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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
TCM
326
Twele Capital Management
Minnesota
$1.94M +$2.85K +24 +0.1%
AF
327
Allworth Financial
California
$1.89M -$129K -1,088 -6%
MWM
328
MY Wealth Management
Maryland
$1.89M +$22.1K +186 +1%
ACM
329
AUA Capital Management
Pennsylvania
$1.89M -$5.12K -43 -0.3%
SCP
330
Silverleafe Capital Partners
Tennessee
$1.87M -$30.2K -254 -2%
WIA
331
World Investment Advisors
California
$1.87M +$191K +1,605 +11%
PC
332
Permanens Capital
New York
$1.86M +$1.86M +15,596 New
ES
333
Eagle Strategies
New York
$1.85M +$251K +2,109 +16%
WAM
334
WNY Asset Management
New York
$1.85M +$952 +8 +0.1%
Simplex Trading
335
Simplex Trading
Illinois
$1.84M -$1.75M -14,739 -49%
SWP
336
Stratos Wealth Partners
Ohio
$1.84M +$476K +3,999 +35%
JCM
337
Jacobi Capital Management
Pennsylvania
$1.78M +$265K +2,227 +18%
RFC
338
Regions Financial Corp
Alabama
$1.78M -$831K -6,988 -32%
KWM
339
Kingsview Wealth Management
Oregon
$1.76M -$1.64M -13,792 -48%
MCC
340
Money Concepts Capital
Florida
$1.76M +$3.09K +26 +0.2%
BLFG
341
Brian Low Financial Group
Louisiana
$1.75M -$71.6K -602 -4%
CAM
342
Cresset Asset Management
Illinois
$1.72M -$179K -1,504 -9%
VCM
343
Verger Capital Management
North Carolina
$1.72M -$83.9K -705 -5%
SWM
344
SFG Wealth Management
Maryland
$1.71M -$404K -3,400 -19%
SWM
345
Spire Wealth Management
Virginia
$1.64M -$36.3K -305 -2%
CSP
346
Cary Street Partners
Virginia
$1.64M +$97.2K +817 +6%
WAS
347
Wealth Advisory Solutions
Indiana
$1.63M -$50.1K -421 -3%
BHB
348
Bank Hapoalim BM
Israel
$1.62M
PIM
349
Penobscot Investment Management
Massachusetts
$1.62M +$23.8K +200 +1%
AG
350
AlTi Global
New York
$1.61M -$65.8K -553 -4%

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.