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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
KeyBank National Association
51
KeyBank National Association
Ohio
$48.3M +$1.26M +10,552 +3%
Franklin Resources
52
Franklin Resources
California
$48M +$5.32M +44,642 +12%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$46.3M +$16.4M +137,253 +54%
DI
54
DDFG Inc
California
$44M +$1.65M +13,806 +4%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$43.9M
OIA
56
OneDigital Investment Advisors
Kansas
$42.4M +$8.42M +70,593 +25%
BIP
57
Blueprint Investment Partners
North Carolina
$41.4M -$9.76M -81,810 -19%
BEI
58
Benjamin Edwards Inc
Missouri
$40.5M +$1.54M +12,951 +4%
WJA
59
Willis Johnson & Associates
Texas
$40M +$3.94M +33,070 +11%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$37.9M +$4.12M +34,564 +12%
SVCP
61
Silicon Valley Capital Partners
California
$37.4M -$1.44M -12,068 -4%
Charles Schwab
62
Charles Schwab
California
$35.6M +$1.89M +15,876 +6%
SIA
63
SkyView Investment Advisors
New Jersey
$35.4M +$754K +6,318 +2%
Allianz Asset Management
64
Allianz Asset Management
Germany
$34.3M +$5.26M +44,100 +18%
CWM
65
Cabot Wealth Management
Massachusetts
$33.1M +$954K +7,995 +3%
BS
66
Banco Santander
Spain
$32.3M +$68.7K +576 +0.2%
NHFG
67
New Harbor Financial Group
Massachusetts
$32.3M +$2.34M +19,655 +8%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$31M -$1.98M -16,625 -6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$30.6M +$5.38M +45,123 +21%
PC
70
Permanens Capital
New York
$30.6M +$28.8M +241,436 +1,463%
Citadel Advisors
71
Citadel Advisors
Florida
$30.4M +$30.6M +256,392 New
SWP
72
Strategic Wealth Partners
Ohio
$28.7M +$1.34M +11,224 +5%
MW
73
MBL Wealth
North Carolina
$28.2M +$1.97M +16,545 +7%
WCM
74
Weaver Capital Management
Georgia
$27.4M +$27.6M +231,359 New
HFS
75
Hantz Financial Services
Michigan
$27M +$9.56M +80,172 +55%

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.