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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
BDFN
126
Bond & Devick Financial Network
Minnesota
$13M -$102K -851 -0.8%
WWA
127
WCG Wealth Advisors
Nevada
$12.8M -$30.1M -252,718 -70%
FFA
128
Farther Finance Advisors
California
$12.6M +$1.54M +12,921 +14%
UCFA
129
United Capital Financial Advisors
Texas
$12.6M +$180K +1,511 +1%
LIM
130
Leavell Investment Management
Alabama
$12.5M -$1.33M -11,128 -10%
EFM
131
Eley Financial Management
Vermont
$12.1M -$18.4K -154 -0.2%
RI
132
Rinkey Investments
California
$12.1M +$30.2K +253 +0.2%
WIA
133
Westview Investment Advisors
Vermont
$11.9M -$505K -4,237 -4%
PFPG
134
Pinnacle Financial Partners (Georgia)
Georgia
$11.9M -$579K -4,851 -5%
SCM
135
Sollinda Capital Management
Florida
$11.8M +$2.09M +17,525 +21%
CC
136
Criteria Caixa
Spain
$11.7M
CIA
137
Concurrent Investment Advisors
Florida
$11.7M +$3.46M +29,001 +42%
BCM
138
Boltwood Capital Management
California
$11.6M -$25K -210 -0.2%
HCM
139
Hilton Capital Management
New York
$11.5M -$16.7M -139,653 -59%
GTAM
140
Global Trust Asset Management
Florida
$11.5M +$1.3M +10,860 +13%
WCM
141
Wealthcare Capital Management
Virginia
$11.5M +$1.26M +10,529 +12%
AWM
142
Austin Wealth Management
Texas
$11.4M -$4.15M -34,802 -26%
PAG
143
Private Advisor Group
New Jersey
$11.3M +$2.5M +20,936 +28%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$11.2M +$11.1M +92,863 +5,139%
AI
145
Arvest Investments
Arkansas
$11.2M +$622K +5,219 +6%
MWC
146
MBM Wealth Consultants
Missouri
$11.1M +$1.13M +9,502 +11%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$11M +$8.28M +69,454 +294%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11M -$3.02M -25,310 -21%
FTUS
149
Flow Traders U.S.
New York
$11M +$11.1M +92,792 New
ANTB
150
AMG National Trust Bank
Colorado
$11M +$5.25M +44,049 +91%

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.