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
AWM
176
Axxcess Wealth Management
California
$6.45M +$1.58M +13,596 +33%
Renaissance Technologies
177
Renaissance Technologies
New York
$6.37M +$6.28M +53,900 New
MWS
178
MFA Wealth Services
California
$6.23M +$747K +6,411 +14%
HI
179
Harbour Investments
Wisconsin
$6.18M -$223K -1,915 -4%
SB
180
Strategic Blueprint
Georgia
$6.06M +$5.97M +51,278 New
FFG
181
Foundry Financial Group
New Hampshire
$6.02M +$147K +1,264 +3%
PWM
182
Proathlete Wealth Management
Florida
$5.96M +$431K +3,705 +8%
FTS
183
Fifth Third Securities
Ohio
$5.94M +$926K +7,953 +19%
GVAG
184
Great Valley Advisor Group
Delaware
$5.89M +$9.66K +83 +0.2%
Comerica Bank
185
Comerica Bank
Texas
$5.83M +$1.32M +11,325 +30%
TVAMP
186
Tennessee Valley Asset Management Partners
Tennessee
$5.73M -$74.5K -640 -1%
DADC
187
D.A. Davidson & Co
Montana
$5.71M +$416K +3,576 +8%
MA
188
MAS Advisors
Florida
$5.62M +$1.33M +11,401 +32%
DWM
189
Darwin Wealth Management
Florida
$5.6M
PCIA
190
Prime Capital Investment Advisors
Kansas
$5.59M +$4.73M +40,653 +609%
GDP
191
Great Diamond Partners
Maine
$5.58M +$570K +4,894 +12%
CIM
192
Confluence Investment Management
Missouri
$5.58M +$105K +898 +2%
ANTB
193
AMG National Trust Bank
Colorado
$5.53M +$137K +1,177 +3%
TIAM2
194
Tru Independence Asset Management 2
Oregon
$5.44M +$3M +25,764 +127%
Corient Private Wealth
195
Corient Private Wealth
Florida
$5.44M +$178K +1,528 +3%
RWM
196
RKL Wealth Management
Pennsylvania
$5.43M -$2.12M -18,177 -28%
NFG
197
Nations Financial Group
Iowa
$5.39M -$2.29M -19,627 -30%
GWM
198
Geneos Wealth Management
Colorado
$5.39M +$2.98M +25,622 +128%
RWM
199
Ritholtz Wealth Management
New York
$5.33M +$466K +4,003 +10%
CNB
200
Camden National Bank
Maine
$5.26M +$366K +3,144 +8%

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.