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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
BTI
701
Blue Trust Inc
Georgia
$180K -$10.1K -85 -5%
WB
702
Webster Bank
Connecticut
$178K +$102K +856 +132%
MBFW
703
Morton Brown Family Wealth
Pennsylvania
$174K
FFG
704
Forum Finance Group
$171K +$216K +1,809 New
YDMI
705
Y.D. More Investments
Israel
$167K -$49.4K -414 -23%
DJSG
706
D.J. St. Germain
Massachusetts
$163K -$45.1K -378 -22%
AA
707
Ancora Advisors
Ohio
$158K +$128K +1,069 +411%
Walleye Trading
708
Walleye Trading
New York
$151K -$341K -2,859 -69%
ATS
709
Ashton Thomas Securities
New York
$149K +$150K +1,256 New
CFD
710
Creative Financial Designs
Indiana
$149K -$51K -428 -25%
CB
711
CNB Bank
Pennsylvania
$132K
GIA
712
GHP Investment Advisors
Colorado
$124K
UBS AM
713
UBS AM
Illinois
$123K +$66K +553 +115%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$117K
WTC
715
WhitTier Trust Company
Nevada
$105K
EB
716
Eastern Bank
Massachusetts
$103K -$21.7K -182 -17%
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$101K
SWM
718
SHP Wealth Management
Massachusetts
$100K +$42.3K +355 +72%
1IA
719
1620 Investment Advisors
Massachusetts
$98.4K +$2.27K +19 +2%
SAM
720
Smartleaf Asset Management
Massachusetts
$96.6K -$42.9K -360 -31%
ECA
721
Elevated Capital Advisors
Utah
$94.6K -$796K -6,675 -89%
TF
722
Tompkins Financial
New York
$92K +$83.1K +697 +882%
IAIM
723
International Assets Investment Management
Florida
$92K -$21.8K -183 -19%
CBT
724
Crews Bank & Trust
Florida
$90.3K +$53K +444 +140%
CPG
725
Cornerstone Planning Group
New Jersey
$90K -$1.55K -13 -2%

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.