We are live on ! Find out more
IEI icon

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
BCM
126
Boltwood Capital Management
California
$11.3M -$205K -1,761 -2%
RI
127
Rinkey Investments
California
$11.2M +$4.89K +42 +0%
IFA
128
Independence Financial Advisors
New Hampshire
$11.1M +$10.9M +93,907 New
PAG
129
Private Advisor Group
New Jersey
$11.1M -$2.81M -24,140 -20%
CC
130
Courier Capital
New York
$10.6M +$6.27M +53,853 +151%
WCWM
131
Wooster Corthell Wealth Management
Connecticut
$10.6M -$219K -1,877 -2%
P
132
&Partners
Tennessee
$10.5M +$824K +7,080 +9%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$10.3M +$10.2M +87,500 New
WCM
134
Wealthcare Capital Management
Virginia
$10.2M -$41.7K -358 -0.4%
RFA
135
Reyes Financial Architecture
California
$10.1M +$9.93M +85,238 New
Citigroup
136
Citigroup
New York
$9.61M +$4.23M +36,309 +81%
AAS
137
Avantax Advisory Services
Texas
$9.6M +$106K +914 +1%
PWM
138
Paulson Wealth Management
Illinois
$9.47M +$333K +2,860 +4%
MCM
139
MAI Capital Management
Ohio
$9.47M -$273K -2,347 -3%
TC
140
Trilogy Capital
California
$9.2M -$16M -137,618 -64%
KP
141
Keel Point
Alabama
$9.17M -$93.9K -806 -1%
Citadel Advisors
142
Citadel Advisors
Florida
$9.08M -$7.1M -60,947 -44%
FFBTD
143
First Financial Bank - Trust Division
Ohio
$8.98M -$325K -2,788 -4%
CG
144
CFO4Life Group
Texas
$8.94M -$10M -85,859 -53%
CF
145
Corebridge Financial
Texas
$8.88M
KPWS
146
Kestra Private Wealth Services
Texas
$8.81M +$2.44M +20,964 +39%
RCM
147
Ridgepath Capital Management
Tennessee
$8.66M +$8.54M +73,337 New
AI
148
Atria Investments
North Carolina
$8.55M +$1.02M +8,722 +14%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$8.54M -$439K -3,769 -5%
CCM
150
Coldstream Capital Management
Washington
$8.43M +$8.31M +71,368 New

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.