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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
VA
451
Valmark Advisers
Ohio
$744K +$28.9K +243 +4%
RIS
452
Retirement Income Solutions
Michigan
$740K
FPW
453
Fairvoy Private Wealth
Alabama
$734K -$11.4K -96 -2%
PFG
454
Pacific Financial Group
Washington
$733K +$24.5K +206 +3%
XT
455
XTX Topco
Cayman Islands
$718K +$714K +6,005 New
EIA
456
Eldridge Investment Advisors
New Hampshire
$709K +$708K +5,950 New
RFM
457
Royal Fund Management
Florida
$708K -$741K -6,226 -51%
MA
458
Mutual Advisors
Nebraska
$703K +$714 +6 +0.1%
BAM
459
Berkshire Asset Management
Pennsylvania
$697K +$136K +1,147 +24%
AWM
460
Apollon Wealth Management
South Carolina
$688K +$21.6K +182 +3%
SAS
461
Stelac Advisory Services
New York
$688K -$50.6K -425 -7%
IC
462
IEQ Capital
California
$688K +$18K +151 +3%
JSSH
463
J. Safra Sarasin Holding
$679K +$283K +2,382 +72%
EWA
464
EverSource Wealth Advisors
Alabama
$670K +$357 +3 +0.1%
BPC
465
Banque Pictet & Cie
Switzerland
$666K
HPM
466
Hudson Portfolio Management
New York
$658K -$220K -1,850 -25%
CST
467
Charles Schwab Trust
Nevada
$656K -$1.78K -15 -0.3%
IWM
468
Iams Wealth Management
Nebraska
$650K +$49.1K +413 +8%
AIC
469
Argus Investors Counsel
New York
$648K +$18.7K +157 +3%
ACP
470
Argyle Capital Partners
California
$641K +$75.5K +635 +13%
SOS
471
Silver Oak Securities
Tennessee
$639K -$134K -1,126 -17%
CWP
472
Core Wealth Partners
California
$635K -$342K -2,878 -35%
NFW
473
Noble Family Wealth
Florida
$634K
SC
474
Savant Capital
Illinois
$634K +$631K +5,304 New
William Blair & Company
475
William Blair & Company
Illinois
$618K +$7.73K +65 +1%

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.