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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
FPAS
126
Focus Partners Advisor Solutions
Missouri
$11.9M -$115K -969 -1%
RI
127
Rinkey Investments
California
$11.8M +$323K +2,714 +3%
HPC
128
HM Payson & Co
Maine
$11.7M +$738K +6,201 +7%
CC
129
Criteria Caixa
Spain
$11.6M
BCM
130
Boltwood Capital Management
California
$11.4M -$42.1K -354 -0.4%
UCFA
131
United Capital Financial Advisors
Texas
$11.2M +$1.8M +15,095 +19%
AG
132
Ascent Group
Virginia
$10.9M -$1.1M -9,281 -9%
RWA
133
Redhawk Wealth Advisors
Minnesota
$10.9M +$1.63M +13,669 +18%
PWM
134
Paulson Wealth Management
Illinois
$10.7M +$940K +7,905 +10%
PFPT
135
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.7M -$1.56M -13,081 -13%
AI
136
Arvest Investments
Arkansas
$10.6M +$5.68M +47,787 +116%
WCM
137
Wealthcare Capital Management
Virginia
$10.1M +$145K +1,217 +1%
MWC
138
MBM Wealth Consultants
Missouri
$9.63M +$915K +7,691 +11%
Millennium Management
139
Millennium Management
New York
$9.62M +$6.91M +58,127 +260%
KPWS
140
Kestra Private Wealth Services
Texas
$9.61M -$962K -8,087 -9%
BFA
141
Blueprint Financial Advisors
North Carolina
$9.61M +$68.8K +578 +0.7%
AWM
142
Axxcess Wealth Management
California
$9.58M +$2.96M +24,849 +45%
FFBTD
143
First Financial Bank - Trust Division
Ohio
$9.51M +$233K +1,960 +3%
PAG
144
Private Advisor Group
New Jersey
$9.48M +$720K +6,053 +8%
RCM
145
Ridgepath Capital Management
Tennessee
$9.47M +$572K +4,812 +6%
KP
146
Keel Point
Alabama
$9.38M +$224K +1,882 +2%
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
$8.9M -$2.13M -17,874 -19%
PA
148
Procyon Advisors
Connecticut
$8.85M +$8.52M +71,630 +2,936%
MCM
149
MAI Capital Management
Ohio
$8.82M -$294K -2,471 -3%
VPP
150
Vertex Planning Partners
Illinois
$8.73M +$415K +3,490 +5%

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.