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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
CMP
751
Coston McIsaac & Partners
Maine
$17K -$18.4K -156 -50%
WA
752
WPG Advisers
Maryland
$16.7K
ANBT
753
American National Bank & Trust
Texas
$16.6K
DF
754
Dunhill Financial
United Kingdom
$16K -$26K -221 -62%
FNWA
755
Financial Network Wealth Advisors
Utah
$16K
WA
756
Walsh & Associates
Florida
$15.9K
CWM
757
Copia Wealth Management
Oregon
$15.6K
GFL
758
Granite FO LLC
New Hampshire
$15.6K
HFM
759
Hartford Financial Management
Connecticut
$15.5K +$15.5K +132 New
VCM
760
Versant Capital Management
Arizona
$15.4K -$2.11M -17,945 -99%
CWM
761
Cranbrook Wealth Management
Michigan
$15.3K
BF
762
Brooklyn FI
New York
$15.1K +$15.3K +130 New
NWS
763
Nvest Wealth Strategies
Ohio
$14.9K
CTC
764
Central Trust Company
Missouri
$14.9K +$15K +127 New
PPC
765
Park Place Capital
Alabama
$14.7K
RFS
766
Richardson Financial Services
Massachusetts
$13.9K
LC
767
Lavaca Capital
Texas
$13.4K +$13.4K +114 New
MHR
768
Matthew Hamilton Rosenberg
$12.7K
PWM
769
Provident Wealth Management
Tennessee
$11.7K +$11.8K +100 New
EWM
770
EPG Wealth Management
Georgia
$11.6K
GIL
771
Go Invest LLC
Utah
$11.3K +$118 +1 +1%
RIL
772
Rothschild Investment LLC
Illinois
$10.9K +$824 +7 +8%
SA
773
Strategic Advocates
Utah
$10.7K
MAFA
774
MJT & Associates Financial Advisory
Minnesota
$10.7K +$10.8K +92 New
BC
775
Barrett & Company
Rhode Island
$10.5K

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.