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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.23B +$134M +1,123,569 +6%
Bank of America
2
Bank of America
North Carolina
$1.1B +$313M +2,627,948 +40%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$742M +$39.8M +333,630 +6%
Invesco
4
Invesco
Georgia
$509M
Financial Engines Advisors
5
Financial Engines Advisors
California
$502M -$6.72M -56,381 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$455M -$4.59M -38,465 -1%
AssetMark Inc
7
AssetMark Inc
California
$398M +$35.8M +300,397 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$373M +$271M +2,271,791 +260%
UBS Group
9
UBS Group
Switzerland
$354M +$85.1M +713,363 +31%
Morgan Stanley
10
Morgan Stanley
New York
$339M +$8.45M +70,808 +3%
Ameriprise
11
Ameriprise
Minnesota
$337M +$14.3M +119,603 +4%
LPL Financial
12
LPL Financial
California
$324M +$33.6M +281,609 +11%
Stifel Financial
13
Stifel Financial
Missouri
$285M +$27.2M +227,770 +10%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$275M -$43M -360,753 -13%
WL
15
WIT LLC
District of Columbia
$269M +$20.9M +174,852 +8%
Wells Fargo
16
Wells Fargo
California
$255M +$6.77M +56,799 +3%
Mariner
17
Mariner
Kansas
$242M +$184M +1,542,184 +312%
Truist Financial
18
Truist Financial
North Carolina
$237M +$3.23M +27,105 +1%
Cerity Partners
19
Cerity Partners
New York
$234M +$1.71M +14,299 +0.7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$219M -$4.91M -41,130 -2%
TWM
21
Tanglewood Wealth Management
Texas
$189M +$13.9M +116,456 +8%
Raymond James Financial
22
Raymond James Financial
Florida
$189M +$8.48M +71,064 +5%
BlackRock
23
BlackRock
New York
$160M -$32.6M -273,072 -17%
HNB
24
Huntington National Bank
Ohio
$151M +$579K +4,858 New
WA
25
WestEnd Advisors
North Carolina
$143M +$3.91M +32,822 +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.