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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
GDP
201
Great Diamond Partners
Maine
$5.61M -$17.6K -149 -0.3%
ANTB
202
AMG National Trust Bank
Colorado
$5.57M -$2.6K -22 -0%
FTS
203
Fifth Third Securities
Ohio
$5.52M -$462K -3,920 -8%
CTI
204
Community Trust & Investment
Kentucky
$5.49M +$1.28M +10,828 +31%
LHWM
205
Lake Hills Wealth Management
Texas
$5.37M +$218K +1,850 +4%
DWM
206
Darwin Wealth Management
Florida
$5.31M -$450K -3,819 -8%
SA
207
Sanctuary Advisors
Indiana
$5.3M +$211K +1,789 +4%
1NWS
208
1 North Wealth Services
Maryland
$5.25M +$3.14M +26,624 +153%
JWM
209
JPL Wealth Management
Colorado
$5.1M +$517K +4,380 +11%
CBA
210
Coastal Bridge Advisors
Connecticut
$5.07M +$140K +1,189 +3%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$5.05M -$7.24M -61,365 -59%
VFA
212
Values First Advisors
Tennessee
$5M -$79.6K -675 -2%
DADC
213
D.A. Davidson & Co
Montana
$4.98M -$771K -6,538 -14%
MCM
214
Monument Capital Management
Virginia
$4.95M +$4.9M +41,542 New
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$4.94M -$7M -59,336 -59%
Renaissance Technologies
216
Renaissance Technologies
New York
$4.93M -$1.47M -12,500 -23%
PA
217
Pinnacle Associates
New York
$4.9M +$150K +1,268 +3%
AI
218
Arvest Investments
Arkansas
$4.9M -$30.2K -256 -0.6%
CKAIS
219
Christensen King & Associates Investment Services
Washington
$4.85M -$1.65K -14 -0%
DAS
220
Dynamic Advisor Solutions
Arizona
$4.82M -$246K -2,084 -5%
EWM
221
Edge Wealth Management
New York
$4.79M +$1.28M +10,853 +37%
MLM
222
Mount Lucas Management
Pennsylvania
$4.73M -$2.16M -18,333 -32%
SP
223
Sequent Planning
Nebraska
$4.68M +$300K +2,541 +7%
TCA
224
Transcend Capital Advisors
New Jersey
$4.61M -$547K -4,637 -11%
UW
225
Unique Wealth
Florida
$4.61M +$2.78M +23,583 +156%

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.