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iShares 3-7 Year Treasury Bond ETF
IEI

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: 771 → 778 (+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: 61 → 59 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$538M
2
BlackRock
BlackRock
New York
+$308M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$237M
4
CF
Clarity Financial
Texas
+$87.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$60.1M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$52.6M
2
BEI
Benjamin Edwards Inc
Missouri
-$37.5M
3
Goldman Sachs
Goldman Sachs
New York
-$26.2M
4
CIM
Confluence Investment Management
Missouri
-$16.2M
5
RSWM
Robertson Stephens Wealth Management
California
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$43.8M +$6.95M +58,388 +19%
DI
52
DDFG Inc
California
$41.6M +$1.32M +11,074 +3%
Franklin Resources
53
Franklin Resources
California
$41M +$2.85M +24,001 +8%
SVCP
54
Silicon Valley Capital Partners
California
$37.4M +$3.17M +26,676 +9%
BBVA
55
Banco Bilbao Vizcaya Argentaria
Spain
$36.4M +$5.67M +47,680 +19%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$35.6M -$1.78K -15 -0%
SIA
57
SkyView Investment Advisors
New Jersey
$35.4M +$35.7K +300 +0.1%
OIA
58
OneDigital Investment Advisors
Kansas
$35M +$96.6K +812 +0.3%
BEI
59
Benjamin Edwards Inc
Missouri
$33.4M -$37.5M -315,319 -53%
WJA
60
Willis Johnson & Associates
Texas
$31M +$2.5M +21,001 +9%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$30.6M +$5.96M +50,090 +24%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$29.8M +$988K +8,305 +3%
HighTower Advisors
63
HighTower Advisors
Illinois
$29.5M +$3.93M +33,068 +15%
KFAA
64
Klaas Financial Asset Advisors
Illinois
$29.4M +$615K +5,170 +2%
CWM
65
Cabot Wealth Management
Massachusetts
$29M +$2.07M +17,425 +8%
HCM
66
Hilton Capital Management
New York
$27.6M +$12.4M +104,624 +83%
NHFG
67
New Harbor Financial Group
Massachusetts
$27.3M +$1.94M +16,319 +8%
BS
68
Banco Santander
Spain
$26.9M +$1.25M +10,541 +5%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$26M +$353K +2,969 +1%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$25.5M +$14.5M +121,892 +134%
US Bancorp
71
US Bancorp
Minnesota
$25.4M +$219K +1,844 +0.9%
MW
72
MBL Wealth
North Carolina
$25.1M +$1.14M +9,581 +5%
SWP
73
Strategic Wealth Partners
Ohio
$24.2M +$782K +6,577 +3%
Allianz Asset Management
74
Allianz Asset Management
Germany
$24.1M +$178K +1,500 +0.7%
Goldman Sachs
75
Goldman Sachs
New York
$24M -$26.2M -220,401 -52%
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IEI Hedge Fund Activity: Q3 2025 in Review

778 of the 7,619 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.