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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
CFG
101
Citizens Financial Group
Rhode Island
$16.1M +$932K +7,919 +6%
MML Investors Services
102
MML Investors Services
Massachusetts
$15.9M +$2.98M +25,344 +23%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$15.8M +$695K +5,902 +5%
CFP
104
Cascade Financial Partners
California
$15.7M +$2.58M +21,937 +20%
DWM
105
Diversify Wealth Management
Utah
$15.3M +$1.14M +9,704 +8%
DAS
106
Diversify Advisory Services
Utah
$15.3M +$15.5M +131,264 New
HighTower Advisors
107
HighTower Advisors
Illinois
$15.2M -$1.78M -15,082 -10%
GC
108
Gould Capital
Washington
$15.1M +$272K +2,307 +2%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$14.9M -$6.13M -52,100 -29%
CC
110
Courier Capital
New York
$14.7M +$21.3K +181 +0.1%
PWM
111
Paulson Wealth Management
Illinois
$14.5M +$1.1M +9,309 +8%
P
112
&Partners
Tennessee
$14.4M +$263K +2,234 +2%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$14M +$3.05M +25,922 +28%
JFGIW
114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14M -$971K -8,245 -6%
CAP
115
Cordoba Advisory Partners
New York
$13.8M +$148K +1,259 +1%
RWP
116
RWA Wealth Partners
Massachusetts
$13.1M -$1.99M -16,886 -13%
MWC
117
MBM Wealth Consultants
Missouri
$13M +$2.1M +17,854 +19%
BDFN
118
Bond & Devick Financial Network
Minnesota
$13M +$92.8K +788 +0.7%
CIAS
119
CFS Investment Advisory Services
New Jersey
$12.9M -$622K -5,285 -5%
M&T Bank
120
M&T Bank
New York
$12.9M +$2.47M +20,958 +24%
IWC
121
Integrated Wealth Concepts
Massachusetts
$12.7M +$9.82M +83,395 +335%
CWM
122
Cabot Wealth Management
Massachusetts
$12.6M -$20.2M -171,723 -62%
EFM
123
Eley Financial Management
Vermont
$12.4M +$401K +3,405 +3%
CCM
124
Coldstream Capital Management
Washington
$12.4M -$1.36M -11,559 -10%
WIC
125
Woodmont Investment Counsel
Tennessee
$12.4M -$629K -5,339 -5%

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.