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iShares 3-7 Year Treasury Bond ETF

778 hedge funds and large institutions have $14.3B invested in iShares 3-7 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 350 increasing their positions, 221 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 221

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

12% more capital invested

Capital invested by funds: $12.8B → $14.3B (+$1.51B)

1.22% more ownership

Funds ownership: 82.24%83.46% (+1.2%)

1% more funds holding

Funds holding: 771778 (+7)

2% less call options, than puts

Call options by funds: $110M | Put options by funds: $111M

3% less funds holding in top 10

Funds holding in top 10: 6159 (-2)

Holders
778
Holders Change
+7
Holders Change %
+0.91%
% of All Funds
10.21%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
0.77%
New
87
Increased
350
Reduced
221
Closed
63
Calls
$110M
Puts
$111M
Net Calls
-$1.69M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$4.58M +$2.69M +22,589 +143%
BFC
227
Blue Fin Capital
Rhode Island
$4.58M +$121K +1,016 +3%
AIM
228
Acropolis Investment Management
Missouri
$4.56M +$192K +1,615 +4%
CFP
229
Cascade Financial Partners
California
$4.5M +$329K +2,768 +8%
MAM
230
Madison Asset Management
Wisconsin
$4.46M +$66K +555 +2%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$4.41M -$7.8M -65,552 -64%
JWCA
232
J.W. Cole Advisors
Florida
$4.36M +$242K +2,035 +6%
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$4.36M +$94.6K +795 +2%
GFA
234
Gladwyn Financial Advisors
Virginia
$4.35M +$219K +1,839 +5%
QC
235
Quadrature Capital
United Kingdom
$4.28M +$4.26M +35,819 New
SWM
236
Shelton Wealth Management
Texas
$4.27M +$111K +929 +3%
OCG
237
Opus Capital Group
Ohio
$4.26M -$217K -1,826 -5%
AFG
238
Atomi Financial Group
New York
$4.14M +$412K +3,466 +11%
CFAM
239
Center For Asset Management
Florida
$4.13M +$792K +6,658 +24%
RHP
240
Royal Harbor Partners
Texas
$4.07M +$79.9K +672 +2%
DSAM
241
Dock Street Asset Management
Florida
$4.03M -$471K -3,962 -11%
VCA
242
Verdence Capital Advisors
Maryland
$4M +$3.96M +33,304 New
NCG
243
Newport Capital Group
New Jersey
$3.97M -$20.2K -170 -0.5%
BCM
244
Becker Capital Management
Oregon
$3.93M +$279K +2,349 +8%
IIM
245
InTrack Investment Management
Vermont
$3.92M +$969K +8,146 +33%
LAMC
246
Longview Asset Management (California)
California
$3.82M
EP
247
Edgestream Partners
New Jersey
$3.8M +$3.41M +28,654 +918%
BCM
248
Beaumont Capital Management
Massachusetts
$3.7M +$26.2K +220 +0.7%
NAM
249
NorthCrest Asset Manangement
Minnesota
$3.7M -$258K -2,167 -7%
CCAM
250
Cascades Capital Asset Management
North Carolina
$3.69M +$482K +4,048 +15%

IEI Hedge Fund Activity: Q3 2025 in Review

778 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q3 2025, worth a combined $14.3B — up 12% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IEI positions and 63 closed out — a net gain of 24 holders — while 350 added to existing stakes and 221 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $538M. The largest seller was WIT LLC, cutting an estimated $52.6M.

  • 778 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q3 2025, up from 771 in Q2 2025.
  • Funds reported $14.3B of iShares 3-7 Year Treasury Bond ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 87 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q3 2025 and 63 closed out, a net change of +24 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $538M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q3 2025 was WIT LLC, an estimated $52.6M sold.

Based on aggregated 13F filings for Q3 2025.