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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
RW
801
Rede Wealth
Virginia
-$588K -4,937 Closed
NWAG
802
Net Worth Advisory Group
Utah
-$528K -4,436 Closed
BAM
803
BTS Asset Management
Massachusetts
-$453K -3,802 Closed
VAS
804
Vestmark Advisory Solutions
Massachusetts
-$387K -3,247 Closed
TSS
805
Two Sigma Securities
New York
-$371K -3,119 Closed
FIM
806
Freedom Investment Management
Connecticut
-$365K -3,065 Closed
TRCT
807
Tower Research Capital (TRC)
New York
-$327K -2,750 Closed
TPWA
808
TRUE Private Wealth Advisors
Oregon
-$300K -2,517 Closed
HIP
809
HUB Investment Partners
Texas
-$295K -2,476 Closed
MPCL
810
My Personal CFO LLC
Washington
-$250K -2,096 Closed
NP
811
NorthRock Partners
Minnesota
-$248K -2,082 Closed
W
812
Wealthquest
Ohio
-$246K -2,068 Closed
HWM
813
HB Wealth Management
Georgia
-$240K -2,015 Closed
AL
814
Aspiriant LLC
California
-$239K -2,004 Closed
B
815
Bensler
Washington
-$235K -1,971 Closed
SPC
816
Sigma Planning Corp
Michigan
-$225K -1,894 Closed
IFA
817
Interactive Financial Advisors
Illinois
-$222K -1,862 Closed
VVP
818
Venture Visionary Partners
Ohio
-$211K -1,773 Closed
RB
819
Renasant Bank
Mississippi
-$209K -1,752 Closed
SWA
820
Sax Wealth Advisors
New Jersey
-$205K -1,725 Closed
IFWM
821
Institute for Wealth Management
Colorado
-$204K -1,714 Closed
KA
822
Kovack Advisors
Florida
-$202K -1,696 Closed
RI
823
Ridgewood Investments
New Jersey
-$159K -1,336 Closed
RBC
824
Roble Belko & Company
Pennsylvania
-$154K -1,294 Closed
BIG
825
Brooklyn Investment Group
New York
-$111K -934 Closed

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.