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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
SWM
251
Shelton Wealth Management
Texas
$4.14M -$72K -604 -2%
UW
252
Unique Wealth
Florida
$4.03M -$292K -2,449 -7%
IA
253
IFP Advisors
Florida
$4.03M +$960K +8,047 +31%
SWA
254
Stratos Wealth Advisors
Ohio
$4.01M +$180K +1,507 +5%
OCG
255
Opus Capital Group
Ohio
$4M -$168K -1,405 -4%
AFG
256
Atomi Financial Group
New York
$4M -$160K -1,345 -4%
EI
257
EFG International
$3.92M +$852K +7,144 +28%
NCG
258
Newport Capital Group
New Jersey
$3.85M -$126K -1,055 -3%
AIM
259
Acropolis Investment Management
Missouri
$3.85M +$20.5K +172 +0.5%
IA
260
IF Advisors
Texas
$3.8M +$232K +1,942 +6%
ASN
261
Advisory Services Network
Georgia
$3.79M -$1.28M -10,733 -25%
VCM
262
Vision Capital Management
Oregon
$3.73M +$200K +1,678 +6%
LAMC
263
Longview Asset Management (California)
California
$3.72M -$5.13K -43 -0.1%
PPF
264
Pacific Park Financial
California
$3.72M +$1.96M +16,430 +110%
PAG
265
Private Advisory Group
Washington
$3.66M +$3.68M +30,843 New
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$3.54M +$90.2K +756 +3%
WHCFA
267
William Howard & Co Financial Advisors
Tennessee
$3.46M +$954 +8 +0%
GWP
268
Gateway Wealth Partners
Wisconsin
$3.41M +$3.16M +26,456 +1,159%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$3.34M -$6.28M -52,626 -65%
ES
270
ETF Store
Kansas
$3.3M +$106K +891 +3%
CH
271
CDKV Holdings
Colorado
$3.28M -$326K -2,736 -9%
TFCP
272
Twin Focus Capital Partners
Massachusetts
$3.26M +$1.85M +15,525 +130%
CWA
273
Centennial Wealth Advisory
Michigan
$3.26M +$103K +863 +3%
SAI
274
Savvy Advisors Inc
New York
$3.25M +$67.2K +563 +2%
WF
275
Warner Financial
Maryland
$3.25M +$1.08M +9,051 +49%

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.