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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.3B +$81.2M +689,362 +4%
Bank of America
2
Bank of America
North Carolina
$1.08B -$4.73M -40,165 -0.4%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$803M +$68.2M +579,649 +9%
Financial Engines Advisors
4
Financial Engines Advisors
California
$509M +$11.7M +99,106 +2%
Invesco
5
Invesco
Georgia
$504M
AssetMark Inc
6
AssetMark Inc
California
$463M +$69.2M +587,473 +18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$434M +$64.1M +544,449 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$402M -$48.6M -412,831 -11%
Morgan Stanley
9
Morgan Stanley
New York
$355M +$19.5M +165,625 +6%
Ameriprise
10
Ameriprise
Minnesota
$339M +$4.66M +39,602 +1%
LPL Financial
11
LPL Financial
California
$307M -$14M -119,327 -4%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$288M +$14.9M +126,450 +5%
Wells Fargo
13
Wells Fargo
California
$270M +$17.3M +147,285 +7%
Mariner
14
Mariner
Kansas
$254M +$14.6M +124,297 +6%
Stifel Financial
15
Stifel Financial
Missouri
$252M -$30.2M -256,419 -11%
Cerity Partners
16
Cerity Partners
New York
$230M -$1.07M -9,072 -0.5%
UBS Group
17
UBS Group
Switzerland
$220M -$130M -1,107,855 -37%
Truist Financial
18
Truist Financial
North Carolina
$220M -$14.8M -125,554 -6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$201M -$16M -135,574 -7%
Raymond James Financial
20
Raymond James Financial
Florida
$184M -$3.24M -27,521 -2%
BlackRock
21
BlackRock
New York
$179M +$20.8M +176,488 +13%
TWM
22
Tanglewood Wealth Management
Texas
$170M -$17.8M -151,563 -9%
HNB
23
Huntington National Bank
Ohio
$160M +$47.7K +405 +8%
DWM
24
Dynasty Wealth Management
Florida
$148M +$20.3M +172,090 +16%
FWI
25
Facet Wealth Inc
Maryland
$142M +$19.2M +162,870 +16%

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.