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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
ACA
76
Anchor Capital Advisors
Massachusetts
$26.9M +$3.99M +33,462 +17%
HC
77
Hoese & Co
Minnesota
$26.8M +$538K +4,514 +2%
BCI
78
Brinker Capital Investments
Pennsylvania
$26.4M +$5.73M +48,003 +28%
US Bancorp
79
US Bancorp
Minnesota
$25M +$498K +4,173 +2%
SERBOO
80
School Employees Retirement Board of Ohio
Ohio
$25M
BFA
81
Blueprint Financial Advisors
North Carolina
$23.3M +$1.48M +12,401 +7%
DIP
82
DT Investment Partners
Pennsylvania
$23.3M +$775K +6,497 +3%
AWM
83
AE Wealth Management
Kansas
$22.9M +$733K +6,145 +3%
CA
84
CSM Advisors
Pennsylvania
$22.5M
MC
85
Mirabaud & Cie
Switzerland
$22.4M +$498K +4,173 +2%
JE
86
JMAC Enterprises
Pennsylvania
$22.1M +$481K +4,032 +2%
CH
87
CVS Health
Rhode Island
$21.7M +$21.8M +182,800 New
FAT
88
First American Trust
California
$21.4M +$1.14M +9,581 +6%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$21.2M +$1.93M +16,200 +10%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$20.4M +$9.6M +80,526 +87%
NA
91
NewEdge Advisors
Louisiana
$20.4M +$60.5K +507 +0.3%
NF
92
Napier Financial
Massachusetts
$20.1M -$107K -894 -0.5%
IFA
93
Independence Financial Advisors
New Hampshire
$19.4M +$452K +3,786 +2%
HTC
94
Haverford Trust Company
Pennsylvania
$19.3M +$1.15M +9,672 +6%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$18.2M -$10.7M -89,880 -33%
PA
96
PFG Advisors
Arizona
$17.6M +$11.6M +97,517 +193%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$17.3M +$649K +5,438 +4%
CCM
98
Canal Capital Management
Virginia
$17.2M +$792K +6,638 +5%
HighTower Advisors
99
HighTower Advisors
Illinois
$17.1M -$752K -6,304 -4%
CISOA
100
Capital Investment Services of America
Wisconsin
$17M -$448K -3,758 -3%

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.