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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
MWM
801
Mittelman Wealth Management
Massachusetts
-$229K -1,980 Closed
WS
802
Wedbush Securities
California
-$227K -1,967 Closed
RPGK
803
Retirement Planning Group (Kansas)
Kansas
-$218K -1,887 Closed
WGCA
804
Wolf Group Capital Advisors
Virginia
-$213K -1,843 Closed
MIFH
805
Migdal Insurance & Financial Holdings
Israel
-$205K -1,773 Closed
LC
806
Lavaca Capital
Texas
-$200K -1,731 Closed
Qube Research & Technologies (QRT)
807
Qube Research & Technologies (QRT)
United Kingdom
-$73.4K -635 Closed
MG
808
MilWealth Group
Wisconsin
-$61.7K -534 Closed
MCM
809
MidAtlantic Capital Management
Virginia
-$51K -441 Closed
SIS
810
Sound Income Strategies
Florida
-$48.4K -419 Closed
UB
811
UMB Bank
Missouri
-$27.8K -241 Closed
FFO
812
Fortitude Family Office
Arizona
-$27.2K -235 Closed
HIA
813
Harbor Investment Advisory
Maryland
-$25.9K -224 Closed
CP
814
Castleview Partners
Texas
-$23.8K -206 Closed
CJ
815
Caitlin John
Michigan
-$20.7K -179 Closed
AWM
816
Avior Wealth Management
Nebraska
-$19.6K -169 Closed
SIC
817
Salem Investment Counselors
North Carolina
-$18K -156 Closed
UCB
818
United Community Bank
South Carolina
-$15.6K -135 Closed
JFG
819
JDM Financial Group
Texas
-$14.2K -123 Closed
VHAM
820
Van Hulzen Asset Management
California
-$11.3K -98 Closed
HBW
821
Hazlett, Burt & Watson
West Virginia
-$7K -62 Closed
PMFA
822
Plante Moran Financial Advisors
Michigan
-$6.36K -55 Closed
LFG
823
Larson Financial Group
Missouri
-$4.97K -43 Closed
FMII
824
Farmers & Merchants Investments Inc
Nebraska
-$3.93K -34 Closed
PA
825
Pineridge Advisors
Missouri
-$3.22K -28 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.