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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
SERBOO
51
School Employees Retirement Board of Ohio
Ohio
$44.4M +$19.7M +167,350 +79%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$42.9M -$595K -5,051 -1%
WJA
53
Willis Johnson & Associates
Texas
$42.6M +$2.96M +25,116 +7%
CRC
54
Curi RMB Capital
Illinois
$40.7M -$7.8M -66,251 -16%
Osaic Holdings
55
Osaic Holdings
Arizona
$40M -$17.5M -148,993 -30%
OSAM
56
O'Shaughnessy Asset Management
Connecticut
$38.3M +$754K +6,408 +2%
Charles Schwab
57
Charles Schwab
California
$36.6M +$1.37M +11,639 +4%
NHFG
58
New Harbor Financial Group
Massachusetts
$34.6M +$2.67M +22,699 +8%
Allianz Asset Management
59
Allianz Asset Management
Germany
$34.3M
BS
60
Banco Santander
Spain
$32.6M +$619K +5,260 +2%
SCM
61
Sollinda Capital Management
Florida
$31.9M +$20.2M +171,841 +173%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$30.9M +$219K +1,857 +0.7%
SWP
63
Strategic Wealth Partners
Ohio
$30.5M +$2.1M +17,835 +7%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$30.4M +$10M +85,308 +49%
MW
65
MBL Wealth
North Carolina
$29.6M +$1.71M +14,554 +6%
ACA
66
Anchor Capital Advisors
Massachusetts
$29.6M +$2.97M +25,256 +11%
DIP
67
DT Investment Partners
Pennsylvania
$29.3M +$6.17M +52,426 +27%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$29.2M -$1.14M -9,667 -4%
3AM
69
3EDGE Asset Management
Florida
$28.7M +$28.8M +244,355 New
DI
70
DDFG Inc
California
$27.8M -$15.8M -134,545 -36%
WCM
71
Weaver Capital Management
Georgia
$27.4M
HC
72
Hoese & Co
Minnesota
$26.6M +$70.6K +600 +0.3%
BCI
73
Brinker Capital Investments
Pennsylvania
$25.6M -$478K -4,063 -2%
JE
74
JMAC Enterprises
Pennsylvania
$25.4M +$3.5M +29,740 +16%
MCM
75
MAI Capital Management
Ohio
$24.9M +$15.7M +133,291 +170%

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.