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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
AMC
776
Atlas Merchant Capital
New York
-$26.3M -222,222 Closed
WG
777
Watchman Group
Texas
-$17M -143,492 Closed
Thrivent Financial for Lutherans
778
Thrivent Financial for Lutherans
Minnesota
-$14.3M -123,295 Closed
Nisa Investment Advisors
779
Nisa Investment Advisors
Missouri
-$10.3M -87,500 Closed
RFA
780
Reyes Financial Architecture
California
-$10.1M -85,238 Closed
Citadel Advisors
781
Citadel Advisors
Florida
-$9.06M -76,827 Closed
CF
782
Corebridge Financial
Texas
-$8.88M -75,200 Closed
FDP
783
Financiere des Professionnels
Quebec, Canada
-$7.23M -61,200 Closed
G
784
GenTrust
Florida
-$4.56M -38,577 Closed
LW
785
Lauer Wealth
Indiana
-$4.07M -34,140 Closed
TC
786
TownSquare Capital
Utah
-$3.29M -27,826 Closed
PA
787
PFG Advisors
Arizona
-$2.96M -25,025 Closed
HOWA
788
Heritage Oak Wealth Advisors
Florida
-$2.74M -23,157 Closed
VAG
789
VisionPoint Advisory Group
Texas
-$2.65M -22,462 Closed
AFP
790
Ausdal Financial Partners
Iowa
-$2.45M -20,701 Closed
ARC
791
Advisor Resource Council
Texas
-$1.44M -12,323 Closed
JF
792
Jump Financial
Illinois
-$1.26M -10,692 Closed
Natixis Advisors
793
Natixis Advisors
Massachusetts
-$1.19M -10,081 Closed
XT
794
XTX Topco
Cayman Islands
-$675K -5,714 Closed
UBS AM
795
UBS AM
Illinois
-$673K -5,701 Closed
FFS
796
Founders Financial Securities
Maryland
-$583K -4,902 Closed
CFG
797
Cooper Financial Group
California
-$576K -4,877 Closed
GPA
798
Guerra Pan Advisors
New Jersey
-$552K -4,669 Closed
MG
799
Marex Group
-$513K -4,346 Closed
OC
800
Oppenheimer & Co
New York
-$501K -4,241 Closed

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.