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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
Creative Planning
26
Creative Planning
Kansas
$140M -$8.32M -69,734 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$132M +$611K +5,121 +0.5%
DWM
28
Dynasty Wealth Management
Florida
$129M -$10.2M -85,457 -7%
AAG
29
Armstrong Advisory Group
Massachusetts
$129M +$11.5M +96,090 +10%
FWI
30
Facet Wealth Inc
Maryland
$125M +$9.94M +83,363 +9%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$114M +$2.91M +24,436 +3%
CF
32
Clarity Financial
Texas
$109M -$52.2M -437,743 -32%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$106M +$11.5M +96,515 +12%
ECM
34
Evergreen Capital Management
Washington
$88.6M -$190K -1,591 -0.2%
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$85.4M +$32.5M +272,675 +61%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$80.1M -$3.92M -32,878 -5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$76.3M -$93.8K -786 -0.1%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$75.8M +$2.93M +24,547 +4%
SFG
39
SNS Financial Group
Minnesota
$73M +$2.15M +17,994 +3%
BBVA
40
Banco Bilbao Vizcaya Argentaria
Spain
$62.5M +$5.88M +49,286 +10%
Osaic Holdings
41
Osaic Holdings
Arizona
$58.1M +$23M +193,103 +65%
SWP
42
Sagespring Wealth Partners
Tennessee
$57.8M +$2.23M +18,689 +4%
Victory Capital Management
43
Victory Capital Management
Texas
$56.7M +$1.72M +14,406 +3%
OCA
44
OpenArc Corporate Advisory
Georgia
$56.4M -$10.3M -86,668 -15%
WA
45
Waverly Advisors
Alabama
$54M -$1.33M -11,111 -2%
Goldman Sachs
46
Goldman Sachs
New York
$53.6M +$28.8M +241,255 +115%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$53.1M +$4.17M +34,954 +8%
CRC
48
Curi RMB Capital
Illinois
$48.9M +$1.53M +12,843 +3%
TPCW
49
TD Private Client Wealth
New York
$48.7M -$359K -3,008 -0.7%
UOIF
50
University of Illinois Foundation
Illinois
$48.7M +$49M +410,500 New

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.