We are live on ! Find out more
IEI icon

iShares 3-7 Year Treasury Bond ETF
IEI

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: 68 → 76 (+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: 848 → 836 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$313M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
3
Mariner
Mariner
Kansas
+$184M
4
JP Morgan Chase
JP Morgan Chase
New York
+$134M
5
UBS Group
UBS Group
Switzerland
+$85.1M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$58.9M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$55.7M
3
CF
Clarity Financial
Texas
-$52.2M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$43M
5
BlackRock
BlackRock
New York
-$32.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
826
Reicon Wealth Advisors
Georgia
$3.32K – – –
AFG
827
Albion Financial Group
Utah
$2.85K – – –
IWM
828
IMG Wealth Management
Florida
$2.2K +$119 +1 +6%
ST
829
Smithfield Trust
Pennsylvania
$2K – – –
GCM
830
Gunpowder Capital Management
Maryland
$1.78K – – –
DWP
831
Destiny Wealth Partners
Florida
$1.78K +$1.79K +15 New
IW
832
Imprint Wealth
South Carolina
$1.07K – – –
IF
833
Integrity Financial
Wyoming
$949 -$596 -5 -38%
SAS
834
Spurstone Advisory Services
Connecticut
$949 – – –
FGAM
835
Financial Gravity Asset Management
Texas
$830 – – –
HHCP
836
Hilton Head Capital Partners
South Carolina
$830 – – –
VR
837
Vision Retirement
New Jersey
$830 – – –
SS
838
Sunbelt Securities
Texas
$662 – – –
IBOK
839
Independence Bank of Kentucky
Kentucky
$356 – – –
DFA
840
DHJJ Financial Advisors
Illinois
$238 – – –
HIW
841
Holos Integrated Wealth
Pennsylvania
$118 +$119 +1 New
A
842
AlphaQuest
New York
– -$48.2M -403,902 Closed
HPC
843
HM Payson & Co
Maine
– -$11.7M -97,633 Closed
DAS
844
Diversify Advisory Services
Utah
– -$8.78M -73,707 Closed
CCM
845
Crabel Capital Management
California
– -$6.02M -50,420 Closed
PP
846
Prudential plc
United Kingdom
– -$5.44M -45,600 Closed
TIAA Trust, National Association
847
TIAA Trust, National Association
North Carolina
– -$4.61M -38,639 Closed
JWCA
848
J.W. Cole Advisors
Florida
– -$3.24M -38,085 Closed
RHP
849
Royal Harbor Partners
Texas
– -$4.41M -36,926 Closed
RCS
850
Retirement Capital Strategies
California
– -$4.23M -35,404 Closed
32 33
34
35 36

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.