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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
W
651
Wealthquest
Ohio
$253K
PPW
652
Pasadena Private Wealth
California
$252K -$215K -1,805 -46%
AWM
653
Accurate Wealth Management
Florida
$252K +$3.58K +30 +1%
FIA
654
Foundations Investment Advisors
Arizona
$251K +$47K +394 +23%
RFP
655
Root Financial Partners
California
$250K -$2.62K -22 -1%
MPCL
656
My Personal CFO LLC
Washington
$249K
BPA
657
Beacon Pointe Advisors
California
$244K +$245K +2,055 New
FFM
658
Flagstone Financial Management
Nebraska
$242K
TFA
659
Tobias Financial Advisors
Florida
$242K
KCA
660
Kastel Capital Advisors
Massachusetts
$240K
KWMG
661
King Wealth Management Group
Florida
$238K -$4.05K -34 -2%
GC
662
Guidance Capital
Kentucky
$238K +$716 +6 +0.3%
FPWM
663
Five Pine Wealth Management
Idaho
$237K +$239K +2,000 New
AF
664
ASL Financial
California
$236K
UAG
665
United Advisor Group
Ohio
$233K +$234K +1,965 New
VA
666
VestGen Advisors
Illinois
$233K +$236K +1,980 New
FA
667
Flagstar Advisors
New York
$232K +$954 +8 +0.4%
DWM
668
Dopkins Wealth Management
New York
$230K
BFWM
669
Bright Futures Wealth Management
New York
$228K -$2.62M -22,004 -92%
UI
670
Unconventional Investor
New Hampshire
$228K +$239 +2 +0.1%
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$227K -$637K -5,343 -74%
SFG
672
Sather Financial Group
Texas
$225K -$34.6K -290 -13%
BCV
673
Banque Cantonale Vaudoise
Switzerland
$223K +$104K +872 +87%
MCA
674
Magnolia Capital Advisors
Mississippi
$222K +$223K +1,873 New
CAAM
675
Cornerstone Advisors Asset Management
Pennsylvania
$219K +$9.54K +80 +5%

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.