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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
PEWA
851
Pacific Excel Wealth Advisors
California
-$439K -3,699 Closed
FFS
852
Founders Financial Securities
Maryland
-$425K -3,584 Closed
SOS
853
Silver Oak Securities
Tennessee
-$388K -3,274 Closed
IMC Chicago
854
IMC Chicago
Illinois
-$360K -3,033 Closed
KWM
855
Keebeck Wealth Management
Illinois
-$350K -2,949 Closed
HF
856
HRT Financial
New York
-$321K -2,712 Closed
BC
857
BDFS Capital
Delaware
-$298K -2,515 Closed
RI
858
Ruggiero Investments
Florida
-$298K -2,511 Closed
RIA
859
Regal Investment Advisors
Michigan
-$275K -2,322 Closed
CA
860
Calton & Associates
Florida
-$268K -2,263 Closed
PBO
861
Peoples Bank (Ohio)
Ohio
-$258K -2,175 Closed
FIA
862
Foundations Investment Advisors
Arizona
-$251K -2,113 Closed
RFP
863
Root Financial Partners
California
-$250K -2,108 Closed
UI
864
Unconventional Investor
New Hampshire
-$228K -1,920 Closed
Qube Research & Technologies (QRT)
865
Qube Research & Technologies (QRT)
United Kingdom
-$227K -1,913 Closed
MCA
866
Magnolia Capital Advisors
Mississippi
-$222K -1,873 Closed
CAAM
867
Cornerstone Advisors Asset Management
Pennsylvania
-$219K -1,843 Closed
MSFS
868
Main Street Financial Solutions
Pennsylvania
-$217K -1,827 Closed
C
869
Certuity
Florida
-$216K -1,822 Closed
AllianceBernstein
870
AllianceBernstein
Tennessee
-$210K -1,762 Closed
SCI
871
Stableford Capital II
Arizona
-$209K -1,761 Closed
NCM
872
NCM Capital Management
New Jersey
-$209K -1,760 Closed
ACM
873
Advance Capital Management
Michigan
-$207K -1,748 Closed
KPWM
874
KDK Private Wealth Management
Texas
-$207K -1,742 Closed
PIA
875
Perennial Investment Advisors
California
-$206K -1,734 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.