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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
Citigroup
151
Citigroup
New York
$9.12M -$559K -4,741 -6%
MCM
152
MAI Capital Management
Ohio
$9.08M -$458K -3,880 -5%
RWM
153
Ritholtz Wealth Management
New York
$9.04M +$3.64M +30,853 +68%
RCM
154
Ridgepath Capital Management
Tennessee
$8.86M +$124K +1,055 +1%
WCWM
155
Wooster Corthell Wealth Management
Connecticut
$8.77M -$1.86M -15,764 -18%
PAG
156
Private Advisor Group
New Jersey
$8.73M -$2.41M -20,441 -22%
DAS
157
Diversify Advisory Services
Utah
$8.71M +$3.57M +30,271 +70%
MWC
158
MBM Wealth Consultants
Missouri
$8.68M +$466K +3,947 +6%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8.4M -$201K -1,706 -2%
VPP
160
Vertex Planning Partners
Illinois
$8.28M +$149K +1,263 +2%
PPWP
161
Premier Path Wealth Partners
New Jersey
$8.15M +$241K +2,041 +3%
AI
162
Atria Investments
North Carolina
$8.07M -$546K -4,625 -6%
ETC
163
Exchange Traded Concepts
Oklahoma
$7.63M +$7.56M +64,054 New
SCM
164
Sollinda Capital Management
Florida
$7.61M +$457K +3,873 +6%
CG
165
CFO4Life Group
Texas
$7.6M -$1.4M -11,909 -16%
CCA
166
Checchi Capital Advisers
California
$7.59M -$13.1M -111,118 -64%
PG
167
Proffitt & Goodson
Tennessee
$7.48M -$201K -1,703 -3%
EAM
168
Everstar Asset Management
North Carolina
$7.29M +$289K +2,453 +4%
SWA
169
Stratos Wealth Advisors
Ohio
$7.28M +$693K +5,876 +11%
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.16M +$164K +1,388 +2%
Comerica Bank
171
Comerica Bank
Texas
$7.05M +$1.16M +9,876 +20%
JIR
172
James Investment Research
Ohio
$7.05M -$300K -2,541 -4%
DC
173
Davenport & Co
Virginia
$6.65M -$845K -7,166 -11%
TC
174
Trilogy Capital
California
$6.62M -$2.63M -22,254 -29%
AWM
175
Axxcess Wealth Management
California
$6.59M +$92K +780 +1%

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.