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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
WP
751
WealthShield Partners
North Carolina
$42.7K
DF
752
Dunhill Financial
United Kingdom
$42.4K +$42.6K +357 New
CTWM
753
Cherry Tree Wealth Management
Minnesota
$40.7K
AIP
754
Ameritas Investment Partners
Nebraska
$36.8K
SWIM
755
Smallwood Wealth Investment Management
New Jersey
$36.4K
CMP
756
Coston McIsaac & Partners
Maine
$36K
FDW
757
Fourth Dimension Wealth
Ohio
$35.9K
TWIM
758
TIAA Wealth Investment Management
New York
$32.3K +$32.6K +273 New
AAP
759
Arax Advisory Partners
Colorado
$32.3K +$12.8K +107 +65%
AC
760
AlphaCore Capital
California
$32.3K
AUB
761
Atlantic Union Bankshares
Virginia
$30.8K
SIC
762
SJS Investment Consulting
Ohio
$29.6K
Vanguard Advisers Inc
763
Vanguard Advisers Inc
Pennsylvania
$29.6K +$29.8K +250 New
HI
764
Horizon Investments
North Carolina
$28.3K +$18K +151 +170%
ADL
765
Asset Dedication LLC
California
$28.2K
KWM
766
Kiker Wealth Management
Georgia
$27.5K +$27.7K +232 New
FM
767
Family Management
New York
$26.8K
BWL
768
Bogart Wealth LLC
Virginia
$26.7K
KFG
769
Kingdom Financial Group
Arizona
$25.8K +$239 +2 +0.9%
LAS
770
Lloyd Advisory Services
Georgia
$25.8K +$25.8K +216 +10,800%
CSWG
771
Cardinal Strategic Wealth Guidance
Kentucky
$25.4K +$25.5K +214 New
HR
772
Howe & Rusling
New York
$25K +$13.2K +111 +111%
AW
773
Avion Wealth
Texas
$25K
CTB
774
Country Trust Bank
Illinois
$24.8K
PA
775
Parallel Advisors
California
$24.4K +$239 +2 +1%

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.