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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
DF
801
Downshift Financial
Colorado
$2.82K +$2.83K +24 New
IWM
802
IMG Wealth Management
Florida
$2.2K
ST
803
Smithfield Trust
Pennsylvania
$2K
GCM
804
Gunpowder Capital Management
Maryland
$1.76K
SFC
805
SYM Financial Corp
Indiana
$1.53K +$1.53K +13 New
KCM
806
Key Capital Management
Tennessee
$1.18K +$1.18K +10 New
IW
807
Imprint Wealth
South Carolina
$1.06K
MCA
808
McGuire Capital Advisors
Oklahoma
$940 -$10K -85 -91%
IF
809
Integrity Financial
Wyoming
$940
SAS
810
Spurstone Advisory Services
Connecticut
$936
VR
811
Vision Retirement
New Jersey
$822
IBOK
812
Independence Bank of Kentucky
Kentucky
$352
CT
813
Clearstead Trust
Maine
$235 -$82.3K -699 -100%
LAS
814
Lloyd Advisory Services
Georgia
$235 -$25.4K -216 -99%
DFA
815
DHJJ Financial Advisors
Illinois
$235
BCV
816
Banque Cantonale Vaudoise
Switzerland
$202 -$19.1K -162 -9%
Russell Investments Group
817
Russell Investments Group
United Kingdom
$1
SFG
818
SNS Financial Group
Minnesota
-$73M -615,718 Closed
UOIF
819
University of Illinois Foundation
Illinois
-$48.7M -410,500 Closed
PC
820
Permanens Capital
New York
-$30.6M -257,944 Closed
Citadel Advisors
821
Citadel Advisors
Florida
-$30.2M -256,392 Closed
CA
822
CSM Advisors
Pennsylvania
-$22.5M -189,900 Closed
CIM
823
Confluence Investment Management
Missouri
-$14.9M -125,466 Closed
Millennium Management
824
Millennium Management
New York
-$14.1M -118,871 Closed
AI
825
Arvest Investments
Arkansas
-$11.2M -94,147 Closed

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.