iShares 3-7 Year Treasury Bond
IEI • NASDAQ
iShares 3-7 Year Treasury Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 760 institutional investors hold shares in this ETF, with total holdings valued at $14.1B. JPMORGAN CHASE & CO is the largest holder with a position valued at $2.0B.
Overview
Overview of institutional ownership in IEI as of Q3 2025
All Institutions
- Institutions
- 760
- Value Held
- $14.1B
- Shares Held
- 118.3M
- Avg Position
- $18.6M
- Median Position
- $1.0M
Hedge Funds
- Hedge Funds
- 9
- Value Held
- $37.6M
- Shares Held
- 314.4K
- Avg Position
- $4.2M
- Median Position
- $3.8M
Biggest Investors
Institutions with the largest positions in IEI as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $2.0B 0.13% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $841.1M 0.06% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $674.4M 1.38% of portfolio |
 Invesco Ltd. ETF Provider | $512.9M 0.08% of portfolio |
F Financial Engines Advisors L.L.C. Institution | $508.4M 0.97% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $439.4M 0.13% of portfolio |
B BlackRock, Inc. Institution | $409.2M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $357.8M 0.02% of portfolio |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $342.0M 0.74% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $324.6M 0.07% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IEI in Q3 2025
- Traded
- +$1.5B
- Buyers
- 428
- Sellers
- 277
- Total Bought
- +$1.9B
- Total Sold
- −$420.5M
- Avg Position
- $17.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$540.7M +4.5M shares |
B BlackRock, Inc. Institution | +$309.6M +2.6M shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$238.1M +2.0M shares |
C Clarity Financial LLC Institution | +$88.0M +735.9K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$60.4M +505.4K shares |
L LPL Financial LLC Institution | +$39.4M +329.6K shares |
 Dynasty Wealth Management, LLC Fund of Funds | +$38.8M +324.5K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$37.7M +315.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$37.2M +311.6K shares |
BANK OF AMERICA CORP /DE/ Institution | +$29.3M +244.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
W WIT, LLC Institution | −$52.8M −442.2K shares |
B BENJAMIN EDWARDS INC Institution | −$37.7M −315.3K shares |
 GOLDMAN SACHS GROUP INC Institution | −$26.3M −220.4K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$16.3M −136.5K shares |
R Robertson Stephens Wealth Management, LLC Institution | −$16.1M −134.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$15.9M −133.3K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | −$14.0M −116.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$13.3M −111.4K shares |
C Capitolis Liquid Global Markets LLC Private Equity | −$13.0M −108.4K shares |
 UBS Group AG Institution | −$10.9M −91.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IEI in Q3 2025
- New Positions
- 33
- New Value
- $19.9M
- Exited Positions
- 63
- Exited Value
- $58.3M
New Positions
| Institution | Position Value |
|---|---|
 Forefront Wealth Partners, LLC RIA/Wealth | $4.6M 38.8K shares |
 Verdence Capital Advisors LLC RIA/Wealth | $4.0M 33.3K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $2.0M 16.9K shares |
B BayBridge Capital Group, LLC RIA/Wealth | $1.1M 9.2K shares |
 HORAN Wealth, LLC RIA/Wealth | $994.5K 8.3K shares |
 Oak Grove Capital LLC RIA/Wealth | $896.3K 7.5K shares |
 SMITHBRIDGE ASSET MANAGEMENT INC/DE RIA/Wealth | $859.2K 7.2K shares |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | $760.9K 6.4K shares |
 Koa Wealth Management, LLC RIA/Wealth | $747.5K 6.3K shares |
 Welch Group, LLC RIA/Wealth | $462.6K 3.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 Black Maple Capital Management LP Hedge Fund•Multi-Strategy | $10.4M 87.0K shares |
J J. Goldman & Co LP Hedge Fund•Multi-Strategy | $6.5M 55.0K shares |
 Worth Asset Management, LLC RIA/Wealth | $6.2M 52.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.9M 41.5K shares |
J JANE STREET GROUP, LLC Institution | $4.2M 35.5K shares |
 Hershey Financial Advisers, LLC RIA/Wealth | $3.7M 31.3K shares |
O OLD MISSION CAPITAL LLC Institution | $2.2M 18.1K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | $2.1M 17.4K shares |
E EWG Elevate Inc. Institution | $1.5M 12.4K shares |
 IMC-Chicago, LLC RIA/Wealth | $1.2M 10.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in IEI as of Q3 2025
- Call Positions
- 8
- Call Value
- $109.7M
- Put Positions
- 9
- Put Value
- $111.4M
Call Positions
| Institution | Position Value |
|---|---|
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $55.6M 4.7K contracts |
BANK OF AMERICA CORP /DE/ Institution | $35.5M 3.0K contracts |
 WELLS FARGO & COMPANY/MN Institution | $9.0M 750.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $7.3M 612.0 contracts |
W WOLVERINE TRADING, LLC Institution | $1.6M 136.0 contracts |
J JANE STREET GROUP, LLC Institution | $513.9K 43.0 contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $203.2K 17.0 contracts |
 BARCLAYS PLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $46.6M 3.9K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $15.3M 1.3K contracts |
BARCLAYS PLC Institution | $14.3M 1.2K contracts |
BANK OF AMERICA CORP /DE/ Institution | $12.5M 1.1K contracts |
 Walleye Trading LLC RIA/Wealth | $10.8M 904.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $7.8M 649.0 contracts |
J JANE STREET GROUP, LLC Institution | $3.8M 314.0 contracts |
W WOLVERINE TRADING, LLC Institution | $227.0K 19.0 contracts |
WELLS FARGO & COMPANY/MN Institution | - - contracts |
Most Committed Institutions
Institutions with IEI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO Institution | 25.97% $50.4M |
H Hoese & Co LLP Institution | 17.54% $22.9M |
C Clarity Financial LLC Institution | 15.61% $157.3M |
 Tanglewood Wealth Management, Inc. RIA/Wealth | 11.64% $125.0M |
 WEST CHESTER CAPITAL ADVISORS, INC RIA/Wealth | 10.97% $21.7M |
 DDFG, Inc RIA/Wealth | 9.60% $41.6M |
 ARMSTRONG ADVISORY GROUP, INC RIA/Wealth | 8.66% $114.4M |
G Gould Capital, LLC RIA/Wealth | 7.97% $12.9M |
G Gunma Bank,Ltd. Institution | 6.91% $21.5M |
 FORONJY FINANCIAL LLC RIA/Wealth | 6.74% $15.4M |
Hedge Fund Spotlight
Discover hedge funds investing in IEI
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares 3-7 Year Treasury Bond
- Market Value
- $635.5K
- Shares Held
- 5.3K
- Portfolio Weight
- 0.29%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
