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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
MSFS
676
Main Street Financial Solutions
Pennsylvania
$217K -$167K -1,399 -43%
BRWA
677
B. Riley Wealth Advisors
Florida
$217K -$5.49K -46 -2%
C
678
Certuity
Florida
$216K +$217K +1,822 New
SYBT
679
Stock Yards Bank & Trust
Kentucky
$215K -$128K -1,075 -37%
AllianceBernstein
680
AllianceBernstein
Tennessee
$210K +$210K +1,762 New
VAG
681
VisionPoint Advisory Group
Texas
$209K +$211K +1,765 New
SCI
682
Stableford Capital II
Arizona
$209K +$4.65K +39 +2%
EWM
683
Evercore Wealth Management
New York
$209K
NCM
684
NCM Capital Management
New Jersey
$209K +$210K +1,760 New
ACM
685
Advance Capital Management
Michigan
$207K -$87.8K -736 -30%
KPWM
686
KDK Private Wealth Management
Texas
$207K
PIA
687
Perennial Investment Advisors
California
$206K +$6.2K +52 +3%
CAL
688
Capital Analysts LLC
Pennsylvania
$204K +$52.1K +437 +34%
HIP
689
HUB Investment Partners
Texas
$204K +$205K +1,719 New
AMBIA
690
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$119 +1 +0.1%
DWM
691
Dakota Wealth Management
Florida
$204K -$285K -2,389 -58%
JAM
692
JCIC Asset Management
Ontario, Canada
$203K
SP
693
Successful Portfolios
Florida
$203K
HCP
694
Hardin Capital Partners
South Carolina
$203K
GWM
695
Geneos Wealth Management
Colorado
$198K -$3.17M -26,554 -94%
DWM
696
Darwin Wealth Management
Florida
$191K -$5.37M -45,021 -97%
EPAM
697
Evelyn Partners Asset Management
$191K
WWM
698
Wolff Wiese Magana
California
$187K
CFB
699
Cullen/Frost Bankers
Texas
$186K +$45.3K +380 +32%
IRC
700
Investors Research Corp
Georgia
$186K -$26.5K -222 -12%

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.