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iShares 3-7 Year Treasury Bond ETF

836 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 84 funds opening new positions, 349 increasing their positions, 261 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 261

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 (+$1.16B)

0.02% more ownership

Funds ownership: 83.74%83.76% (+0.02%)

2% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 86

6% less call options, than puts

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

1% less funds holding

Funds holding: 848836 (-12)

Holders
836
Holders Change
-12
Holders Change %
-1.42%
% of All Funds
10.23%
Holding in Top 10
76
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.76%
% of All Funds
0.93%
New
84
Increased
349
Reduced
261
Closed
86
Calls
$18.5M
Puts
$19.6M
Net Calls
-$1.09M
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
226
1 North Wealth Services
Maryland
$5.17M -$82.7K -693 -2%
MLM
227
Mount Lucas Management
Pennsylvania
$5.13M +$3.17M +26,614 +160%
PA
228
Pinnacle Associates
New York
$5.1M +$201K +1,685 +4%
TVAMP
229
Tennessee Valley Asset Management Partners
Tennessee
$5.09M -$716K -6,000 -12%
KAS
230
Kestra Advisory Services
Texas
$5.07M -$633K -5,303 -11%
RSWM
231
Robertson Stephens Wealth Management
California
$5.02M -$1.54M -12,896 -23%
IPWA
232
International Private Wealth Advisors
California
$5.02M -$1.42M -11,884 -22%
BWM
233
Bulltick Wealth Management
Florida
$4.91M +$1.39M +11,672 +39%
CA
234
Clearstead Advisors
Ohio
$4.89M -$363K -3,047 -7%
BCM
235
Brookstone Capital Management
Illinois
$4.86M +$3.78M +31,732 +343%
GAM
236
Gotham Asset Management
New York
$4.69M +$2.92M +24,456 +162%
CCAM
237
Cascades Capital Asset Management
North Carolina
$4.64M +$539K +4,521 +13%
MCM
238
Monument Capital Management
Virginia
$4.63M -$221K -1,855 -5%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$4.58M +$4.61M +38,657 New
CW
240
CreativeOne Wealth
Kansas
$4.58M +$792K +6,642 +21%
GFA
241
Gladwyn Financial Advisors
Virginia
$4.57M +$71.6K +600 +2%
SLP
242
Storen Legacy Partners
Indiana
$4.56M +$4.59M +38,463 New
ETC
243
Exchange Traded Concepts
Oklahoma
$4.55M -$725K -6,081 -14%
TI
244
Tidal Investments
Wisconsin
$4.48M +$4.51M +37,802 New
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$4.48M +$247K +2,075 +6%
AWM
246
Axxcess Wealth Management
California
$4.45M -$6.9M -57,877 -61%
CKAIS
247
Christensen King & Associates Investment Services
Washington
$4.44M -$35.5K -298 -0.8%
MAM
248
Madison Asset Management
Wisconsin
$4.44M +$30.7K +257 +0.7%
CFAM
249
Center For Asset Management
Florida
$4.28M +$494K +4,141 +13%
IWM
250
IHT Wealth Management
Illinois
$4.22M -$158K -1,326 -4%

IEI Hedge Fund Activity: Q1 2026 in Review

836 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q1 2026, worth a combined $15.9B — up 7.9% from $14.7B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of IEI and 84 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 349 added.

The largest buyer was Bank of America, adding an estimated $313M. The largest seller was Corient Private Wealth, cutting an estimated $58.9M.

  • 836 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q1 2026, down from 848 in Q4 2025.
  • Funds reported $15.9B of iShares 3-7 Year Treasury Bond ETF stock for Q1 2026, up 7.9% quarter-over-quarter.
  • 84 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q1 2026 and 86 closed out, a net change of -2 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q1 2026 was Bank of America, an estimated $313M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q1 2026 was Corient Private Wealth, an estimated $58.9M sold.

Based on aggregated 13F filings for Q1 2026.