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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
TVAMP
201
Tennessee Valley Asset Management Partners
Tennessee
$5.47M +$436K +3,706 +9%
CG
202
CFO4Life Group
Texas
$5.45M -$266K -2,259 -5%
GVAG
203
Great Valley Advisor Group
Delaware
$5.42M +$240K +2,042 +5%
1NWS
204
1 North Wealth Services
Maryland
$5.37M +$249K +2,116 +5%
CFG
205
Compass Financial Group
Ohio
$5.25M +$79.7K +677 +2%
VW
206
Veridan Wealth
Oregon
$5.24M +$2.86M +24,310 +120%
LCP
207
Larch Capital Partners
Florida
$5.23M -$396K -3,366 -7%
DAS
208
Dynamic Advisor Solutions
Arizona
$5.2M -$16.4K -139 -0.3%
PA
209
Pinnacle Associates
New York
$5.2M +$141K +1,195 +3%
SMFG
210
Sumitomo Mitsui Financial Group
Japan
$5.19M -$57.7K -490 -1%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$5.18M +$2.01M +17,068 +63%
AIM
212
Acropolis Investment Management
Missouri
$5.12M +$1.31M +11,164 +34%
BCM
213
Brookstone Capital Management
Illinois
$5.09M +$280K +2,380 +6%
FMN
214
Financial Management Network
California
$5.07M -$487K -4,136 -9%
SLP
215
Storen Legacy Partners
Indiana
$5.07M +$550K +4,668 +12%
MCM
216
Monument Capital Management
Virginia
$5.03M +$448K +3,809 +10%
RSWM
217
Robertson Stephens Wealth Management
California
$5.02M +$50.9K +432 +1%
AI
218
Atria Investments
North Carolina
$4.92M -$415K -3,521 -8%
GFA
219
Gladwyn Financial Advisors
Virginia
$4.84M +$317K +2,696 +7%
CFAM
220
Center For Asset Management
Florida
$4.84M +$601K +5,103 +14%
DWP
221
Daymark Wealth Partners
Ohio
$4.74M +$3.38M +28,689 +246%
UW
222
Unique Wealth
Florida
$4.66M +$669K +5,681 +17%
GAM
223
Gotham Asset Management
New York
$4.65M
LWM
224
Latko Wealth Management
Illinois
$4.59M -$593K -5,033 -11%
CCAM
225
Cascades Capital Asset Management
North Carolina
$4.56M -$35K -297 -0.8%

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.