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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
PWAM
826
Private Wealth Asset Management
Iowa
-$101K -850 Closed
BA
827
Bristlecone Advisors
Washington
-$75.5K -634 Closed
TPWA
828
Twin Peaks Wealth Advisors
California
-$53.6K -451 Closed
AAP
829
Arax Advisory Partners
Colorado
-$42.8K -359 Closed
TIM
830
Tortoise Investment Management
New York
-$26.2K -220 Closed
BOJHT
831
Bank of Jackson Hole Trust
Wyoming
-$25.6K -215 Closed
BCMLT
832
Beacon Capital Management LLC (Tennessee)
Tennessee
-$25.1K -211 Closed
CICI
833
Capital Investment Counsel Inc
North Carolina
-$24.3K -204 Closed
NCM
834
Northwest Capital Management
Oregon
-$19.5K -164 Closed
FMP
835
Financial Management Professionals
Texas
-$18K -151 Closed
KGP
836
Keystone Global Partners
Colorado
-$11.3K -95 Closed
BFP
837
Briaud Financial Planning
Texas
-$10K -89 Closed
NC
838
NewSquare Capital
Pennsylvania
-$7.86K -66 Closed
MLA
839
MB, Levis & Associates
Pennsylvania
-$5.96K -50 Closed
QWM
840
Quaker Wealth Management
New Jersey
-$4.76K -40 Closed
TAM
841
Townsend Asset Management
North Carolina
-$4.17K -35 Closed
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
-$3.81K -32 Closed
MYIA
843
Mount Yale Investment Advisors
Colorado
-$1.49K -13 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.