304 Closed
MWM
782
Moulton Wealth Management
Washington
-$2.06M -17,787 Closed
PEA
783
Park Edge Advisors
Ohio
-$2.03M -17,599 Closed
EAM
784
Empirical Asset Management
Massachusetts
-$12.5K -12,495 Closed
FWM
785
FFT Wealth Management
Pennsylvania
-$1.06M -9,131 Closed
LP
786
LGL Partners
Pennsylvania
-$1.06M -9,131 Closed
CAS
787
Coppell Advisory Solutions
Texas
-$854K -7,390 Closed
CA
788
Crewe Advisors
Utah
-$754K -6,521 Closed
P
789
Pitcairn
Pennsylvania
-$640K -5,535 Closed
IAA
790
Independent Advisor Alliance
North Carolina
-$616K -5,333 Closed
AWM
791
Accurate Wealth Management
Florida
-$435K -3,792 Closed
SAM
792
Synergy Asset Management
Washington
-$378K -3,270 Closed
MPW
793
Magnolia Private Wealth
Pennsylvania
-$351K -3,039 Closed
CGA
794
Crescent Grove Advisors
Illinois
-$350K -3,025 Closed
SC
795
Scotia Capital
Ontario, Canada
-$328K -2,842 Closed
ACP
796
Aveo Capital Partners
Colorado
-$304K -2,635 Closed
HIF
797
Hill Island Financial
Michigan
-$294K -2,541 Closed
WHCI
798
W.H. Cornerstone Investments
Massachusetts
-$256K -2,213 Closed
BOPW
799
Brandywine Oak Private Wealth
Pennsylvania
-$241K -2,082 Closed
KIM
800
Kestra Investment Management
Texas
-$231K -1,997 Closed

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.