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iShares 7-10 Year Treasury Bond ETF

800 hedge funds and large institutions have $25.4B invested in iShares 7-10 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 329 increasing their positions, 269 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
12.62%
Holding in Top 10
97
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.02%
% of All Funds
1.53%
New
118
Increased
329
Reduced
269
Closed
91
Calls
$303M
Puts
$463M
Net Calls
-$160M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
226
Raymond James Trust
Florida
$5.76M +$1.08M +11,188 +23%
NA
227
NewEdge Advisors
Louisiana
$5.73M -$2.36M -24,470 -29%
LGWM
228
Litman Gregory Wealth Management
California
$5.64M +$5.64M +58,382 New
VIA
229
Vident Investment Advisory
Georgia
$5.42M -$819K -8,474 -13%
SC
230
Scotia Capital
Ontario, Canada
$5.39M +$1.02M +10,524 +23%
BWM
231
Biltmore Wealth Management
Arizona
$5.36M -$210K -2,175 -4%
GVAG
232
Great Valley Advisor Group
Delaware
$5.29M -$1.06K -11 -0%
I
233
INVST
Indiana
$5.02M +$12.8K +132 +0.3%
LNC
234
Lincoln National Corp
Pennsylvania
$4.97M -$779K -8,068 -14%
RIS
235
Retirement Income Solutions
Michigan
$4.93M +$132K +1,370 +3%
FIM
236
Freedom Investment Management
Connecticut
$4.92M -$2.11M -21,796 -30%
LFAS
237
Level Four Advisory Services
Texas
$4.86M +$2.33M +24,169 +93%
AWM
238
Axxcess Wealth Management
California
$4.83M -$315K -3,259 -6%
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$4.83M +$41.5K +430 +0.9%
MWM
240
Moulton Wealth Management
Washington
$4.83M -$80.6K -834 -2%
GWM
241
Geneos Wealth Management
Colorado
$4.82M +$1.24M +12,850 +35%
GRP
242
Global Retirement Partners
California
$4.78M +$546K +5,647 +13%
CWM
243
Centric Wealth Management
Illinois
$4.75M -$50.6K -532 -1%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$4.63M -$7.44M -76,996 -62%
MCC
245
Money Concepts Capital
Florida
$4.6M -$30.8M -319,154 -87%
GWM
246
Graybill Wealth Management
Illinois
$4.58M +$410K +4,243 +10%
CGA
247
Crescent Grove Advisors
Illinois
$4.55M +$4.28M +44,260 +1,556%
BFM
248
Boothbay Fund Management
New York
$4.49M +$4.49M +46,500 New
RCM
249
Rain Capital Management
Oregon
$4.47M +$24.6K +255 +0.6%
Retirement Systems of Alabama
250
Retirement Systems of Alabama
Alabama
$4.44M +$567K +5,870 +15%