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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
RCAG
201
Rehmann Capital Advisory Group
Michigan
$5.56M +$492K +4,134 +10%
LHWM
202
Lake Hills Wealth Management
Texas
$5.55M +$156K +1,311 +3%
UW
203
Unique Wealth
Florida
$5.48M +$849K +7,140 +18%
DWM
204
Darwin Wealth Management
Florida
$5.46M +$124K +1,045 +2%
AI
205
Atria Investments
North Carolina
$5.38M -$2.7M -22,689 -34%
JWM
206
JPL Wealth Management
Colorado
$5.36M +$236K +1,982 +5%
IWC
207
Integrated Wealth Concepts
Massachusetts
$5.26M +$4.23M +35,532 +421%
1NWS
208
1 North Wealth Services
Maryland
$5.24M -$25.9K -218 -0.5%
WWM
209
Whalen Wealth Management
Nevada
$5.24M +$2.33M +19,583 +81%
ASN
210
Advisory Services Network
Georgia
$5.24M -$1.03M -8,659 -16%
DAS
211
Dynamic Advisor Solutions
Arizona
$5.2M +$365K +3,065 +8%
Corient Private Wealth
212
Corient Private Wealth
Florida
$5.18M -$600K -5,045 -10%
VFA
213
Values First Advisors
Tennessee
$5.17M +$143K +1,201 +3%
SMFG
214
Sumitomo Mitsui Financial Group
Japan
$5.13M +$560K +4,708 +12%
PA
215
Pinnacle Associates
New York
$5.02M +$97.2K +817 +2%
4WM
216
4J Wealth Management
Virginia
$5.01M +$922K +7,752 +23%
MCM
217
Monument Capital Management
Virginia
$4.94M -$26.3K -221 -0.5%
DADC
218
D.A. Davidson & Co
Montana
$4.88M -$119K -1,003 -2%
Citigroup
219
Citigroup
New York
$4.82M -$4.31M -36,230 -47%
EWM
220
Edge Wealth Management
New York
$4.81M +$2.38K +20 +0%
SB
221
Semitam Bonam
New York
$4.72M +$124K +1,039 +3%
Barclays
222
Barclays
United Kingdom
$4.7M -$7.26M -61,006 -61%
TIAA Trust, National Association
223
TIAA Trust, National Association
North Carolina
$4.67M +$502K +4,223 +12%
CKAIS
224
Christensen King & Associates Investment Services
Washington
$4.65M -$221K -1,855 -5%
FWP
225
Forefront Wealth Partners
Texas
$4.64M +$4.62M +38,807 New

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.