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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
GA
651
Guerra Advisors
Florida
$176K +$175K +1,475 New
MBFW
652
Morton Brown Family Wealth
Pennsylvania
$176K +$56.6K +476 +48%
EPAM
653
Evelyn Partners Asset Management
$171K
TFA
654
Transamerica Financial Advisors
Florida
$159K +$159K +1,334 New
CAL
655
Capital Analysts LLC
Pennsylvania
$152K +$1.31K +11 +0.9%
ATS
656
Ashton Thomas Securities
New York
$151K +$150K +1,261 New
KWM
657
Kiker Wealth Management
Georgia
$142K +$73.3K +616 +108%
AAS
658
Ameritas Advisory Services
Nebraska
$136K +$23.2K +195 +21%
CB
659
CNB Bank
Pennsylvania
$133K
BCV
660
Banque Cantonale Vaudoise
Switzerland
$130K
GIA
661
GHP Investment Advisors
Colorado
$125K +$41.6K +350 +50%
PWMG
662
Prestige Wealth Management Group
New Jersey
$120K +$119K +1,000 New
BCWM
663
Bartlett & Co Wealth Management
Ohio
$118K
CFB
664
Cullen/Frost Bankers
Texas
$111K +$39.1K +329 +55%
WTC
665
WhitTier Trust Company
Nevada
$106K
AF
666
Advisornet Financial
Minnesota
$105K -$8.33K -70 -7%
EB
667
Eastern Bank
Massachusetts
$104K -$38.9K -327 -27%
LFASL
668
Lugano Financial Advisors SA (LFA)
Switzerland
$99.5K
1IA
669
1620 Investment Advisors
Massachusetts
$95.6K +$119 +1 +0.1%
PAM
670
Palisade Asset Management
Minnesota
$89.6K +$89.2K +750 New
BCM
671
Boreal Capital Management
Florida
$88.9K -$545K -4,583 -86%
CPG
672
Cornerstone Planning Group
New Jersey
$86.6K +$33.3K +280 +63%
CPA
673
Cardiff Park Advisors
California
$85.1K
MA
674
MCF Advisors
Kentucky
$84.1K
CT
675
Clearstead Trust
Maine
$83.8K

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.