We are live on ! Find out more
IEI icon

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
SC
601
SouthState Corp
Florida
$260K -$3.57K -30 -1%
SSA
602
SSA Swiss Advisors
$257K
RFP
603
Root Financial Partners
California
$255K -$119 -1 -0%
VAG
604
VisionPoint Advisory Group
Texas
$254K +$253K +2,129 New
PIA
605
Perennial Investment Advisors
California
$254K -$476 -4 -0.2%
KWMG
606
King Wealth Management Group
Florida
$252K -$9.04K -76 -3%
NS
607
NBC Securities
Alabama
$250K +$190K +1,596 +320%
FIA
608
Foundations Investment Advisors
Arizona
$248K +$247K +2,074 New
DIP
609
DT Investment Partners
Pennsylvania
$247K -$5K -42 -2%
OA
610
Oxbow Advisors
Texas
$244K +$18.2K +153 +8%
FFM
611
Flagstone Financial Management
Nebraska
$244K
TFA
612
Tobias Financial Advisors
Florida
$243K
CPSC
613
Carl P. Sherr & Co
Massachusetts
$241K
CCAL
614
City Center Advisors LLC
Michigan
$241K +$30.1K +253 +14%
FTS
615
Fifth Third Securities
Ohio
$241K -$5.27M -44,326 -96%
CFD
616
Creative Financial Designs
Indiana
$240K -$117K -986 -33%
CAAM
617
Cornerstone Advisors Asset Management
Pennsylvania
$239K +$238K +1,998 New
QWP
618
Quotient Wealth Partners
Texas
$235K -$103K -869 -31%
KPWM
619
KDK Private Wealth Management
Texas
$234K +$119 +1 +0.1%
DWM
620
Dopkins Wealth Management
New York
$232K
FA
621
Flagstar Advisors
New York
$231K +$1.43K +12 +0.6%
BRWA
622
B. Riley Wealth Advisors
Florida
$230K +$3.09K +26 +1%
FCM
623
Firestone Capital Management
Florida
$230K +$229K +1,923 New
LNB
624
Ledyard National Bank
$229K
KWM
625
Keebeck Wealth Management
Illinois
$226K +$225K +1,894 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.