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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
HPC
151
HM Payson & Co
Maine
$8.38M
WI
152
WrapManager Inc
California
$8.15M +$1.18M +10,109 +17%
MWC
153
MBM Wealth Consultants
Missouri
$8.15M +$503K +4,319 +7%
VPP
154
Vertex Planning Partners
Illinois
$8.07M +$468K +4,016 +6%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$7.94M +$335K +2,880 +4%
PPWP
156
Premier Path Wealth Partners
New Jersey
$7.85M +$587K +5,039 +8%
PG
157
Proffitt & Goodson
Tennessee
$7.62M +$296K +2,538 +4%
UCFA
158
United Capital Financial Advisors
Texas
$7.62M +$474K +4,071 +7%
KAS
159
Kestra Advisory Services
Texas
$7.48M +$1.02M +8,722 +16%
DC
160
Davenport & Co
Virginia
$7.45M +$68.4K +587 +0.9%
JIR
161
James Investment Research
Ohio
$7.29M +$46.6K +400 +0.7%
BIP
162
Blueprint Investment Partners
North Carolina
$7.26M +$4.33M +37,142 +153%
FDP
163
Financiere des Professionnels
Quebec, Canada
$7.23M +$2.33M +20,000 +49%
SCM
164
Sollinda Capital Management
Florida
$7.09M -$179K -1,535 -2%
UFA
165
US Financial Advisors
Massachusetts
$6.99M +$303K +2,605 +5%
EAM
166
Everstar Asset Management
North Carolina
$6.94M +$361K +3,101 +6%
MPPLM
167
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.94M +$951K +8,169 +16%
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$6.86M
MLM
169
Mount Lucas Management
Pennsylvania
$6.86M -$2.46M -21,135 -27%
PFS
170
Prospera Financial Services
Texas
$6.75M +$692K +5,939 +12%
FMN
171
Financial Management Network
California
$6.71M +$247K +2,124 +4%
Goldman Sachs
172
Goldman Sachs
New York
$6.57M -$11.3M -97,149 -64%
SWA
173
Stratos Wealth Advisors
Ohio
$6.52M -$96K -824 -1%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$6.52M +$1.94M +16,690 +43%
LWM
175
Latko Wealth Management
Illinois
$6.5M +$41.1K +353 +0.6%

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.