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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
PDL
826
Portfolio Design Labs
California
-$10.9M -91,782 Closed
LHWM
827
Lake Hills Wealth Management
Texas
-$9.06M -76,419 Closed
G
828
GenTrust
Florida
-$6.18M -52,086 Closed
TH
829
Transmarket Holdings
Illinois
-$6.06M -51,067 Closed
EFH
830
Eaton Financial Holdings
Florida
-$3.11M -26,199 Closed
VPA
831
Vernal Point Advisors
California
-$2.49M -20,964 Closed
GEM
832
Global Endowment Management
North Carolina
-$2.37M -20,000 Closed
AWM
833
Apollon Wealth Management
South Carolina
-$2.28M -19,260 Closed
GSEP
834
Golden State Equity Partners
California
-$2.03M -17,109 Closed
EA
835
Enclave Advisors
Texas
-$1.34M -11,268 Closed
CA
836
Cannon Advisors
North Carolina
-$1.14M -9,623 Closed
CI
837
CPR Investments
Michigan
-$1.05M -8,843 Closed
PAYA
838
Phil A. Younker & Associates
Alaska
-$890K -7,500 Closed
IAA
839
Independent Advisor Alliance
North Carolina
-$871K -7,345 Closed
Squarepoint
840
Squarepoint
New York
-$843K -7,112 Closed
BNP Paribas Financial Markets
841
BNP Paribas Financial Markets
France
-$793K -6,684 Closed
VWM
842
Venturi Wealth Management
Texas
-$770K -6,493 Closed
XT
843
XTX Topco
Cayman Islands
-$737K -6,212 Closed
NWAG
844
Net Worth Advisory Group
Utah
-$546K -4,605 Closed
FT
845
Fiduciary Trust
Massachusetts
-$499K -4,205 Closed
PFG
846
Prosperity Financial Group
California
-$492K -4,147 Closed
TP
847
TritonPoint Partners
Maryland
-$480K -4,049 Closed
IMT
848
Investment Management Trust
Massachusetts
-$469K -3,954 Closed
EAP
849
Elevation Advisory Partners
Florida
-$467K -3,918 Closed
DCU
850
Dara Capital US
Florida
-$449K -3,785 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.