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iShares 3-7 Year Treasury Bond ETF

815 hedge funds and large institutions have $15.3B invested in iShares 3-7 Year Treasury Bond ETF in 2026 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 306 increasing their positions, 308 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.04M

0.24% less ownership

Funds ownership: 83.76%83.52% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 308

3% less capital invested

Capital invested by funds: $15.9B → $15.3B (-$546M)

9% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 81

3% less funds holding

Funds holding: 836815 (-21)

24% less funds holding in top 10

Funds holding in top 10: 7658 (-18)

Holders
815
Holders Change
-21
Holders Change %
-2.51%
% of All Funds
9.86%
Holding in Top 10
58
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-23.68%
% of All Funds
0.7%
New
74
Increased
306
Reduced
308
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.47M
Net Calls Change
+$9.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$135M -$3.41M -28,969 -2%
WA
27
WestEnd Advisors
North Carolina
$129M -$12.5M -105,888 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$122M -$8.42M -71,532 -6%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$108M -$4.89M -41,515 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$104M -$1.34M -11,349 -1%
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$89.4M +$4.82M +40,936 +6%
ECM
32
Evergreen Capital Management
Washington
$85.8M -$1.95M -16,564 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$79.2M -$122K -1,039 -0.2%
SPIA
34
Strategic Point Investment Advisors
Rhode Island
$78.4M +$3.27M +27,780 +4%
BBVA
35
Banco Bilbao Vizcaya Argentaria
Spain
$78.3M +$16.2M +137,411 +26%
WL
36
WIT LLC
District of Columbia
$77.6M -$189M -1,602,848 -71%
AAG
37
Armstrong Advisory Group
Massachusetts
$77.2M -$50.3M -427,059 -39%
Citigroup
38
Citigroup
New York
$76.4M +$71.4M +606,828 +1,388%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$74.5M -$1.03M -8,756 -1%
OCA
40
OpenArc Corporate Advisory
Georgia
$67.6M +$11.7M +99,733 +21%
SWP
41
Sagespring Wealth Partners
Tennessee
$63.1M +$5.84M +49,602 +10%
CF
42
Clarity Financial
Texas
$63M -$45.2M -384,064 -42%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$56.9M +$4.28M +36,319 +8%
WA
44
Waverly Advisors
Alabama
$55M +$1.57M +13,312 +3%
Victory Capital Management
45
Victory Capital Management
Texas
$52M -$4.24M -35,970 -8%
OIA
46
OneDigital Investment Advisors
Kansas
$51.3M +$9.37M +79,626 +22%
Franklin Resources
47
Franklin Resources
California
$50M +$2.46M +20,883 +5%
KeyBank National Association
48
KeyBank National Association
Ohio
$48.4M +$528K +4,488 +1%
TPCW
49
TD Private Client Wealth
New York
$46.3M -$1.91M -16,218 -4%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$45.4M -$500K -4,244 -1%

IEI Hedge Fund Activity: Q2 2026 in Review

815 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares 3-7 Year Treasury Bond ETF (IEI) for Q2 2026, worth a combined $15.3B — down 3.4% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of IEI and 74 opened new positions — a net loss of 7 holders — while 308 trimmed existing stakes and 306 added.

The largest buyer was Roehl & Yi Investment Advisors, opening a new position worth an estimated $111M. The largest seller was WIT LLC, cutting an estimated $189M.

  • 815 institutional investors held iShares 3-7 Year Treasury Bond ETF (IEI) as of Q2 2026, down from 836 in Q1 2026.
  • Funds reported $15.3B of iShares 3-7 Year Treasury Bond ETF stock for Q2 2026, down 3.4% quarter-over-quarter.
  • 74 funds opened new iShares 3-7 Year Treasury Bond ETF positions in Q2 2026 and 81 closed out, a net change of -7 holders.
  • The largest iShares 3-7 Year Treasury Bond ETF buyer in Q2 2026 was Roehl & Yi Investment Advisors, an estimated $111M added.
  • The largest iShares 3-7 Year Treasury Bond ETF seller in Q2 2026 was WIT LLC, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2026.