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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
DAS
151
Diversify Advisory Services
Utah
$8.68M -$68.9K -579 -0.8%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$8.27M +$1.93M +16,248 +31%
FFA
153
Farther Finance Advisors
California
$8.25M +$1.71M +14,390 +26%
PPWP
154
Premier Path Wealth Partners
New Jersey
$8.22M +$39.3K +330 +0.5%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$8.11M -$322K -2,708 -4%
SCM
156
Sollinda Capital Management
Florida
$8.09M +$452K +3,804 +6%
WI
157
WrapManager Inc
California
$8.07M -$1.29M -10,875 -14%
TCA
158
Transcend Capital Advisors
New Jersey
$8.05M +$3.4M +28,580 +74%
EAM
159
Everstar Asset Management
North Carolina
$7.92M +$594K +4,995 +8%
PDL
160
Portfolio Design Labs
California
$7.9M -$2M -16,810 -20%
SWA
161
Stratos Wealth Advisors
Ohio
$7.68M +$378K +3,181 +5%
DC
162
Davenport & Co
Virginia
$7.68M +$994K +8,353 +15%
CCA
163
Checchi Capital Advisers
California
$7.4M -$218K -1,831 -3%
PG
164
Proffitt & Goodson
Tennessee
$7.34M -$168K -1,412 -2%
MPPLM
165
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.28M +$90.2K +758 +1%
HCA
166
Heck Capital Advisors
Wisconsin
$7.2M +$3.04M +25,531 +74%
JIR
167
James Investment Research
Ohio
$7.11M +$33.9K +285 +0.5%
FFG
168
Foundry Financial Group
New Hampshire
$6.99M +$652K +5,478 +10%
PWM
169
Proathlete Wealth Management
Florida
$6.85M +$514K +4,318 +8%
PP
170
Prudential plc
United Kingdom
$6.83M -$2.49M -20,967 -27%
Comerica Bank
171
Comerica Bank
Texas
$6.71M -$363K -3,048 -5%
RSWM
172
Robertson Stephens Wealth Management
California
$6.66M -$16M -134,631 -71%
CG
173
CFO4Life Group
Texas
$6.64M -$983K -8,268 -13%
TFA
174
TPG Financial Advisors
Oregon
$6.58M +$686K +5,770 +12%
PFS
175
Prospera Financial Services
Texas
$6.53M +$115K +969 +2%

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.