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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
PDL
151
Portfolio Design Labs
California
$10.9M +$3.01M +25,212 +38%
M&T Bank
152
M&T Bank
New York
$10.5M -$3.54M -29,649 -25%
Northern Trust
153
Northern Trust
Illinois
$10.3M -$18.4M -154,282 -64%
RWM
154
Ritholtz Wealth Management
New York
$10.1M +$574K +4,809 +6%
FFBTD
155
First Financial Bank - Trust Division
Ohio
$9.95M +$172K +1,444 +2%
KP
156
Keel Point
Alabama
$9.83M -$202K -1,697 -2%
KPWS
157
Kestra Private Wealth Services
Texas
$9.7M +$238K +1,995 +3%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$9.61M -$2.86M -24,000 -23%
PPWP
159
Premier Path Wealth Partners
New Jersey
$9.57M +$1.11M +9,308 +13%
UB
160
Umpqua Bank
Oregon
$9.49M -$6.68M -55,986 -41%
MCM
161
MAI Capital Management
Ohio
$9.29M +$1.12M +9,401 +14%
EAM
162
Everstar Asset Management
North Carolina
$9.27M -$306K -2,564 -3%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$9.23M +$6.52M +54,629 +235%
PP
164
Patten & Patten
Tennessee
$9.11M +$1.86M +15,589 +25%
NFG
165
Nations Financial Group
Iowa
$9.1M +$648K +5,429 +8%
LHWM
166
Lake Hills Wealth Management
Texas
$9.06M +$307K +2,575 +3%
CTI
167
Community Trust & Investment
Kentucky
$9.03M +$3.34M +27,990 +58%
SPWM
168
Spartan Planning & Wealth Management
North Carolina
$8.88M -$7.29M -61,151 -45%
WI
169
WrapManager Inc
California
$8.72M +$992K +8,314 +13%
BCM
170
Becker Capital Management
Oregon
$8.5M +$3.94M +33,013 +85%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$8.48M +$1.28M +10,764 +18%
FFG
172
Foundry Financial Group
New Hampshire
$8.46M +$727K +6,092 +9%
HCA
173
Heck Capital Advisors
Wisconsin
$8.34M -$367K -3,078 -4%
PA
174
Procyon Advisors
Connecticut
$8.32M -$361K -3,026 -4%
TFA
175
TPG Financial Advisors
Oregon
$8.17M +$763K +6,400 +10%

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.