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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$14.8M +$191K +1,642 +1%
UB
102
Umpqua Bank
Oregon
$14.4M +$1.92M +16,502 +16%
JE
103
JMAC Enterprises
Pennsylvania
$14.4M -$558K -4,796 -4%
EPP
104
ETF Portfolio Partners
Kansas
$14.3M +$14.1M +121,271 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$14.3M
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.3M +$5.77M +49,549 +70%
BEI
107
Benjamin Edwards Inc
Missouri
$14.1M +$1.36M +11,666 +11%
NA
108
NewEdge Advisors
Louisiana
$13.9M +$1.78M +15,244 +15%
SF
109
Synovus Financial
Georgia
$13.7M -$29.7M -254,841 -69%
BDFN
110
Bond & Devick Financial Network
Minnesota
$13.6M -$347K -2,976 -3%
CFG
111
Citizens Financial Group
Rhode Island
$13.4M +$12.9M +111,200 +5,375%
M&T Bank
112
M&T Bank
New York
$13.3M +$1M +8,618 +8%
WIC
113
Woodmont Investment Counsel
Tennessee
$13.1M +$184K +1,583 +1%
GC
114
Gould Capital
Washington
$12.6M +$464K +3,985 +4%
FAT
115
First American Trust
California
$12.5M +$492K +4,225 +4%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$12.4M +$1M +8,600 +9%
EFM
117
Eley Financial Management
Vermont
$12.3M +$26.4K +227 +0.2%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$12.3M +$1.53M +13,136 +14%
AWM
119
Austin Wealth Management
Texas
$12.1M +$367K +3,150 +3%
VRM
120
Vectors Research Management
New York
$12.1M +$7.04M +60,452 +145%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$12M +$619K +5,319 +6%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$11.9M +$11.7M +100,838 New
FPAS
123
Focus Partners Advisor Solutions
Missouri
$11.9M -$80.1K -688 -0.7%
Millennium Management
124
Millennium Management
New York
$11.6M -$3.04M -26,069 -21%
Northern Trust
125
Northern Trust
Illinois
$11.6M -$9.58M -82,305 -46%

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.