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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
G
201
GenTrust
Florida
$6.18M +$6.21M +52,086 New
BFC
202
Blue Fin Capital
Rhode Island
$6.1M +$730K +6,123 +14%
TH
203
Transmarket Holdings
Illinois
$6.06M +$5.22M +43,763 +599%
IIM
204
InTrack Investment Management
Vermont
$5.99M +$829K +6,952 +16%
CWA
205
Centerline Wealth Advisors
Kentucky
$5.96M -$761K -6,384 -11%
DCA
206
DSG Capital Advisors
Minnesota
$5.93M +$676K +5,671 +13%
SB
207
Strategic Blueprint
Georgia
$5.9M -$23.9K -200 -0.4%
CG
208
CFO4Life Group
Texas
$5.77M -$240K -2,009 -4%
TC
209
Trilogy Capital
California
$5.76M -$233K -1,957 -4%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$5.7M -$24.5K -205 -0.4%
LCP
211
Larch Capital Partners
Florida
$5.68M +$5.71M +47,889 New
FMN
212
Financial Management Network
California
$5.63M -$296K -2,483 -5%
PCIG
213
Partners Capital Investment Group
Massachusetts
$5.5M +$4M +33,565 +262%
SPIA
214
Steward Partners Investment Advisory
New York
$5.48M +$793K +6,646 +17%
VFA
215
Values First Advisors
Tennessee
$5.48M +$127K +1,068 +2%
TIAM2
216
Tru Independence Asset Management 2
Oregon
$5.48M -$7.63K -64 -0.1%
SCM
217
SummitPoint Capital Management
Colorado
$5.39M +$5.39M +45,170 New
AI
218
Atria Investments
North Carolina
$5.39M -$185K -1,548 -3%
SB
219
Semitam Bonam
New York
$5.37M +$457K +3,829 +9%
SMFG
220
Sumitomo Mitsui Financial Group
Japan
$5.3M +$98.8K +828 +2%
DAS
221
Dynamic Advisor Solutions
Arizona
$5.27M +$186K +1,557 +4%
GVAG
222
Great Valley Advisor Group
Delaware
$5.23M +$98.6K +827 +2%
LWM
223
Latko Wealth Management
Illinois
$5.23M -$1.3M -10,879 -20%
CFG
224
Compass Financial Group
Ohio
$5.23M +$135K +1,134 +3%
Citigroup
225
Citigroup
New York
$5.19M +$197K +1,649 +4%

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.