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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
FFG
151
Foundry Financial Group
New Hampshire
$9.14M +$766K +6,506 +9%
CTI
152
Community Trust & Investment
Kentucky
$9.11M +$172K +1,461 +2%
BCM
153
Becker Capital Management
Oregon
$8.87M +$456K +3,875 +5%
Renaissance Technologies
154
Renaissance Technologies
New York
$8.87M +$8.89M +75,500 New
PA
155
PFG Advisors
Arizona
$8.84M -$8.57M -72,793 -49%
WI
156
WrapManager Inc
California
$8.84M +$197K +1,670 +2%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.51M -$2.4M -20,380 -22%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$8.43M -$715K -6,069 -8%
MPPLM
159
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.4M +$520K +4,419 +7%
KP
160
Keel Point
Alabama
$8.31M -$1.42M -12,101 -15%
SCM
161
SummitPoint Capital Management
Colorado
$7.98M +$2.68M +22,759 +50%
SA
162
Sanctuary Advisors
Indiana
$7.8M +$638K +5,418 +9%
BF
163
Benchmark Financial
Delaware
$7.8M +$168K +1,428 +2%
4WM
164
4J Wealth Management
Virginia
$7.7M +$912K +7,743 +13%
WWM
165
Whalen Wealth Management
Nevada
$7.69M +$406K +3,447 +6%
Thrivent Financial for Lutherans
166
Thrivent Financial for Lutherans
Minnesota
$7.59M +$174K +1,481 +2%
PWM
167
Proathlete Wealth Management
Florida
$7.55M -$130K -1,107 -2%
PA
168
Procyon Advisors
Connecticut
$7.54M -$694K -5,896 -8%
SPIA
169
Steward Partners Investment Advisory
New York
$7.51M +$2.09M +17,747 +38%
CBA
170
Coastal Bridge Advisors
Connecticut
$7.48M -$444K -3,768 -6%
GRP
171
Global Retirement Partners
California
$7.45M +$7.47M +63,435 New
JIR
172
James Investment Research
Ohio
$7.43M +$244K +2,072 +3%
AA
173
Altman Advisors
Illinois
$7.42M -$44K -374 -0.6%
HH
174
Hilltop Holdings
Texas
$7.39M +$562K +4,771 +8%
CNB
175
Camden National Bank
Maine
$7.36M +$268K +2,274 +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.