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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SAS
776
Spurstone Advisory Services
Connecticut
$956 – – –
SS
777
Sunbelt Securities
Texas
$657 +$119 +1 +20%
IBOK
778
Independence Bank of Kentucky
Kentucky
$359 – – –
KFI
779
Key Financial Inc
Pennsylvania
$358 – – –
FWP
780
FAS Wealth Partners
Kansas
$243 -$56.1K -472 -100%
DFA
781
DHJJ Financial Advisors
Illinois
$240 – – –
BMCM
782
Black Maple Capital Management
Wisconsin
– -$10.4M -87,000 Closed
JGC
783
J. Goldman & Co
New York
– -$6.55M -55,000 Closed
WAM
784
Worth Asset Management
Texas
– -$6.22M -52,190 Closed
Susquehanna International Group
785
Susquehanna International Group
Pennsylvania
– -$4.94M -41,502 Closed
Jane Street
786
Jane Street
New York
– -$4.22M -35,514 Closed
HFA
787
Hershey Financial Advisers
Pennsylvania
– -$3.73M -31,285 Closed
OMC
788
Old Mission Capital
Illinois
– -$2.16M -18,127 Closed
CAMV
789
Concord Asset Management (Virginia)
Virginia
– -$2.07M -17,412 Closed
EE
790
EWG Elevate
California
– -$1.48M -12,441 Closed
IMC Chicago
791
IMC Chicago
Illinois
– -$1.19M -10,009 Closed
PAS
792
PKS Advisory Services
New York
– -$1.03M -8,641 Closed
LSIA
793
LaSalle St. Investment Advisors
Illinois
– -$1.01M -8,470 Closed
AA
794
Armis Advisers
Georgia
– -$973K -8,251 Closed
OC
795
Oarsman Capital
Wisconsin
– -$964K -8,091 Closed
SNWA
796
Siligmueller & Norvid Wealth Advisors
Illinois
– -$949K -8,050 Closed
OAS
797
Optivise Advisory Services
Tennessee
– -$905K -7,603 Closed
VC
798
Vicus Capital
Pennsylvania
– -$725K -6,085 Closed
SL
799
SWMG LLC
Texas
– -$665K -5,631 Closed
VIPI
800
Vista Investment Partners II
Indiana
– -$665K -5,582 Closed
30 31
32
33 34

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.