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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
TCOV
676
Trust Company of Vermont
Vermont
$77.7K
SAM
677
Smartleaf Asset Management
Massachusetts
$73.7K +$71K +597 +2,985%
GWP
678
Gen-Wealth Partners
Michigan
$68.6K +$1.19K +10 +2%
MA
679
Montag & Associates
Georgia
$63.1K -$35.8K -301 -36%
PC
680
Promus Capital
Illinois
$63.1K +$62.8K +528 New
CA
681
CoreCap Advisors
Michigan
$61.9K +$17.5K +147 +40%
HWP
682
Highline Wealth Partners
California
$59.9K +$59.6K +501 New
CMA
683
Cedar Mountain Advisors
Oregon
$57K -$26.8K -225 -32%
GEA
684
Glen Eagle Advisors
New Jersey
$54.4K +$54.1K +455 New
TH
685
TCTC Holdings
Texas
$51.3K
CWM
686
Cedar Wealth Management
California
$51.1K +$238 +2 +0.5%
PA
687
Parallel Advisors
California
$49.2K -$7.02K -59 -13%
BIA
688
Bell Investment Advisors
California
$49K +$48.8K +410 New
FFO
689
Fortitude Family Office
Arizona
$47.2K +$47K +395 New
BTI
690
Blue Trust Inc
Georgia
$45.4K -$18.7K -157 -29%
NRG
691
Nemes Rush Group
Michigan
$45.2K +$476 +4 +1%
GWS
692
Greykasell Wealth Strategies
California
$44.5K +$44.3K +372 New
HDIM
693
Hanson & Doremus Investment Management
Vermont
$44K +$23.8K +200 +121%
WP
694
WealthShield Partners
North Carolina
$43K
WB
695
Webster Bank
Connecticut
$42.7K +$1.43K +12 +3%
CBT
696
Crews Bank & Trust
Florida
$37.9K
AIP
697
Ameritas Investment Partners
Nebraska
$37K -$112K -940 -75%
SWIM
698
Smallwood Wealth Investment Management
New Jersey
$36.7K -$7.02K -59 -16%
FDW
699
Fourth Dimension Wealth
Ohio
$36.2K
CMP
700
Coston McIsaac & Partners
Maine
$36K

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.