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iShares 3-7 Year Treasury Bond ETF

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: 6876 (+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: 848836 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
901
SageView Advisory Group
California
-$84.5K -708 Closed
OC
902
Optima Capital
Oregon
-$72.7K -609 Closed
MCM
903
MidAtlantic Capital Management
Virginia
-$52.6K -441 Closed
TH
904
TCTC Holdings
Texas
-$51.2K -429 Closed
CWM
905
Cedar Wealth Management
California
-$51K -427 Closed
CI
906
CX Institutional
Indiana
-$39K -324 Closed
AF
907
Advisornet Financial
Minnesota
-$36.3K -304 Closed
DWA
908
Delos Wealth Advisors
Texas
-$33.8K -283 Closed
AW
909
Ankerstar Wealth
Texas
-$30.1K -252 Closed
CIA
910
Cape Investment Advisory
Georgia
-$29.1K -244 Closed
KCM
911
Key Capital Management
Tennessee
-$28.3K -237 Closed
W
912
WealthCollab
Washington
-$19.5K -163 Closed
BBHC
913
Brown Brothers Harriman & Co
New York
-$15.5K -130 Closed
RFG
914
REAP Financial Group
Texas
-$12.4K -104 Closed
MAM
915
Morse Asset Management
Connecticut
-$10.1K -85 Closed
WIM
916
Westside Investment Management
California
-$10.1K -85 Closed
RG
917
RHL Group
Michigan
-$9.19K -77 Closed
BONH
918
Bank of New Hampshire
New Hampshire
-$5.37K -45 Closed
MSWM
919
Mowery & Schoenfeld Wealth Management
Illinois
-$5.13K -43 Closed
OL
920
one8zero8 LLC
North Carolina
-$3.34K -28 Closed
VanEck Associates
921
VanEck Associates
New York
-$3K -28 Closed
TC
922
Truvestments Capital
Florida
-$1.79K -15 Closed
KFI
923
Key Financial Inc
Pennsylvania
-$358 -3 Closed
FWP
924
FAS Wealth Partners
Kansas
-$246 -2 Closed

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.