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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
SA
626
Sovran Advisors
California
$225K -$11.8K -99 -5%
MWM
627
Modera Wealth Management
New Jersey
$224K +$8.68K +73 +4%
EI
628
Ellevest Inc
New York
$222K +$221K +1,860 New
BWM
629
BAM Wealth Management
Colorado
$220K +$219K +1,844 New
DJSG
630
D.J. St. Germain
Massachusetts
$219K
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$218K +$4.76K +40 +2%
C
632
Certuity
Florida
$218K +$217K +1,823 New
PCM
633
Prelude Capital Management
New York
$216K +$215K +1,810 New
LCGC
634
Legacy Capital Group California
California
$213K -$102K -857 -32%
SIM
635
Studio Investment Management
Illinois
$212K -$1.15M -9,635 -84%
SMA
636
Seven Mile Advisory
New Jersey
$211K +$210K +1,769 New
CIC
637
Carnegie Investment Counsel
Ohio
$211K -$173K -1,451 -45%
HSA
638
HBK Sorce Advisory
Pennsylvania
$211K
EWM
639
Evercore Wealth Management
New York
$210K
NG
640
Novem Group
New York
$210K +$209K +1,757 New
CIBC Private Wealth Group
641
CIBC Private Wealth Group
Georgia
$209K +$154K +1,293 +286%
BPA
642
Beacon Pointe Advisors
California
$206K +$205K +1,726 New
DWM
643
Dakota Wealth Management
Florida
$205K
AMBIA
644
Allen Mooney & Barnes Investment Advisors
Georgia
$205K +$119 +1 +0.1%
JAM
645
JCIC Asset Management
Ontario, Canada
$205K +$204K +1,715 New
LCM
646
Logan Capital Management
Pennsylvania
$197K +$4.16K +35 +2%
CF
647
Centaurus Financial
California
$196K
IRC
648
Investors Research Corp
Georgia
$190K +$2.14K +18 +1%
WWM
649
Wolff Wiese Magana
California
$189K
PPC
650
Park Place Capital
Alabama
$177K -$124K -1,044 -41%

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.