We are live on ! Find out more
IEI icon

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
AWA
301
Arete Wealth Advisors
Illinois
$2.7M +$159K +1,335 +6%
CTA
302
Chesley Taft & Associates
Illinois
$2.7M +$39.2K +329 +1%
BB
303
Berkshire Bank
Massachusetts
$2.69M -$2.05M -17,214 -43%
MWM
304
Maltin Wealth Management
New Jersey
$2.68M -$407K -3,416 -13%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$2.66M -$608K -5,094 -19%
TSS
306
Two Sigma Securities
New York
$2.65M +$2.25M +18,905 +547%
OGC
307
Oak Grove Capital
New Hampshire
$2.64M -$179K -1,500 -6%
EH
308
Equitable Holdings
New York
$2.63M +$757K +6,345 +40%
SP
309
Sequent Planning
Nebraska
$2.61M +$95.7K +802 +4%
PWM
310
Perigon Wealth Management
California
$2.6M -$82.2K -689 -3%
RCG
311
Regatta Capital Group
California
$2.58M +$231K +1,940 +10%
BP
312
BNP Paribas
France
$2.56M +$274K +2,301 +12%
RVM
313
Robinson Value Management
Texas
$2.54M -$85.9K -720 -3%
KFAA
314
Klaas Financial Asset Advisors
Illinois
$2.53M -$27.7M -232,088 -92%
TCIIS
315
TIAA-CREF Individual & Institutional Services
New York
$2.49M +$2.51M +21,006 New
WIA
316
World Investment Advisors
California
$2.49M +$349K +2,930 +16%
VPA
317
Vernal Point Advisors
California
$2.49M +$30.3K +254 +1%
Betterment LLC
318
Betterment LLC
New York
$2.44M +$177K +1,485 +8%
CIAS
319
Capital Investment Advisory Services
North Carolina
$2.41M -$80.4K -674 -3%
VW
320
Veridan Wealth
Oregon
$2.41M +$108K +906 +5%
ES
321
Eagle Strategies
New York
$2.41M +$608K +5,101 +34%
DWA
322
Delap Wealth Advisory
Oregon
$2.38M
GEM
323
Global Endowment Management
North Carolina
$2.37M
SEIA
324
Signature Estate & Investment Advisors
California
$2.37M -$77.4K -649 -3%
JCM
325
Jacobi Capital Management
Pennsylvania
$2.31M +$66.6K +558 +3%

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.