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iShares 3-7 Year Treasury Bond ETF

832 hedge funds and large institutions have $15.9B invested in iShares 3-7 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 258 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 258

12% more funds holding in top 10

Funds holding in top 10: 6876 (+8)

8% more capital invested

Capital invested by funds: $14.7B → $15.9B (+$1.17B)

0.03% more ownership

Funds ownership: 83.72%83.75% (+0.03%)

0% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 85

6% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $19.6M

2% less funds holding

Funds holding: 845832 (-13)

Holders
832
Holders Change
-13
Holders Change %
-1.54%
% of All Funds
10.25%
Holding in Top 10
76
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.76%
% of All Funds
0.94%
New
85
Increased
348
Reduced
258
Closed
85
Calls
$18.5M
Puts
$19.6M
Net Calls
-$1.09M
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.23B +$134M +1,123,569 +6%
Bank of America
2
Bank of America
North Carolina
$1.1B +$313M +2,627,948 +40%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$742M +$39.8M +333,630 +6%
Invesco
4
Invesco
Georgia
$509M
Financial Engines Advisors
5
Financial Engines Advisors
California
$502M -$6.72M -56,381 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$455M -$4.59M -38,465 -1%
AssetMark Inc
7
AssetMark Inc
California
$398M +$35.8M +300,397 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$373M +$271M +2,271,791 +260%
UBS Group
9
UBS Group
Switzerland
$354M +$85.1M +713,363 +31%
Morgan Stanley
10
Morgan Stanley
New York
$339M +$8.45M +70,808 +3%
Ameriprise
11
Ameriprise
Minnesota
$337M +$14.3M +119,603 +4%
LPL Financial
12
LPL Financial
California
$324M +$33.6M +281,609 +11%
Stifel Financial
13
Stifel Financial
Missouri
$285M +$27.2M +227,770 +10%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$275M -$43M -360,753 -13%
WL
15
WIT LLC
District of Columbia
$269M +$20.9M +174,852 +8%
Wells Fargo
16
Wells Fargo
California
$255M +$6.77M +56,799 +3%
Mariner
17
Mariner
Kansas
$242M +$184M +1,542,184 +312%
Truist Financial
18
Truist Financial
North Carolina
$237M +$3.23M +27,105 +1%
Cerity Partners
19
Cerity Partners
New York
$234M +$1.71M +14,299 +0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$219M -$4.91M -41,130 -2%
TWM
21
Tanglewood Wealth Management
Texas
$189M +$13.9M +116,456 +8%
Raymond James Financial
22
Raymond James Financial
Florida
$189M +$8.48M +71,064 +5%
BlackRock
23
BlackRock
New York
$160M -$32.6M -273,072 -17%
HNB
24
Huntington National Bank
Ohio
$151M +$579K +4,858 New
WA
25
WestEnd Advisors
North Carolina
$143M +$3.91M +32,822 +3%