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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
BWM
326
Braeburn Wealth Management
Michigan
$2.31M +$456K +3,821 +24%
ACM
327
AUA Capital Management
Pennsylvania
$2.3M +$432K +3,621 +23%
SIA
328
Strategic Investment Advisors
Michigan
$2.3M +$296K +2,482 +15%
AWM
329
Apollon Wealth Management
South Carolina
$2.28M +$1.62M +13,576 +239%
PNFS
330
PW Nova Financial Services
Pennsylvania
$2.28M -$1.91M -16,051 Closed
CI
331
Conning Inc
Connecticut
$2.28M
RCA
332
Resonant Capital Advisors
Wisconsin
$2.16M
CAM
333
Cresset Asset Management
Illinois
$2.15M +$179K +1,499 +9%
VCM
334
Versant Capital Management
Arizona
$2.14M +$2.14M +17,945 +13,698%
MCC
335
Money Concepts Capital
Florida
$2.14M +$309K +2,594 +17%
OAM
336
Oppenheimer Asset Management
New York
$2.14M +$4.53K +38 +0.2%
TIA
337
Traphagen Investment Advisors
New Jersey
$2.13M -$247K -2,068 -10%
RFC
338
Regions Financial Corp
Alabama
$2.09M -$121K -1,017 -5%
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$110K -926 -5%
MWM
340
Moulton Wealth Management
Washington
$2.06M +$2.07M +17,392 New
CSP
341
Cary Street Partners
Virginia
$2.05M -$76.1K -638 -4%
MWA
342
MFA Wealth Advisors
Pennsylvania
$2.04M +$83.1K +697 +4%
BCA
343
Bay Colony Advisors
Massachusetts
$2.03M +$198K +1,662 +11%
GSEP
344
Golden State Equity Partners
California
$2.03M +$482K +4,038 +31%
BPW
345
Bingham Private Wealth
California
$2.02M +$184K +1,546 +10%
TCM
346
Twele Capital Management
Minnesota
$1.99M +$4.41K +37 +0.2%
HAG
347
HighPoint Advisor Group
Illinois
$1.99M +$1.12M +9,391 +127%
PA
348
PW Advisors
Florida
$1.99M +$2M +16,744 New
VCA
349
Verdence Capital Advisors
Maryland
$1.98M -$249K -2,091 -11%
BAM
350
Belleair Asset Management
Florida
$1.93M -$42.8K -359 -2%

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.