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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
SWTS
401
Stonehaven Wealth & Tax Solutions
Wisconsin
$1M +$27.7K +233 +3%
HW
402
HORAN Wealth
Ohio
$995K +$990K +8,322 New
CWA
403
CogentBlue Wealth Advisors
Tennessee
$994K -$48.1K -404 -5%
CAG
404
Crestwood Advisors Group
Massachusetts
$991K -$27.1K -228 -3%
BF
405
BOK Financial
Oklahoma
$989K
PF
406
Parker Financial
Washington
$978K -$12.1K -102 -1%
MWM
407
MorganRosel Wealth Management
Colorado
$975K +$39.1K +329 +4%
PEA
408
Park Edge Advisors
Ohio
$968K +$606K +5,098 +170%
CFA
409
Camarda Financial Advisors
Florida
$963K +$25.9K +218 +3%
GG
410
GenWealth Group
New Jersey
$960K -$3.21K -27 -0.3%
Lazard Asset Management
411
Lazard Asset Management
New York
$959K +$955K +8,028 New
OP
412
ORG Partners
Indiana
$955K +$8.45K +71 +0.9%
SW
413
Simplicity Wealth
New Jersey
$946K -$376K -3,157 -29%
LFAS
414
Level Four Advisory Services
Texas
$941K +$7.26K +61 +0.8%
SMWM
415
Silvia McColl Wealth Management
California
$938K -$6.78K -57 -0.7%
MFG
416
Merit Financial Group
Georgia
$937K -$274K -2,303 -23%
WWM
417
Western Wealth Management
Colorado
$932K +$727K +6,112 +362%
AFG
418
ABLE Financial Group
Arizona
$916K +$51.4K +432 +6%
ECA
419
Elevated Capital Advisors
Utah
$911K -$20.6K -173 -2%
FMI
420
F/M Investments
District of Columbia
$910K
MIA
421
MMBG Investment Advisors
Florida
$905K +$343K +2,880 +61%
TCCM
422
Timber Creek Capital Management
Massachusetts
$900K -$8.92K -75 -1%
PAYA
423
Phil A. Younker & Associates
Alaska
$896K
OGC
424
Oak Grove Capital
New Hampshire
$896K +$892K +7,500 New
MWM
425
Modern Wealth Management
Kansas
$891K -$2.28M -19,173 -72%

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.