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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
EWM
301
Endowment Wealth Management
Wisconsin
$2.32M +$529K +4,446 +30%
HH
302
Hilltop Holdings
Texas
$2.31M +$120K +1,011 +6%
CCM
303
Crabel Capital Management
California
$2.3M -$3.56M -29,899 -61%
CI
304
Conning Inc
Connecticut
$2.3M
VW
305
Veridan Wealth
Oregon
$2.27M +$2.26M +19,029 New
RCG
306
Regatta Capital Group
California
$2.24M +$87K +731 +4%
SI
307
Stephens Inc
Arkansas
$2.23M +$167K +1,405 +8%
MWA
308
MFA Wealth Advisors
Pennsylvania
$2.2M +$170K +1,433 +8%
CWP
309
Concord Wealth Partners
Virginia
$2.2M +$117K +984 +6%
FT
310
Fiduciary Trust
Massachusetts
$2.19M -$312K -2,624 -13%
RCA
311
Resonant Capital Advisors
Wisconsin
$2.18M
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.17M +$146K +1,231 +7%
Betterment LLC
313
Betterment LLC
New York
$2.12M +$1.22M +10,246 +137%
BP
314
BNP Paribas
France
$2.11M +$57K +479 +3%
EH
315
Equitable Holdings
New York
$2.09M +$343K +2,884 +20%
RWM
316
RKL Wealth Management
Pennsylvania
$2.09M -$33.9K -285 -2%
HT
317
Headlands Technologies
Illinois
$2.09M +$1.81M +15,221 +682%
PCMC
318
Paragon Capital Management (Colorado)
Colorado
$2.04M
FCH
319
Freestone Capital Holdings
Washington
$2.02M +$2.01M +16,927 New
SIA
320
Strategic Investment Advisors
Michigan
$2.02M +$15.4M +129,520 +765%
LPT
321
Legacy Private Trust
Wisconsin
$2.02M
AP
322
Atwood & Palmer
Missouri
$2.01M -$25.2K -212 -1%
SFS
323
Sowell Financial Services
Arkansas
$2M -$191K -1,609 -9%
WF
324
Warner Financial
Maryland
$1.99M +$359K +3,021 +22%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$1.97M +$37.2K +313 +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.