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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
VPI
576
Value Partners Investments
Manitoba, Canada
$311K
BB
577
Busey Bank
Illinois
$310K
UBP
578
Union Bancaire Privee
Switzerland
$309K +$223K +1,874 +262%
PPW
579
Pasadena Private Wealth
California
$301K
VWM
580
Valley Wealth Managers
New Jersey
$301K -$17.2K -145 -5%
DF
581
Dunhill Financial
United Kingdom
$299K -$15.2K -128 Closed
AWM
582
Adams Wealth Management
Utah
$289K +$2.62K +22 +0.9%
CI
583
CacheTech Inc
Utah
$289K +$2.62K +22 +0.9%
ACM
584
Advance Capital Management
Michigan
$288K
UAS
585
United Asset Strategies
New York
$283K +$29.9K +251 +12%
PIMG
586
Patriot Investment Management Group
Tennessee
$283K +$9.52K +80 +4%
SFG
587
Sather Financial Group
Texas
$282K +$281K +2,362 New
GWP
588
Gateway Wealth Partners
Wisconsin
$280K +$11.8K +99 +4%
DWAM
589
Duncan Williams Asset Management
Tennessee
$278K
CWM
590
Chemistry Wealth Management
New York
$278K
FFC
591
Frederick Financial Consultants
Maryland
$277K +$1.19K +10 +0.4%
CA
592
Calton & Associates
Florida
$275K +$833 +7 +0.3%
MG
593
Mather Group
Illinois
$275K -$15.1K -127 -5%
CCA
594
Cobblestone Capital Advisors
New York
$274K
WA
595
Westfuller Advisors
New York
$273K +$2.38K +20 +0.9%
AA
596
Alesco Advisors
New York
$272K -$14.3K -120 -5%
BA
597
Brightwater Advisory
Florida
$271K +$833 +7 +0.3%
CAWM
598
Capital Advisors Wealth Management
Washington
$263K +$262K +2,203 New
GS
599
GTS Securities
New York
$262K -$2.65M -22,286 -91%
AWM
600
Accurate Wealth Management
Florida
$261K +$259K +2,178 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.