IEI icon

iShares 3-7 Year Treasury Bond ETF

824 hedge funds and large institutions have $15.8B invested in iShares 3-7 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 346 increasing their positions, 256 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

2% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 84

6% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $19.6M

2% less funds holding

Funds holding: 844824 (-20)

Holders
824
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.5M
Puts
$19.6M
Net Calls
Net Calls Change

Top Buyers

1 +$313M
2 +$271M
3 +$184M
4
JP Morgan Chase
JP Morgan Chase
New York
+$134M
5
UBS Group
UBS Group
Switzerland
+$85.1M

Top Sellers

1 -$58.9M
2 -$55.7M
3 -$52.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$43M
5
BlackRock
BlackRock
New York
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$140M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$132M
DWM
28
Dynasty Wealth Management
Florida
$129M
AAG
29
Armstrong Advisory Group
Massachusetts
$129M
FWI
30
Facet Wealth Inc
Maryland
$125M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$114M
CF
32
Clarity Financial
Texas
$109M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$106M
ECM
34
Evergreen Capital Management
Washington
$88.6M
CFIA
35
Cantor Fitzgerald Investment Advisors
New York
$85.4M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$80.1M
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$76.3M
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$75.8M
SFG
39
SNS Financial Group
Minnesota
$73M
BBVA
40
Banco Bilbao Vizcaya Argentaria
Spain
$62.5M
Osaic Holdings
41
Osaic Holdings
Arizona
$58.1M
SWP
42
Sagespring Wealth Partners
Tennessee
$57.8M
Victory Capital Management
43
Victory Capital Management
Texas
$56.7M
OCA
44
OpenArc Corporate Advisory
Georgia
$56.4M
WA
45
Waverly Advisors
Alabama
$54M
Goldman Sachs
46
Goldman Sachs
New York
$53.6M
Bank of New York Mellon
47
Bank of New York Mellon
New York
$53.1M
CRC
48
Curi RMB Capital
Illinois
$48.9M
TPCW
49
TD Private Client Wealth
New York
$48.7M
UOIF
50
University of Illinois Foundation
Illinois
$48.7M