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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
JHCP
801
Jackson Hole Capital Partners
Oklahoma
$12.1K
EWM
802
EPG Wealth Management
Georgia
$11.7K
RIA
803
Realta Investment Advisors
Delaware
$11.4K
GIL
804
Go Invest LLC
Utah
$11.3K +$119 +1 +1%
MCA
805
McGuire Capital Advisors
Oklahoma
$11K +$10.1K +85 +1,063%
SA
806
Strategic Advocates
Utah
$10.8K
CT
807
Caldwell Trust
Florida
$10.7K
BC
808
Barrett & Company
Rhode Island
$10.6K
MWA
809
Medallion Wealth Advisors
Connecticut
$10.4K
HC
810
Hara Capital
Washington
$10.2K
RIL
811
Rothschild Investment LLC
Illinois
$10K +$119 +1 +1%
FFA
812
Founders Financial Alliance
North Carolina
$9.61K
WCM
813
Winthrop Capital Management
Indiana
$9K
OC
814
Oakworth Capital
Alabama
$8.06K
FDCP
815
Foster Dykema Cabot & Partners
Massachusetts
$6.76K
SIM
816
Synergy Investment Management
Florida
$6.64K +$6.68K +56 New
GI
817
GAMMA Investing
California
$6.52K
Vanguard National Trust
818
Vanguard National Trust
Pennsylvania
$6.52K +$6.56K +55 New
FWA
819
Flagship Wealth Advisors
Massachusetts
$5.48K +$5.49K +46 New
AIM
820
Anchor Investment Management
South Carolina
$4.63K +$4.65K +39 New
PB
821
Prosperity Bancshares
Texas
$4.15K
AIC
822
Archer Investment Corporation
Indiana
$4.08K
TSMHT
823
Thurston Springer Miller Herd & Titak
Indiana
$3.79K
CAN
824
Capital Advisor Network
Indiana
$3.68K +$3.7K +31 New
Q1WB
825
Quest 10 Wealth Builders
Virginia
$3.44K

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.