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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
PWM
251
Perigon Wealth Management
California
$3.69M -$248K -2,086 -6%
IWM
252
IHT Wealth Management
Illinois
$3.66M +$915K +7,691 +34%
PA
253
PFG Advisors
Arizona
$3.66M +$3.64M +30,588 New
MFG
254
Magnus Financial Group
New York
$3.6M +$83.5K +702 +2%
VCM
255
Vision Capital Management
Oregon
$3.59M -$39.8K -335 -1%
MA
256
MAS Advisors
Florida
$3.58M -$930K -7,820 -21%
IPWA
257
International Private Wealth Advisors
California
$3.54M +$2.36M +19,878 +205%
WHCFA
258
William Howard & Co Financial Advisors
Tennessee
$3.48M +$1.43K +12 +0%
GRP
259
Global Retirement Partners
California
$3.45M +$587K +4,938 +21%
ANBOT
260
American National Bank of Texas
Texas
$3.4M +$3.38M +28,412 New
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$3.38M +$3.36M +28,242 New
SF
262
Synovus Financial
Georgia
$3.36M +$826K +6,940 +33%
SC
263
Sykon Capital
New York
$3.35M -$468K -3,931 -12%
GWM
264
Geneos Wealth Management
Colorado
$3.31M +$280K +2,355 +9%
IA
265
IFP Advisors
Florida
$3.16M +$180K +1,516 +6%
ES
266
ETF Store
Kansas
$3.15M +$261K +2,194 +9%
FFA
267
Fortune Financial Advisors
Kansas
$3.15M -$4.04K -34 -0.1%
EFH
268
Eaton Financial Holdings
Florida
$3.14M +$2.74M +23,034 +711%
MWM
269
Maltin Wealth Management
New Jersey
$3.11M +$125K +1,047 +4%
TFA
270
Tranquilli Financial Advisor
New Jersey
$3.09M +$388K +3,264 +14%
CW
271
CreativeOne Wealth
Kansas
$3.08M -$700K -5,887 -19%
CWP
272
Cyndeo Wealth Partners
Florida
$3.06M +$163K +1,367 +6%
CWA
273
Centennial Wealth Advisory
Michigan
$3.05M +$102K +855 +3%
IFG
274
Independent Financial Group
California
$3.03M +$332K +2,789 +12%
EAMA
275
EFG Asset Management (Americas)
Florida
$3.02M -$54K -454 -2%

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.