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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
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$3M -$1.55M -13,052 -34%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$3M +$393K +3,302 +15%
TW
278
Trajan Wealth
Arizona
$2.84M -$255K -2,147 -8%
RCS
279
Retirement Capital Strategies
California
$2.83M -$29.9K -251 -1%
CIAS
280
Capital Investment Advisory Services
North Carolina
$2.81M +$101K +848 +4%
BFWM
281
Bright Futures Wealth Management
New York
$2.8M +$2.79M +23,437 New
CI
282
CPR Investments
Michigan
$2.75M +$521K +4,384 +24%
MLM
283
Mount Lucas Management
Pennsylvania
$2.74M -$2M -16,803 -42%
CICC
284
Capital Investment Counsel (Colorado)
Colorado
$2.74M -$628K -5,278 -19%
E
285
EntreWealth
Texas
$2.73M +$447K +3,760 +20%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$2.71M +$389K +3,270 +17%
RVM
287
Robinson Value Management
Texas
$2.66M +$110K +928 +4%
WC
288
Waterloo Capital
Texas
$2.66M +$817K +6,869 +45%
MOS
289
MGO One Seven
Ohio
$2.61M +$189K +1,588 +8%
VWA
290
Visionary Wealth Advisors
Illinois
$2.6M -$610K -5,131 -19%
ODIJL
291
One Day In July LLC
Vermont
$2.57M -$120K -1,013 -4%
TIA
292
Traphagen Investment Advisors
New Jersey
$2.54M -$29.4K -247 -1%
CTA
293
Chesley Taft & Associates
Illinois
$2.48M +$159K +1,335 +7%
VPA
294
Vernal Point Advisors
California
$2.48M
DWA
295
Delap Wealth Advisory
Oregon
$2.46M -$218K -1,831 -8%
BHBT
296
Burke & Herbert Bank & Trust
Virginia
$2.44M -$4.16K -35 -0.2%
GEM
297
Global Endowment Management
North Carolina
$2.39M
YDMI
298
Y.D. More Investments
Israel
$2.36M -$2.22M -18,674 -49%
SP
299
Sequent Planning
Nebraska
$2.35M -$2.34M -19,634 -50%
OAM
300
Oppenheimer Asset Management
New York
$2.33M -$54.5K -458 -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.