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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
RWM
351
RKL Wealth Management
Pennsylvania
$1.9M -$131K -1,096 -6%
BCG
352
BayBridge Capital Group
California
$1.89M
ACA
353
Aptus Capital Advisors
Alabama
$1.89M +$428K +3,592 +29%
RFM
354
Royal Fund Management
Florida
$1.85M +$110K +925 +6%
TDB
355
Thompson David Blair
$1.84M -$1.16M -9,713 -38%
SWM
356
Spire Wealth Management
Virginia
$1.8M -$21.1K -177 -1%
SFG
357
SevenBridge Financial Group
Pennsylvania
$1.79M -$24.7K -207 -1%
SFS
358
Sowell Financial Services
Arkansas
$1.79M -$17.4K -146 -1%
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$1.79M -$132K -1,104 -7%
VFA
360
Voya Financial Advisors
Connecticut
$1.77M +$211K +1,772 +13%
LFAS
361
Level Four Advisory Services
Texas
$1.77M +$792K +6,643 +80%
BHB
362
Bank Hapoalim BM
Israel
$1.73M
BLFG
363
Brian Low Financial Group
Louisiana
$1.73M +$3.58K +30 +0.2%
AF
364
Allworth Financial
California
$1.71M -$138K -1,154 -7%
Simplex Trading
365
Simplex Trading
Illinois
$1.7M +$770K +6,455 +82%
MWM
366
Maridea Wealth Management
New York
$1.67M +$424K +3,556 +34%
CB
367
Commerce Bank
Missouri
$1.65M +$118K +990 +8%
AP
368
Atwood & Palmer
Missouri
$1.65M -$300K -2,519 -15%
SWP
369
Stratos Wealth Partners
Ohio
$1.64M -$43.1K -361 -3%
EGA
370
E&G Advisors
Texas
$1.59M
GCM
371
Generation Capital Management
New York
$1.59M -$30.2K -253 -2%
BHBT
372
Burke & Herbert Bank & Trust
Virginia
$1.59M -$37.6K -315 -2%
OAJ
373
Ogorek Anthony Joseph
New York
$1.58M +$360K +3,019 +29%
FGWP
374
Founders Grove Wealth Partners
Virginia
$1.58M +$32.6K +273 +2%
APW
375
Alliance Private Wealth
Massachusetts
$1.57M

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.