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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
FTUS
101
Flow Traders U.S.
New York
$16.5M +$16.3M +138,361 New
CIAS
102
CFS Investment Advisory Services
New Jersey
$16.4M +$96.3K +816 +0.6%
LIM
103
Leavell Investment Management
Alabama
$16.2M -$5.35M -45,369 -25%
AWMT
104
AAFMAA Wealth Management & Trust
North Carolina
$16M +$15.8M +134,092 New
CCM
105
Canal Capital Management
Virginia
$15.5M -$96K -814 -0.6%
EPP
106
ETF Portfolio Partners
Kansas
$15.2M +$739K +6,266 +5%
WWA
107
WCG Wealth Advisors
Nevada
$15.1M +$15M +127,054 New
Baird Financial Group
108
Baird Financial Group
Wisconsin
$15.1M +$2.99M +25,330 +25%
HCM
109
Hilton Capital Management
New York
$15M -$9.27M -78,620 -38%
Northern Trust
110
Northern Trust
Illinois
$14.9M +$3.13M +26,573 +27%
UB
111
Umpqua Bank
Oregon
$14.5M +$50K +424 +0.3%
AWM
112
Austin Wealth Management
Texas
$14.3M +$2.19M +18,570 +18%
CFG
113
Citizens Financial Group
Rhode Island
$14.1M +$591K +5,008 +4%
CCM
114
Coldstream Capital Management
Washington
$13.9M +$5.33M +45,220 +63%
FF
115
Foronjy Financial
California
$13.7M +$13.6M +114,888 New
BDFN
116
Bond & Devick Financial Network
Minnesota
$13.7M -$1.06K -9 -0%
M&T Bank
117
M&T Bank
New York
$13.2M -$247K -2,097 -2%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$12.7M -$2.15M -18,248 -15%
GC
119
Gould Capital
Washington
$12.7M -$14.3K -121 -0.1%
WIC
120
Woodmont Investment Counsel
Tennessee
$12.6M -$588K -4,985 -4%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$12.5M
P
122
&Partners
Tennessee
$12.3M +$1.73M +14,679 +17%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$12.2M -$211M -1,790,412 -95%
PFPT
124
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.2M -$2.18M -18,488 -15%
EFM
125
Eley Financial Management
Vermont
$12.1M -$365K -3,091 -3%

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.