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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
VRM
101
Vectors Research Management
New York
$16.7M -$2.36M -19,746 -12%
EPP
102
ETF Portfolio Partners
Kansas
$16.3M +$375K +3,143 +2%
FF
103
Foronjy Financial
California
$16.3M +$295K +2,475 +2%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$15.7M +$788K +6,605 +5%
CFG
105
Citizens Financial Group
Rhode Island
$15.4M +$1.77M +14,828 +13%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$15.2M -$1.67K -14 -0%
RWP
107
RWA Wealth Partners
Massachusetts
$15.2M -$837K -7,015 -5%
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1M -$55.7M -467,148 -79%
GC
109
Gould Capital
Washington
$15M +$2.44M +20,417 +19%
CIM
110
Confluence Investment Management
Missouri
$14.9M -$21.6K -181 -0.1%
CC
111
Courier Capital
New York
$14.9M -$2.11M -17,704 -12%
DWM
112
Diversify Wealth Management
Utah
$14.3M +$14.5M +121,560 New
P
113
&Partners
Tennessee
$14.3M -$506K -4,245 -3%
AWA
114
AmeriServ Wealth Advisors
Pennsylvania
$14.3M -$1.1M -9,255 -7%
DADC
115
D.A. Davidson & Co
Montana
$14.2M +$5.2M +43,632 +58%
Millennium Management
116
Millennium Management
New York
$14.1M +$8.34M +69,911 +143%
Lido Advisors
117
Lido Advisors
California
$14M -$3.76M -31,496 -21%
CCM
118
Coldstream Capital Management
Washington
$13.9M -$5.67M -47,501 -29%
CIAS
119
CFS Investment Advisory Services
New Jersey
$13.8M -$3.38M -28,334 -20%
CAP
120
Cordoba Advisory Partners
New York
$13.8M +$730K +6,122 +6%
PWM
121
Paulson Wealth Management
Illinois
$13.6M +$2.14M +17,972 +19%
CFP
122
Cascade Financial Partners
California
$13.2M +$5.34M +44,777 +67%
AG
123
Ascent Group
Virginia
$13.2M +$2.39M +20,016 +22%
WIC
124
Woodmont Investment Counsel
Tennessee
$13.2M +$83K +696 +0.6%
MML Investors Services
125
MML Investors Services
Massachusetts
$13.1M -$5.47M -45,897 -29%

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.