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
SIS
701
Sound Income Strategies
Florida
$35.8K +$35.7K +300 New
DWA
702
Delos Wealth Advisors
Texas
$33.8K
AC
703
AlphaCore Capital
California
$32.5K +$29.9K +251 +1,195%
RIL
704
Rothschild Investment LLC
Illinois
$31.3K -$11.1K -93 -26%
AA
705
Ancora Advisors
Ohio
$31.1K +$10.1K +85 +49%
AUB
706
Atlantic Union Bankshares
Virginia
$31.1K +$25.1K +211 +431%
ADL
707
Asset Dedication LLC
California
$28.4K +$28.3K +238 New
FM
708
Family Management
New York
$27K
BWL
709
Bogart Wealth LLC
Virginia
$26.9K
AW
710
Avion Wealth
Texas
$25K
BFO
711
Biltmore Family Office
North Carolina
$23.9K
PP
712
Pacifica Partners
Canada
$23.9K
CTC
713
Central Trust Company
Missouri
$23.8K
CJ
714
Caitlin John
Michigan
$21.4K +$21.3K +179 New
FHC
715
First Horizon Corporation
Tennessee
$20.7K +$20.6K +173 New
LI
716
LRI Investments
Florida
$20.4K -$8.8K -74 -30%
HC
717
Hara Capital
Washington
$18.6K
BIM
718
Breakwater Investment Management
Washington
$18.2K
WA
719
WPG Advisers
Maryland
$17K
ANBT
720
American National Bank & Trust
Texas
$16.9K
FNWA
721
Financial Network Wealth Advisors
Utah
$16.3K
CWM
722
Copia Wealth Management
Oregon
$15.9K
GFL
723
Granite FO LLC
New Hampshire
$15.9K
FF
724
Friedenthal Financial
New Jersey
$15.8K
VCM
725
Versant Capital Management
Arizona
$15.7K

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.