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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
EGA
351
E&G Advisors
Texas
$1.61M
TA
352
TFB Advisors
Kansas
$1.6M -$144K -1,208 -8%
BCA
353
Bay Colony Advisors
Massachusetts
$1.58M +$298K +2,504 +23%
GSEP
354
Golden State Equity Partners
California
$1.56M +$18.7K +157 +1%
GCM
355
Generation Capital Management
New York
$1.54M -$35.4K -298 -2%
BMCM
356
Bryn Mawr Capital Management
Pennsylvania
$1.53M -$120K -1,009 -7%
PCIG
357
Partners Capital Investment Group
Massachusetts
$1.51M +$13.1K +110 +0.9%
TFCP
358
Twin Focus Capital Partners
Massachusetts
$1.5M +$27.4K +230 +2%
ACA
359
Aptus Capital Advisors
Alabama
$1.5M -$438K -3,684 -23%
HWA
360
HCR Wealth Advisors
California
$1.48M +$250K +2,100 +20%
CB
361
Commerce Bank
Missouri
$1.48M +$13.4K +113 +0.9%
DWP
362
Daymark Wealth Partners
Ohio
$1.46M +$352K +2,961 +32%
SFG
363
SevenBridge Financial Group
Pennsylvania
$1.45M -$447K -3,755 -24%
JFG
364
JDM Financial Group
Texas
$1.44M +$1.43M +12,039 New
Wealthfront Advisers
365
Wealthfront Advisers
California
$1.43M -$41K -345 -3%
SWA
366
SFMG Wealth Advisors
Texas
$1.41M -$107K -897 -7%
NL
367
NWAM LLC
Washington
$1.41M +$833 +7 +0.1%
Pathstone Holdings
368
Pathstone Holdings
New Jersey
$1.39M +$101K +845 +8%
PAS
369
Park Avenue Securities
New York
$1.36M +$219K +1,842 +19%
CLOS
370
Compagnie Lombard Odier SCmA
Switzerland
$1.36M +$161K +1,354 +14%
VFA
371
Voya Financial Advisors
Connecticut
$1.34M +$315K +2,645 +31%
CL
372
Choreo LLC
Illinois
$1.34M +$562K +4,723 +73%
MI
373
Motiv8 Investments
Florida
$1.31M +$309K +2,595 +31%
CA
374
Cannon Advisors
North Carolina
$1.27M -$93.1K -783 -7%
TAFW
375
Tred Avon Family Wealth
Maryland
$1.24M +$1.24M +10,403 New

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.