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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
US Bancorp
76
US Bancorp
Minnesota
$24M -$813K -6,908 -3%
BIP
77
Blueprint Investment Partners
North Carolina
$23.9M -$17.1M -145,540 -42%
FAT
78
First American Trust
California
$22.8M +$1.57M +13,366 +7%
FTUS
79
Flow Traders U.S.
New York
$22.6M +$11.7M +99,295 +107%
MC
80
Mirabaud & Cie
Switzerland
$22.1M -$22.8K -194 -0.1%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$21.8M +$4.06M +34,443 +19%
AWM
82
AE Wealth Management
Kansas
$21.6M -$1.07M -9,050 -5%
CH
83
CVS Health
Rhode Island
$21.5M
HFS
84
Hantz Financial Services
Michigan
$21.3M -$5.37M -45,622 -20%
IFA
85
Independence Financial Advisors
New Hampshire
$20.7M +$1.48M +12,552 +8%
NF
86
Napier Financial
Massachusetts
$20.3M +$446K +3,791 +2%
AWM
87
Axxcess Wealth Management
California
$19.7M +$15.4M +130,509 +348%
HTC
88
Haverford Trust Company
Pennsylvania
$19.4M +$335K +2,845 +2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$18.7M +$14.2M +120,329 +311%
NA
90
NewEdge Advisors
Louisiana
$18.6M -$1.65M -14,031 -8%
CIA
91
Concurrent Investment Advisors
Florida
$18.4M +$6.8M +57,797 +58%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$18.2M +$1.08M +9,202 +6%
CCM
93
Canal Capital Management
Virginia
$17.8M +$739K +6,275 +4%
EPP
94
ETF Portfolio Partners
Kansas
$17.6M +$1.47M +12,451 +9%
FF
95
Foronjy Financial
California
$17M +$864K +7,337 +5%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$16.9M +$1.43M +12,183 +9%
BFA
97
Blueprint Financial Advisors
North Carolina
$16.8M -$6.34M -53,847 -27%
VRM
98
Vectors Research Management
New York
$16.5M +$1.29K +11 +0%
GTAM
99
Global Trust Asset Management
Florida
$16.4M +$5.08M +43,188 +45%
CISOA
100
Capital Investment Services of America
Wisconsin
$16.2M -$673K -5,714 -4%

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.