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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
SG
426
StoneX Group
New York
$883K +$49.5K +416 +6%
JIP
427
Jaffetilchin Investment Partners
Florida
$881K +$4.76K +40 +0.5%
AWE
428
Avidian Wealth Enterprises
Texas
$879K -$1.43K -12 -0.2%
AC
429
Apella Capital
Connecticut
$870K -$481K -4,041 -36%
ULWM
430
Upper Left Wealth Management
Florida
$865K -$7.97K -67 -0.9%
IAS
431
IMA Advisory Services
Colorado
$865K
AWA
432
Arete Wealth Advisors
Illinois
$862K +$62.8K +528 +8%
SAM
433
Smithbridge Asset Management
Pennsylvania
$859K +$855K +7,189 New
RIA
434
Regal Investment Advisors
Michigan
$849K -$51.4K -432 -6%
PBO
435
Peoples Bank (Ohio)
Ohio
$845K
Fisher Asset Management
436
Fisher Asset Management
Washington
$836K +$832K +6,997 New
RT
437
Rockland Trust
Massachusetts
$813K -$238 -2 -0%
Vontobel Holding
438
Vontobel Holding
Switzerland
$811K -$280K -2,350 -26%
OC
439
Optima Capital
Oregon
$806K -$25.9K -218 -3%
SFGP
440
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$792K +$2.85K +24 +0.4%
PS
441
Principal Securities
Iowa
$792K +$149K +1,255 +23%
RA
442
RFG Advisory
Alabama
$788K +$425K +3,569 +118%
Qube Research & Technologies (QRT)
443
Qube Research & Technologies (QRT)
United Kingdom
$783K +$780K +6,554 New
SF
444
Summit Financial
New Jersey
$772K +$225K +1,889 +41%
IDBONY
445
Israel Discount Bank of New York
New York
$765K +$297K +2,493 +64%
SWM
446
Steinberganna Wealth Management
New York
$761K +$757K +6,367 New
PAM
447
Peak Asset Management
Colorado
$756K -$7.97K -67 -1%
FA
448
Fiduciary Alliance
South Carolina
$755K +$39.5K +332 +6%
PTC
449
Private Trust Company
Ohio
$754K +$219K +1,840 +41%
KWM
450
Koa Wealth Management
California
$748K +$744K +6,255 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.