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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
JGC
176
J. Goldman & Co
New York
$6.55M -$10.9M -92,360 -63%
FFA
177
Farther Finance Advisors
California
$6.51M +$1.97M +16,742 +44%
PFS
178
Prospera Financial Services
Texas
$6.39M -$410K -3,476 -6%
MWS
179
MFA Wealth Services
California
$6.36M +$86.5K +733 +1%
KAS
180
Kestra Advisory Services
Texas
$6.33M -$1.2M -10,160 -16%
PWM
181
Proathlete Wealth Management
Florida
$6.32M +$303K +2,568 +5%
FFG
182
Foundry Financial Group
New Hampshire
$6.31M +$235K +1,988 +4%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$6.31M +$1.86M +15,794 +42%
WAM
184
Worth Asset Management
Texas
$6.22M +$1.42M +12,056 +30%
ASN
185
Advisory Services Network
Georgia
$6.21M +$1.13M +9,576 +22%
NFG
186
Nations Financial Group
Iowa
$6.18M +$731K +6,196 +14%
GVAG
187
Great Valley Advisor Group
Delaware
$6.12M +$175K +1,487 +3%
CA
188
Clearstead Advisors
Ohio
$6.11M -$21.3M -180,703 -78%
SB
189
Strategic Blueprint
Georgia
$6.04M -$65.8K -558 -1%
FMN
190
Financial Management Network
California
$6.02M -$677K -5,742 -10%
HI
191
Harbour Investments
Wisconsin
$5.96M -$276K -2,337 -4%
LWM
192
Latko Wealth Management
Illinois
$5.94M -$605K -5,133 -9%
CIA
193
Concurrent Investment Advisors
Florida
$5.88M +$4.51M +38,231 +342%
TFA
194
TPG Financial Advisors
Oregon
$5.87M +$2.2M +18,667 +61%
A
195
AlphaQuest
New York
$5.86M +$5.81M +49,217 New
CCM
196
Crabel Capital Management
California
$5.85M +$3.12M +26,439 +116%
TVAMP
197
Tennessee Valley Asset Management Partners
Tennessee
$5.83M +$59.8K +507 +1%
Corient Private Wealth
198
Corient Private Wealth
Florida
$5.76M +$279K +2,364 +5%
TIAM2
199
Tru Independence Asset Management 2
Oregon
$5.76M +$271K +2,298 +5%
CNB
200
Camden National Bank
Maine
$5.65M +$342K +2,902 +7%

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.