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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
DAS
201
Diversify Advisory Services
Utah
$5.13M -$131K -1,125 -3%
TCA
202
Transcend Capital Advisors
New Jersey
$5.12M +$106K +906 +2%
LHWM
203
Lake Hills Wealth Management
Texas
$5.11M -$531K -4,558 -10%
ASN
204
Advisory Services Network
Georgia
$5.07M +$615K +5,284 +14%
SA
205
Sanctuary Advisors
Indiana
$5.05M -$767K -6,590 -13%
VFA
206
Values First Advisors
Tennessee
$5.04M +$35.3K +303 +0.7%
DAS
207
Dynamic Advisor Solutions
Arizona
$5.02M -$9.55K -82 -0.2%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$5.01M -$897K -7,699 -15%
DSAM
209
Dock Street Asset Management
Florida
$4.97M -$456K -3,916 -9%
AI
210
Arvest Investments
Arkansas
$4.89M +$74.1K +636 +2%
CBA
211
Coastal Bridge Advisors
Connecticut
$4.89M +$4.82M +41,365 New
PWM
212
Perigon Wealth Management
California
$4.81M -$1.11M -9,575 -19%
CKAIS
213
Christensen King & Associates Investment Services
Washington
$4.79M +$307K +2,640 +7%
YDMI
214
Y.D. More Investments
Israel
$4.76M -$8.96M -76,977 -66%
CW
215
CreativeOne Wealth
Kansas
$4.76M -$166K -1,429 -3%
WAM
216
Worth Asset Management
Texas
$4.74M +$4.67M +40,134 New
PP
217
Prudential plc
United Kingdom
$4.72M -$1.99M -17,100 -30%
PA
218
Pinnacle Associates
New York
$4.71M +$278K +2,388 +6%
OCG
219
Opus Capital Group
Ohio
$4.63M -$945K -8,116 -17%
G
220
GenTrust
Florida
$4.56M -$246K -2,115 -5%
JWM
221
JPL Wealth Management
Colorado
$4.54M +$320K +2,746 +8%
Barclays
222
Barclays
United Kingdom
$4.49M +$4.42M +38,000 New
FFA
223
Farther Finance Advisors
California
$4.47M +$4.26M +36,615 +2,861%
FF
224
Friedenthal Financial
New Jersey
$4.42M +$4.36M +37,451 New
Jones Financial Companies
225
Jones Financial Companies
Missouri
$4.4M +$1.79M +15,360 +70%

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.