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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
CAAS
826
Capital Asset Advisory Services
Michigan
-$221K -1,879 Closed
KFS
827
Kelly Financial Services
Massachusetts
-$216K -1,832 Closed
Squarepoint
828
Squarepoint
New York
-$212K -1,798 Closed
FIA
829
Foundations Investment Advisors
Arizona
-$207K -1,755 Closed
C
830
Certuity
Florida
-$206K -1,745 Closed
GVCM
831
Global View Capital Management
Wisconsin
-$206K -1,741 Closed
NG
832
Novem Group
New York
-$205K -1,738 Closed
Manulife (Manufacturers Life Insurance)
833
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$205K -1,734 Closed
GIA
834
Gladstone Institutional Advisory
Florida
-$204K -1,727 Closed
CGFA
835
Colton Groome Financial Advisors
North Carolina
-$202K -1,691 Closed
CCM
836
Cutler Capital Management
Massachusetts
-$107K -902 Closed
WF
837
Wayfinding Financial
Washington
-$101K -857 Closed
RCA
838
Runnymede Capital Advisors
Ohio
-$90.7K -768 Closed
EWA
839
Elevate Wealth Advisory
Georgia
-$82.5K -698 Closed
OHWP
840
Oak Harbor Wealth Partners
North Carolina
-$75.6K -640 Closed
TCPG
841
Trivant Custom Portfolio Group
California
-$58.9K -499 Closed
PA
842
PSI Advisors
Florida
-$26.3K -223 Closed
HCP
843
Hexagon Capital Partners
Arkansas
-$25.3K -214 Closed
SIM
844
Synergy Investment Management
Florida
-$19.3K -163 Closed
CA
845
Continuum Advisory
Idaho
-$16.9K -143 Closed
GGI
846
Godsey & Gibb Inc
Virginia
-$15.1K -128 Closed
FPB
847
First PREMIER Bank
South Dakota
-$15K -123 Closed
Daiwa Securities Group
848
Daiwa Securities Group
Japan
-$12K -102 Closed
SIC
849
SJS Investment Consulting
Ohio
-$8.51K -72 Closed
AFS
850
Anderson Financial Strategies
Ohio
-$8.03K -68 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.