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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
HC
76
Hoese & Co
Minnesota
$22.3M -$159K -1,369 -0.7%
LIM
77
Leavell Investment Management
Alabama
$21.4M +$837K +7,186 +4%
BCI
78
Brinker Capital Investments
Pennsylvania
$21M +$1.54M +13,204 +8%
OPS
79
Orion Portfolio Solutions
Nebraska
$21M +$1.54M +13,204 +8%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M +$20.5M +175,865 New
CCA
81
Checchi Capital Advisers
California
$20.7M +$11.8M +101,008 +137%
MML Investors Services
82
MML Investors Services
Massachusetts
$20.4M -$3.01M -25,824 -13%
AWM
83
AE Wealth Management
Kansas
$20.1M +$1.83M +15,694 +10%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$20M -$1.25M -10,774 -6%
BB
85
Berkshire Bank
Massachusetts
$19.6M +$335K +2,873 +2%
AWA
86
AmeriServ Wealth Advisors
Pennsylvania
$19.4M -$663K -5,693 -3%
Allianz Asset Management
87
Allianz Asset Management
Germany
$18.2M +$2.75M +23,600 +18%
GB
88
Gunma Bank
Japan
$17.7M
JGC
89
J. Goldman & Co
New York
$17.4M +$9.19M +78,910 +115%
CISOA
90
Capital Investment Services of America
Wisconsin
$17.1M -$151K -1,300 -0.9%
MAM
91
Madison Asset Management
Wisconsin
$17M -$11.2M -96,105 -40%
WG
92
Watchman Group
Texas
$17M +$16.7M +143,492 New
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$16.7M -$399K -3,425 -2%
HTC
94
Haverford Trust Company
Pennsylvania
$16.5M +$275K +2,362 +2%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$16.4M -$30.3K -260 -0.2%
AWS
96
Atria Wealth Solutions
New York
$16.3M -$75K -644 -0.5%
CIAS
97
CFS Investment Advisory Services
New Jersey
$16.2M +$340K +2,923 +2%
MC
98
Mirabaud & Cie
Switzerland
$15.6M +$1.62M +13,935 +12%
CCM
99
Canal Capital Management
Virginia
$15.4M +$1.45M +12,473 +11%
SWP
100
Stratos Wealth Partners
Ohio
$15M +$13.8M +118,192 +1,397%

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.