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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
CBA
176
Coastal Bridge Advisors
Connecticut
$8M +$1.05M +8,792 +15%
MPPLM
177
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.96M +$388K +3,254 +5%
PWM
178
Proathlete Wealth Management
Florida
$7.76M +$286K +2,401 +4%
BF
179
Benchmark Financial
Delaware
$7.71M +$1.26M +10,590 +19%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$7.66M -$3.3M -27,701 -30%
AA
181
Altman Advisors
Illinois
$7.54M +$7.58M +63,586 New
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$7.49M +$4.72M +39,555 +168%
TCA
183
Transcend Capital Advisors
New Jersey
$7.47M +$1.46M +12,238 +24%
SC
184
SummitTX Capital
Texas
$7.47M +$22.4K +188 +0.3%
PIP
185
Philadelphia Investment Partners
New Jersey
$7.36M +$7.4M +62,079 New
FAM
186
Frontier Asset Management
Wyoming
$7.36M -$233K -1,957 -3%
WWM
187
Whalen Wealth Management
Nevada
$7.36M +$1.75M +14,656 +31%
DC
188
Davenport & Co
Virginia
$7.32M -$158K -1,321 -2%
JIR
189
James Investment Research
Ohio
$7.25M -$49.5K -415 -0.7%
CCA
190
Checchi Capital Advisers
California
$7.24M -$40.8K -342 -0.6%
SA
191
Sanctuary Advisors
Indiana
$7.24M +$766K +6,418 +12%
CNB
192
Camden National Bank
Maine
$7.17M +$532K +4,460 +8%
RCM
193
Ridgepath Capital Management
Tennessee
$7.07M -$2.34M -19,615 -25%
JWM
194
JPL Wealth Management
Colorado
$7.05M +$845K +7,088 +14%
HH
195
Hilltop Holdings
Texas
$6.9M +$4.5M +37,718 +184%
4WM
196
4J Wealth Management
Virginia
$6.85M +$451K +3,782 +7%
GDP
197
Great Diamond Partners
Maine
$6.85M +$868K +7,279 +14%
PFS
198
Prospera Financial Services
Texas
$6.56M +$109K +914 +2%
Corient Private Wealth
199
Corient Private Wealth
Florida
$6.43M -$58.9M -493,512 -90%
MWS
200
MFA Wealth Services
California
$6.24M +$169K +1,414 +3%

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.