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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
B
801
Bailard
California
-$486K -4,115 Closed
NCFG
802
New Century Financial Group
New Jersey
-$477K -4,040 Closed
FCI
803
Financial Counselors Inc
Kansas
-$460K -3,892 Closed
SC
804
Savant Capital
Illinois
-$421K -3,565 Closed
EWA
805
ERTS Wealth Advisors
Michigan
-$412K -3,486 Closed
LMKC
806
L.M. Kohn & Company
Ohio
-$404K -3,419 Closed
CA
807
Crumly & Associates
Illinois
-$386K -3,265 Closed
MPW
808
MGO Private Wealth
California
-$386K -3,264 Closed
LJAC
809
L.J. Altfest & Co
New York
-$381K -3,229 Closed
DFP
810
Defined Financial Planning
California
-$371K -3,144 Closed
CWMA
811
Capstone Wealth Management (Alabama)
Alabama
-$356K -3,012 Closed
BFO
812
Boston Family Office
Massachusetts
-$347K -2,934 Closed
KCM
813
Kathmere Capital Management
Pennsylvania
-$340K -2,880 Closed
SPW
814
Surience Private Wealth
Washington
-$335K -2,833 Closed
Fisher Asset Management
815
Fisher Asset Management
Washington
-$323K -2,732 Closed
AFM
816
Armstrong Fleming & Moore
District of Columbia
-$315K -2,669 Closed
B
817
Bellecapital
Switzerland
-$291K -2,466 Closed
DTC
818
Davidson Trust Company
Washington
-$290K -2,457 Closed
ACM
819
Avalon Capital Management
California
-$287K -2,427 Closed
Wolverine Trading
820
Wolverine Trading
Illinois
-$254K -2,150 Closed
TPA
821
Trivium Point Advisory
Connecticut
-$245K -2,072 Closed
BJL
822
Brighton Jones LLC
Washington
-$243K -2,059 Closed
Empower Advisory Group
823
Empower Advisory Group
Colorado
-$243K -2,058 Closed
FNBT
824
FineMark National Bank & Trust
Florida
-$239K -2,020 Closed
AC
825
AIFG Consultants
New York
-$232K -1,964 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.