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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
Walleye Trading
876
Walleye Trading
New York
-$151K -1,277 Closed
ATS
877
Ashton Thomas Securities
New York
-$149K -1,256 Closed
LWMI
878
Legacy Wealth Management (Idaho)
Idaho
-$82.8K -698 Closed
RWM
879
RMG Wealth Management
Wisconsin
-$76.2K -647 Closed
PWMG
880
Prestige Wealth Management Group
New Jersey
-$74.1K -625 Closed
SIS
881
Sound Income Strategies
Florida
-$72.1K -610 Closed
TFA
882
Transamerica Financial Advisors
Florida
-$69.7K -587 Closed
LFA
883
Longview Financial Advisors
Alabama
-$63.5K -535 Closed
TPWA
884
Twin Peaks Wealth Advisors
California
-$53.5K -451 Closed
GWS
885
Greykasell Wealth Strategies
California
-$44.9K -379 Closed
SIC
886
SJS Investment Consulting
Ohio
-$29.6K -250 Closed
FM
887
Family Management
New York
-$26.8K -226 Closed
KFG
888
Kingdom Financial Group
Arizona
-$25.8K -218 Closed
CSWG
889
Cardinal Strategic Wealth Guidance
Kentucky
-$25.4K -214 Closed
PIS
890
POM Investment Strategies
North Carolina
-$24.4K -206 Closed
TFG
891
Team Financial Group
California
-$15K -127 Closed
RIA
892
Realta Investment Advisors
Delaware
-$11.4K -96 Closed
HC
893
Hara Capital
Washington
-$10.2K -86 Closed
OC
894
Oakworth Capital
Alabama
-$8.06K -68 Closed
FWA
895
Flagship Wealth Advisors
Massachusetts
-$5.48K -46 Closed
DWP
896
Destiny Wealth Partners
Florida
-$1.78K -15 Closed
HHCP
897
Hilton Head Capital Partners
South Carolina
-$830 -7 Closed
HIW
898
Holos Integrated Wealth
Pennsylvania
-$118 -1 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.