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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
CLGM
176
Capitolis Liquid Global Markets
New York
$6.49M -$12.9M -108,400 -67%
A
177
AlphaQuest
New York
$6.49M +$600K +5,048 +10%
LWM
178
Latko Wealth Management
Illinois
$6.42M +$463K +3,893 +8%
KAS
179
Kestra Advisory Services
Texas
$6.28M -$74.1K -623 -1%
SA
180
Sanctuary Advisors
Indiana
$6.28M +$950K +7,986 +18%
FMN
181
Financial Management Network
California
$6.25M +$173K +1,455 +3%
CIA
182
Concurrent Investment Advisors
Florida
$6.22M +$315K +2,652 +5%
TC
183
Trilogy Capital
California
$6.21M -$435K -3,653 -7%
CBA
184
Coastal Bridge Advisors
Connecticut
$6.15M +$1.06M +8,897 +21%
NFG
185
Nations Financial Group
Iowa
$6.11M -$91.6K -770 -1%
GVAG
186
Great Valley Advisor Group
Delaware
$6.1M -$41.6K -350 -0.7%
ETC
187
Exchange Traded Concepts
Oklahoma
$6.09M -$1.55M -13,059 -20%
CNB
188
Camden National Bank
Maine
$6.09M +$424K +3,565 +8%
DCA
189
DSG Capital Advisors
Minnesota
$5.96M +$2.48M +20,835 +72%
GDP
190
Great Diamond Partners
Maine
$5.95M +$320K +2,687 +6%
SB
191
Strategic Blueprint
Georgia
$5.95M -$115K -963 -2%
MWS
192
MFA Wealth Services
California
$5.93M -$450K -3,786 -7%
Renaissance Technologies
193
Renaissance Technologies
New York
$5.88M +$928K +7,800 +19%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$5.87M +$3.37M +28,315 +136%
CA
195
Clearstead Advisors
Ohio
$5.86M -$269K -2,265 -4%
TVAMP
196
Tennessee Valley Asset Management Partners
Tennessee
$5.84M -$11.9K -100 -0.2%
TIAM2
197
Tru Independence Asset Management 2
Oregon
$5.73M -$46.6K -392 -0.8%
CTI
198
Community Trust & Investment
Kentucky
$5.7M +$193K +1,620 +4%
ANTB
199
AMG National Trust Bank
Colorado
$5.69M +$96.6K +812 +2%
SPWM
200
Spartan Planning & Wealth Management
North Carolina
$5.56M +$2.01M +16,921 +57%

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.